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Vanguard Malvern Fds shares owned by Orgel Wealth Management

Quarter-by-quarter ownership of Vanguard Malvern Fds (VSDB) shares owned by Orgel Wealth Management from 13F filings

Historical chart of Orgel Wealth Management investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $266M 3.5M 76.25

More positions owned by Orgel Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr National Mun Etf (MUB)
Vanguard Malvern Fds Short Duration B (VSDB)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Msci Usa Mmentm (MTUM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Orgel Wealth Management

Top funds holding Vanguard Malvern Fds

Orgel Wealth Management
Keystone Financial Group
Pinnacle Financial Group, LLC / IL
TD Waterhouse Canada
Robertson Stephens Wealth Management
Sanctuary Advisors
Mills Wealth Advisors
North Star Investment Management
American Investment Services
Commonwealth Equity Services
Prospera Financial Services
AQR Capital Management
Werba Rubin Papier Wealth Management
Goldman Sachs Group
Kestra Advisory Services

View all funds holding Vanguard Malvern Fds