Vanguard Malvern Fds strm infproidx shares owned by Caldwell Trust
Quarter-by-quarter ownership of Vanguard Malvern Fds strm infproidx (VTIP) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Vanguard Malvern Fds strm infproidx
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Quarterly reported holdings in Vanguard Malvern Fds strm infproidx by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $563k | 11k | 50.63 |
| 2021-12-31 | $4.2M | 81k | 51.40 |
| 2021-09-30 | $669k | 13k | 52.58 |
| 2021-06-30 | $647k | 12k | 52.41 |
| 2021-03-31 | $606k | 12k | 51.54 |
| 2020-12-31 | $601k | 12k | 51.10 |
| 2020-09-30 | $589k | 12k | 51.02 |
| 2020-06-30 | $560k | 11k | 50.17 |
| 2020-03-31 | $528k | 11k | 48.72 |
| 2019-12-31 | $401k | 8.1k | 49.28 |
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