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Balanced Rock Investment Advisors »

Vanguard Malvern Fds strm infproidx shares owned by Balanced Rock Investment Advisors

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

Historical chart of Balanced Rock 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 Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$1.9M	40k	48.54
2024-03-31	$1.9M	39k	47.89

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Msci Usa Etf (USXF)

Ishares Tr Esg Adv Ttl Usd (EUSB)

Ishares Tr Esg Eafe Etf (DMXF)

Ishares Tr Esg Awr Us Agrgt (EAGG)

Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

Ishares Tr Esg Aw Msci Eafe (ESGD)

Manager Directed Portfolios Vert Glb Sust Re (VGSR)

Pimco Equity Ser Rafi Esg Us (RAFE)

Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)

Ishares Tr Egsadvncdmsci Em (EMXF)

Vanguard World Esg Intl Stk Etf (VSGX)

Ishares Tr Esg Awr Msci Usa (ESGU)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Ishares Tr Esg Advncd Hy Bd (HYXF)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

Top funds holding Vanguard Malvern Fds strm infproidx

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Bank of America Corporation

Goldman Sachs Group

Colony

Buckingham Asset Management

Envestnet Asset Management

Buckingham Strategic Partners

Sontag Advisory

Alesco Advisors

Wells Fargo & Company

View all funds holding Vanguard Malvern Fds strm infproidx

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