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VANGUARD MALVERN FDS
(922020805)

Relatórios de fundos VANGUARD MALVERN FDS de acordo com os registros 13F
Nome da empresa Ações Detidas / Montante Principal Valor de mercado Opção Período do relatório Data de Efetividade
Quattro Advisors LLC 4,200 $207,547k Jun 30, 2019 Jul 26, 2019
Quattro Financial Advisors LLC 4,200 $207,547k Jun 30, 2019 Jul 26, 2019
Alesco Advisors LLC 1,293,714 $63,806k Jun 30, 2019 Aug 14, 2019
Beacon Capital Management Inc 1,255,606 $61,926k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management LLC 1,255,606 $61,926k Jun 30, 2019 Jul 18, 2019
Modera Wealth Management LLC 513,555 $25,329k Jun 30, 2019 Aug 7, 2019
Janney Capital Management LLC 495,694 $24,448k Jun 30, 2019 Jul 29, 2019
Windham Capital Management LLC 471,898 $23,274k Jun 30, 2019 Aug 14, 2019
Barry Investment Advisors LLC 455,739 $22,477k Jun 30, 2019 Jul 26, 2019
The Jentner Corporation 399,661 $19,711k Jun 30, 2019 Jul 16, 2019
Morningstar Investment Management LLC 391,187 $19,293k Jun 30, 2019 Aug 5, 2019
Smith & Howard Wealth Management LLC 356,931 $17,604k Jun 30, 2019 Jul 23, 2019
Columbus Macro LLC 308,029 $15,192k Jun 30, 2019 Jul 16, 2019
Klingman and Associates LLC 282,999 $13,958k Jun 30, 2019 Jul 24, 2019
JMG Financial Group Ltd 220,819 $10,891k Jun 30, 2019 Aug 2, 2019
Futureadvisor Inc 210,888 $10,203k Sep 30, 2015 Nov 17, 2015
Abbrea Capital LLC 194,701 $9,603k Jun 30, 2019 Jul 31, 2019
Gradient Capital Advisors LLC 146,143 $7,208k Jun 30, 2019 Jul 16, 2019
Sensible Financial Planning and Management LLC 118,142 $5,827k Jun 30, 2019 Aug 7, 2019
Granite Group Advisors LLC 115,516 $5,697k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 115,516 $5,697k Jun 30, 2019 Jul 23, 2019
SPC Financial Inc 113,167 $5,581k Jun 30, 2019 Aug 1, 2019
Transamerica Financial Advisors Inc 109,689 $5,410k Jun 30, 2019 Aug 21, 2019
ALPS Advisors Inc 105,273 $5,192k Jun 30, 2019 Aug 7, 2019
The Fiduciary Group LLC 97,646 $4,816k Jun 30, 2019 Aug 14, 2019
The Northstar Group Inc 97,605 $4,814k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 97,605 $4,814k Jun 30, 2019 Jul 12, 2019
Phillips Financial Management LLC 84,340 $4,157k Jun 30, 2019 Aug 6, 2019
The Leuthold Group LLC 83,939 $4,140k Jun 30, 2019 Aug 14, 2019
CAMG Solamere Management LLC 82,480 $4,067k Jun 30, 2019 Aug 13, 2019
Bronfman EL Rothschild LP 79,697 $3,931k Jun 30, 2019 Aug 12, 2019
Lenox Wealth Advisors LLC 79,124 $3,902k Jun 30, 2019 Jul 12, 2019
White Lighthouse Investment Management Inc 77,770 $3,836k Jun 30, 2019 Jul 31, 2019
Cedar Wealth Management LLC 67,578 $3,333k Jun 30, 2019 Jul 24, 2019
Adviceperiod LLC 61,768 $3,046k Jun 30, 2019 Jul 22, 2019
Unison Advisors LLC 31,345 $1,546k Jun 30, 2019 Jul 11, 2019
Stratford Consulting LLC 21,297 $1,050k Jun 30, 2019 Aug 2, 2019
Mccollum Christoferson Group LLC 20,060 $989k Jun 30, 2019 Jul 11, 2019
BSW Wealth Partners LLC 16,816 $829k Jun 30, 2019 Aug 13, 2019
Successful Portfolios LLC 16,699 $824k Jun 30, 2019 Jul 11, 2019
Twin Focus Capital Partners LLC 16,410 $809k Jun 30, 2019 Aug 14, 2019
Willow Creek Wealth Management Inc 15,636 $771k Jun 30, 2019 Jul 22, 2019
Motley FOOL Wealth Management LLC 14,931 $736k Jun 30, 2019 Aug 14, 2019
EFG Asset Management Americas Corp 13,018 $725k Jun 30, 2019 Jul 9, 2019
REDW Stanley Financial Advisors LLC 13,480 $665k Jun 30, 2019 Aug 9, 2019
Summit Financial Strategies Inc 12,486 $616k Jun 30, 2019 Aug 8, 2019
Fairview Capital Investment Management LLC 12,340 $608k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 11,354 $560k Jun 30, 2019 Jul 5, 2019
Highwater Wealth Management LLC 10,878 $536k Jun 30, 2019 Jul 18, 2019
Capital Investment Services of America Inc 7,500 $370k Jun 30, 2019 Jul 12, 2019
The Mathes Company Inc 6,000 $296k Jun 30, 2019 Jul 29, 2019
Chatham Capital Group Inc 5,900 $291k Jun 30, 2019 Jul 24, 2019
Aries Wealth Management LLC 5,500 $271k Jun 30, 2019 Jul 15, 2019
Cahill Financial Advisors Inc 5,159 $255k Jun 30, 2019 Aug 14, 2019
Private Harbour Investment Management & Counsel LLC 4,676 $231k Jun 30, 2019 Aug 6, 2019
ELM Advisors LLC 4,570 $225k Jun 30, 2019 Jul 3, 2019
Brand Asset Management Group Inc 2,286 $113k Jun 30, 2019 Jul 24, 2019

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