Who owns Vanguard Malvern Fds strm infproidx?
- Ticker: VTIP
- CUSIP Number: 922020805
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Analyze quarterly positions in Vanguard Malvern Fds strm infproidx with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Vanguard Malvern Fds strm infproidx this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Jpmorgan Chase & Co | 19M | $951M | 2586% | Sep 2024 |
|
Sei Investments | 8.3M | $408M | 5% | Sep 2024 |
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ValMark Advisers | 5.8M | $284M | 2% | Sep 2024 |
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Cambridge Associates | 4.3M | $212M | -13% | Sep 2024 |
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Morgan Stanley | 3.7M | $229M | -12% | Jun 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 3.5M | $175M | 8% | Sep 2024 |
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Bank of America Corporation | 3.4M | $169M | -7% | Sep 2024 |
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Goldman Sachs Group | 2.6M | $128M | 40% | Jun 2024 |
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Colony | 2.5M | $123M | 871% | Sep 2024 |
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Buckingham Asset Management | 2.4M | $117M | 9% | Jun 2024 |
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Envestnet Asset Management | 2.2M | $108M | 0% | Sep 2024 |
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Buckingham Strategic Partners | 2.1M | $105M | 518% | Sep 2024 |
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Sontag Advisory | 2.0M | $99M | 9% | Sep 2024 |
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Alesco Advisors | 1.8M | $90M | 3% | Sep 2024 |
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Wells Fargo & Company | 1.8M | $88M | -12% | Sep 2024 |
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Savant Capital Management | 1.6M | $81M | 54% | Sep 2024 |
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HighTower Advisors | 1.5M | $74M | -2% | Jun 2024 |
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Satovsky Asset Management | 1.5M | $72M | 2% | Sep 2024 |
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LPL Financial | 1.4M | $71M | -3% | Sep 2024 |
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Charles Schwab Investment Management | 1.4M | $67M | -5% | Sep 2024 |
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CI Private Wealth | 1.3M | $65M | 2% | Sep 2024 |
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Klingman & Associates | 1.1M | $56M | -1% | Sep 2024 |
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Fairway Wealth | 1.1M | $19M | 178% | Sep 2024 |
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Adventist Health System/ West | 967k | $48M | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 955k | $47M | -6% | Sep 2024 |
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Studio Investment Management | 859k | $42M | 11% | Sep 2024 |
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Beacon Capital Management | 854k | $42M | 27% | Sep 2024 |
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Renaissance Technologies | 838k | $41M | 1% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 837k | $41M | 100% | Sep 2024 |
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Beaird Harris Wealth Management | 830k | $41M | 3% | Sep 2024 |
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Cetera Investment Advisers | 777k | $38M | -3% | Jun 2024 |
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True Link Financial Advisors | 766k | $38M | 2% | Sep 2024 |
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Bleakley Financial Group | 755k | $37M | 6% | Sep 2024 |
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Assetmark | 736k | $36M | 3% | Sep 2024 |
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Compton Financial Group | 733k | $36M | 27% | Sep 2024 |
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Marotta Asset Management | 647k | $32M | 1% | Sep 2024 |
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Efficient Advisors | 635k | $31M | 2% | Sep 2024 |
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HPM Partners | 613k | $30M | 49% | Sep 2024 |
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Moller Financial Services | 583k | $29M | 2% | Sep 2024 |
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Royal Bank of Canada | 553k | $27M | -14% | Sep 2024 |
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Fiduciary Planning | 535k | $26M | 3% | Sep 2024 |
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DORVAL Corp | 534k | $26M | 5% | Jun 2024 |
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Rappaport Reiches Capital Management | 525k | $26M | 4% | Sep 2024 |
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Stifel Financial | 521k | $25M | -7% | Jun 2024 |
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Wealthfront Advisers | 507k | $25M | 3% | Sep 2024 |
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Kestra Advisory Services | 507k | $25M | -12% | Sep 2024 |
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Leonard Rickey Investment Advisors P | 482k | $24M | 2% | Sep 2024 |
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New York Life Investment Management | 473k | $23M | -40% | Sep 2024 |
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Bank of New York Mellon | 450k | $22M | -3% | Sep 2024 |
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Alaska Permanent Capital Management | 441k | $22M | 1% | Sep 2024 |
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Evoke Wealth | 436k | $22M | 2214% | Sep 2024 |
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Financial Consulate | 429k | $21M | 6% | Sep 2024 |
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ProVise Management Group | 418k | $21M | -1% | Sep 2024 |
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Creative Planning | 398k | $20M | -6% | Sep 2024 |
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Franklin Resources | 396k | $19M | -63% | Sep 2024 |
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Apella Capital | 385k | $19M | 3% | Sep 2024 |
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Twin Focus Capital Partners | 383k | $19M | 1% | Sep 2024 |
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Brickley Wealth Management | 375k | $19M | 1% | Sep 2024 |
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Fundamentun | 365k | $18M | 18% | Sep 2024 |
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Abbrea Capital | 363k | $18M | 0% | Jun 2024 |
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Advisor Group Holdings | 336k | $17M | -54% | Sep 2024 |
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Portland Global Advisors | 333k | $16M | 6% | Jun 2024 |
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Farmers & Merchants Investment | 332k | $16M | -2% | Sep 2024 |
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Money Design | 313k | $15M | 15% | Sep 2024 |
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Cambridge Investment Research Advisors | 306k | $15M | -13% | Sep 2024 |
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Raymond James Financial Services Advisors | 302k | $15M | -14% | Sep 2024 |
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Commonwealth Equity Services | 299k | $15M | -19% | Sep 2024 |
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Atria Wealth Solutions | 274k | $14M | 1% | Sep 2024 |
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Prosperity Planning | 268k | $13M | 3% | Sep 2024 |
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Baron Financial Group | 268k | $13M | -3% | Sep 2024 |
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Van Strum & Towne | 267k | $13M | -1% | Sep 2024 |
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Amg National Trust Bank | 261k | $13M | 2% | Sep 2024 |
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Northwest Wealth Management | 253k | $13M | 17% | Sep 2024 |
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Deane Retirement Strategies | 252k | $12M | 0% | Sep 2024 |
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Chemistry Wealth Management | 241k | $12M | 2% | Sep 2024 |
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Trust Co Of Vermont | 241k | $12M | -1% | Sep 2024 |
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Eagle Ridge Investment Management | 238k | $12M | 8% | Sep 2024 |
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GPWM | 228k | $11M | 4% | Sep 2024 |
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Taylor, Cottrill, Erickson & Associates | 228k | $11M | 2% | Sep 2024 |
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Krasney Financial | 226k | $11M | 1180% | Sep 2024 |
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SWAN Capital | 225k | $11M | 89% | Sep 2024 |
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APCM Wealth Management for Individuals | 225k | $11M | -1% | Sep 2024 |
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Lifeworks Advisors | 225k | $11M | 19% | Sep 2024 |
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Branch Banking & Trust Company | 223k | $11M | -12% | Jun 2024 |
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Executive Wealth Management | 222k | $11M | 100% | Sep 2024 |
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LPWM | 216k | $11M | 5% | Sep 2024 |
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Jackson Thornton Asset Management | 214k | $11M | 80% | Sep 2024 |
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Emprise Bank | 213k | $11M | 27% | Sep 2024 |
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Mariner Wealth Advisors | 210k | $10M | -12% | Sep 2024 |
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Roberts Glore & Co | 209k | $10M | 9% | Sep 2024 |
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Manufacturers Life Insurance Company | 199k | $9.6M | -2% | Jun 2024 |
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Boston Family Office | 198k | $9.6M | 28% | Jun 2024 |
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Sofi Wealth | 196k | $9.7M | 11% | Sep 2024 |
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Raymond James & Associates | 196k | $9.7M | -31% | Sep 2024 |
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Roble, Belko & Company | 195k | $9.6M | 31% | Sep 2024 |
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Tilson Financial Group | 195k | $9.4M | 100% | Sep 2024 |
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Advisory Services Network | 191k | $9.2M | 0% | Sep 2024 |
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Pasadena Private Wealth | 182k | $9.0M | 259% | Sep 2024 |
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North Star Investment Management | 176k | $8.7M | -4% | Sep 2024 |
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We Are One Seven | 175k | $8.6M | 0% | Sep 2024 |
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Hart & Patterson Financial Group | 173k | $8.5M | -1% | Sep 2024 |
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Family CFO | 172k | $8.5M | 67% | Sep 2024 |
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Jeppson Wealth Management | 167k | $8.2M | 1% | Sep 2024 |
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Colorado Capital Management | 166k | $8.2M | 4% | Sep 2024 |
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Cherry Tree Wealth Management | 164k | $8.1M | -6% | Sep 2024 |
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TrueWealth Financial Partners | 160k | $7.7M | 10% | Jun 2024 |
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Secure Asset Management | 159k | $7.9M | 6% | Sep 2024 |
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Banco Bilbao Vizcaya Argentaria | 158k | $7.8M | 949% | Sep 2024 |
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Capital Asset Advisory Services | 156k | $7.6M | -5% | Sep 2024 |
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Equitable Holdings | 155k | $7.5M | -3% | Jun 2024 |
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Perigon Wealth Management | 153k | $7.6M | -3% | Sep 2024 |
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Mayport | 151k | $7.4M | 15% | Sep 2024 |
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Graves-Light Private Wealth Management | 149k | $7.1M | -3% | Jun 2024 |
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Mml Investors Services | 147k | $7.3M | -17% | Sep 2024 |
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First Hawaiian Bank | 146k | $7.2M | -27% | Sep 2024 |
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Magnus Financial Group | 143k | $7.0M | -2% | Sep 2024 |
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Rdl Financial | 142k | $6.8M | 100% | Sep 2024 |
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Mercer Global Advisors | 142k | $6.9M | 26% | Jun 2024 |
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Gradient Capital Advisors | 142k | $7.0M | 1% | Sep 2024 |
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Axxcess Wealth Management | 142k | $7.0M | -18% | Sep 2024 |
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Nova R Wealth | 137k | $6.8M | 0% | Sep 2024 |
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Clarity Capital Advisors | 135k | $6.7M | -1% | Sep 2024 |
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Sovereign Financial Group | 135k | $6.6M | 4% | Sep 2024 |
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Natixis Asset Management Advisors | 133k | $6.6M | 2% | Sep 2024 |
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North Ridge Wealth Advisors | 132k | $6.4M | 5% | Jun 2024 |
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Banco Santander | 130k | $6.4M | 0% | Sep 2024 |
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Connable Office | 129k | $6.3M | 129% | Sep 2024 |
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Fort Vancouver Investment Management | 127k | $6.2M | 6% | Sep 2024 |
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Flow Traders US | 127k | $6.2M | -46% | Sep 2024 |
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Steward Partners Investment Advisory | 125k | $6.1M | -2% | Jun 2024 |
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Peirce Capital Management | 125k | $6.1M | 1% | Sep 2024 |
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SJS Investment Consulting | 124k | $6.1M | 20% | Sep 2024 |
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Asset Allocation Strategies | 124k | $6.1M | -37% | Sep 2024 |
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Timber Creek Capital Management | 123k | $6.1M | 3% | Sep 2024 |
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Gould Asset Management | 118k | $5.8M | 5% | Sep 2024 |
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Rehmann Capital Advisory | 117k | $5.7M | 17% | Sep 2024 |
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Wealth Enhancement Advisory Services | 116k | $5.6M | -20% | Jun 2024 |
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Fiduciary Trust Company | 116k | $5.6M | -9% | Jun 2024 |
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Phillips Financial Management | 113k | $5.6M | -11% | Sep 2024 |
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Private Advisor | 111k | $5.5M | -3% | Sep 2024 |
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Lido Advisors | 109k | $5.3M | 26% | Jun 2024 |
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Ethos Financial Group | 106k | $5.2M | -1% | Sep 2024 |
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FIDELIS iM | 106k | $5.2M | -8% | Sep 2024 |
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Sepio Capital | 106k | $5.2M | 6% | Jun 2024 |
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Austin Asset Management | 106k | $5.2M | 9% | Sep 2024 |
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Essential Planning | 106k | $5.2M | 0% | Sep 2024 |
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Lutz Financial Services | 105k | $5.2M | -2% | Sep 2024 |
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White Lighthouse Investment Management | 104k | $5.1M | 4% | Sep 2024 |
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Certified Advisory Corp | 102k | $5.0M | -4% | Sep 2024 |
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Dynamic Advisors Solutions | 101k | $5.0M | -1% | Sep 2024 |
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Florin Court Capital | 96k | $4.8M | -21% | Sep 2024 |
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Mirae Asset Global Investments | 90k | $4.4M | -16% | Sep 2024 |
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Us Bancorp | 88k | $4.3M | -30% | Sep 2024 |
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Passive Capital Management | 77k | $3.8M | -24% | Sep 2024 |
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Jane Street | 75k | $3.7M | -59% | Sep 2024 |
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Captrust Financial Advisors | 55k | $2.7M | -91% | Sep 2024 |
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Hirtle Callaghan & Co | 54k | $2.6M | -84% | Jun 2024 |
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Scotia Capital | 36k | $1.8M | -67% | Sep 2024 |
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NISA Investment Advisors | 35k | $1.7M | -70% | Sep 2024 |
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Archvest Wealth Advisors | 24k | $1.2M | -79% | Sep 2024 |
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Apollon Wealth Management | 23k | $1.1M | -86% | Sep 2024 |
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Morningstar Investment Services | 14k | $682k | -98% | Sep 2024 |
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Brookstone Capital Management | 9.8k | $482k | -93% | Sep 2024 |
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Heritage Wealth Advisors | 9.7k | $479k | -100% | Sep 2024 |
|
Bank of Nova Scotia | 7.4k | $366k | -97% | Sep 2024 |
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Who sold out of Vanguard Malvern Fds strm infproidx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Simplicity Wealth | Jun 2024 | 710k | $34M |
Symmetry Partner | Jun 2024 | 276k | $13M |
Gibson Wealth Advisors | Jun 2024 | 270k | $13M |
Elwood & Goetz Wealth Advisory Group | Mar 2024 | 169k | $8.1M |
Evermay Wealth Management | Jun 2024 | 119k | $5.8M |