Burton Enright Welch VSDB β€” VANGUARD MALVERN FDS

Ownership history in Burton Enright Welch  Β·  1 quarter on record

AI Ownership Summary

Burton Enright Welch reported VANGUARD MALVERN FDS (VSDB) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q2. The latest visible filing shows VSDB at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VSDB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Burton Enright Welch's position in VANGUARD MALVERN FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VSDB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Burton Enright Welch held VSDB β€” position size vs. price
% of Fund (quarterly)    VSDB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 3,596 β€” β€” 0.03% $275K 2026-07-17 $76.05

FAQ About Burton Enright Welch and VSDB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Burton Enright Welch reported owning VSDB?

Burton Enright Welch reported VSDB across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported VSDB position in Burton Enright Welch's portfolio?

The largest reported portfolio weight for VSDB was 0.03% in 2026 Q2.

What is the latest reported VSDB position on this page?

The most recent filing on this page is 2026 Q2, when Burton Enright Welch reported 3,596 shares, equal to 0.03% of portfolio, with an estimated market value of $275K.

What does the chart on this VSDB ownership page compare?

The chart compares Burton Enright Welch's quarterly VSDB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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