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Vanguard Malvern Fds shares owned by Level Financial Advisors

Quarter-by-quarter ownership of Vanguard Malvern Fds (VTP) shares owned by Level Financial Advisors from 13F filings

Historical chart of Level Financial Advisors investment in Vanguard Malvern Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds held by Level Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds by Level Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $356k 4.9k 73.18

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Dimensional Etf Trust Global Real Est (DFGR)
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Dimensional Etf Trust Us Larg Valu Etf (DFLV)
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View all positions for Level Financial Advisors

Top funds holding Vanguard Malvern Fds

Susquehanna International
Seed Wealth Management
Tower Research Capital
Gotham Asset Management
Citadel Advisors
National Wealth Management Group
Pekin, Singer Strauss Asset Management
Sontag Advisory
D.B. Root & Company
Marotta Asset Management
Jim Saulnier & Associates
Sepio Capital
SRS Capital Advisors
Gibraltar Capital Management
Level Financial Advisors

View all funds holding Vanguard Malvern Fds