Regal Investment Advisors »

Vanguard Malvern Fds strm infproidx shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of Vanguard Malvern Fds strm infproidx (VTIP) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in Vanguard Malvern Fds strm infproidx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Malvern Fds strm infproidx held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Malvern Fds strm infproidx by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $205k 4.3k 47.28
2023-06-30 $242k 5.1k 47.42
2023-03-31 $259k 5.4k 47.82
2022-12-31 $297k 6.4k 46.71
2022-09-30 $1.1M 24k 48.09
2022-06-30 $1.7M 33k 50.12
2022-03-31 $1.3M 25k 51.19
2021-12-31 $1.3M 25k 51.42
2021-09-30 $1.2M 23k 52.58
2021-06-30 $1.1M 21k 52.40
2020-12-31 $628k 12k 51.11
2020-06-30 $537k 11k 50.21
2019-12-31 $1.3M 27k 49.27
2019-09-30 $1.1M 23k 49.06
2019-06-30 $1.1M 22k 49.31
2019-03-31 $1.0M 22k 48.66
2018-12-31 $1.1M 22k 47.92
2018-09-30 $1.2M 24k 48.37
2018-06-30 $702k 14k 48.83
2018-03-31 $1.3M 27k 48.91
2017-12-31 $1.1M 23k 48.81
2017-09-30 $1.0M 21k 49.43
2017-06-30 $977k 20k 49.23
2017-03-31 $848k 17k 49.46
2016-12-31 $1.0M 21k 49.17
2016-09-30 $1.1M 22k 49.65
2016-06-30 $1.0M 21k 49.48
2016-03-31 $1.2M 24k 49.12
2015-12-31 $1.2M 24k 48.35
2015-09-30 $1.3M 28k 48.35
2015-06-30 $1.4M 29k 48.67
2015-03-31 $1.5M 30k 48.48
2014-12-31 $2.2M 46k 48.23
2014-09-30 $2.3M 47k 49.38
2014-06-30 $2.4M 47k 50.12
2014-03-31 $2.5M 51k 49.33
2013-12-31 $2.4M 49k 49.33
2013-09-30 $2.5M 50k 49.42
2013-06-30 $999 30 33.33

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Call Call Option (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

Top funds holding Vanguard Malvern Fds strm infproidx

Sei Investments
ValMark Advisers
Bank of America Corporation
Betterment
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Buckingham Asset Management
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Alesco Advisors
Sontag Advisory
LPL Financial
HighTower Advisors
Charles Schwab Investment Management
CI Private Wealth

View all funds holding Vanguard Malvern Fds strm infproidx