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Vanguard Malvern Fds strm infproidx shares owned by Lodestone Wealth Management

Quarter-by-quarter ownership of Vanguard Malvern Fds strm infproidx (VTIP) shares owned by Lodestone Wealth Management from 13F filings

Historical chart of Lodestone Wealth Management investment in Vanguard Malvern Fds strm infproidx

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All positions including Vanguard Malvern Fds strm infproidx held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Malvern Fds strm infproidx by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 34k 47.89
2023-12-31 $1.6M 34k 47.49
2023-09-30 $1.2M 26k 47.28
2023-06-30 $1.4M 30k 47.42
2023-03-31 $1.6M 33k 47.82
2022-12-31 $1.5M 33k 46.71

More positions owned by Lodestone Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Value Etf (VTV)
Merck & Co (MRK)
JPMorgan Chase & Co. (JPM)
Amgen (AMGN)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
D.R. Horton (DHI)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Occidental Petroleum Corporation (OXY)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Lodestone Wealth Management

Top funds holding Vanguard Malvern Fds strm infproidx

Sei Investments
FMR
ValMark Advisers
Morgan Stanley
Bank of America Corporation
Betterment
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Buckingham Asset Management
Wells Fargo & Company
Goldman Sachs Group
Alesco Advisors
Sontag Advisory
LPL Financial
HighTower Advisors

View all funds holding Vanguard Malvern Fds strm infproidx