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Vanguard Malvern Fds strm infproidx shares owned by Ballast Advisors

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

Historical chart of Ballast Advisors investment in Vanguard Malvern Fds strm infproidx

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All positions including Vanguard Malvern Fds strm infproidx held by Ballast 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 Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.1M 140k 50.23
2023-06-30 $278k 5.9k 47.42
2023-03-31 $367k 7.7k 47.82
2022-12-31 $381k 8.2k 46.71
2022-09-30 $603k 13k 48.08
2022-06-30 $686k 14k 50.09
2022-03-31 $741k 15k 51.19

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View all positions for Ballast Advisors

Top funds holding Vanguard Malvern Fds strm infproidx

LPL Financial
ValMark Advisers
Goldman Sachs Group
Savant Capital Management
Wealthfront Advisers
Sei Investments
Morgan Stanley
Cambridge Associates
Colony
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Sontag Advisory
Buckingham Strategic Partners
FMR
Envestnet Asset Management
Bank of America Corporation

View all funds holding Vanguard Malvern Fds strm infproidx