VGMS — VANGUARD MALVERN FDS

Ownership history in CRA Financial Services, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which CRA Financial Services, LLC reported a position in VANGUARD MALVERN FDS (VGMS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q3)
Avg. % of fund
0.06%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 8,803 +38 +0.4% 0.06% $454K $51.15
2025 Q3 INITIATED 8,765 — — 0.06% $454K $50.37
% of Fund (quarterly)    VGMS price (monthly, adj. close)

Other funds also holding VGMS

As of 2025 Q4 — sorted by position size

New Capital Management LP 3Y 7Y 1.31% DAHRING | CUSMANO LLC 0.74% D.B. Root & Company, LLC 3Y 7Y 0.72% AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 3Y 0.59% Buska Wealth Management, LLC 0.59% Ballast Rock Private Wealth LLC 0.18% Swisher Financial Concepts, Inc. 0.14% GSG Advisors LLC 0.09% Arete Wealth Advisors, LLC 3Y 7Y 0.07% D'Orazio & Associates, Inc. 3Y 7Y 0.03%
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