Pinnacle Financial Group, LLC / IL »

Vanguard Malvern Fds shares owned by Pinnacle Financial Group, LLC / IL

Quarter-by-quarter ownership of Vanguard Malvern Fds (VSDB) shares owned by Pinnacle Financial Group, LLC / IL from 13F filings

Historical chart of Pinnacle Financial Group, LLC / IL investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Pinnacle Financial Group, LLC / IL consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Malvern Fds by Pinnacle Financial Group, LLC / IL

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 31k 76.64
2025-06-30 $472k 6.2k 76.18

More positions owned by Pinnacle Financial Group, LLC / IL

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Wisdomtree Tr Us Total Dividnd (DTD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Select Divid Etf (DVY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Real Estate E (DFAR)

View all positions for Pinnacle Financial Group, LLC / IL

Top funds holding Vanguard Malvern Fds

Vestor Capital Corp
Pinnacle Financial Group, LLC / IL
Keystone Financial Group
Robertson Stephens Wealth Management
Mills Wealth Advisors
Prospera Financial Services
Citadel Advisors
Kestra Advisory Services
North Star Investment Management
Werba Rubin Papier Wealth Management
Concord Wealth Partners
CWM
Hazlett, Burt & Watson
Westfuller Advisors
UBS Group

View all funds holding Vanguard Malvern Fds