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Vanguard Malvern Fds strm infproidx shares owned by UMA Financial Services

Quarter-by-quarter ownership of Vanguard Malvern Fds strm infproidx (VTIP) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $223k 4.7k 47.78
2023-12-31 $222k 4.7k 47.54
2023-09-30 $219k 4.7k 46.96
2023-06-30 $219k 4.7k 47.07
2023-03-31 $222k 4.7k 47.63

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Grwth Etf (EFG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for UMA Financial Services

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