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Vanguard Malvern Fds strm infproidx shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $83k 1.7k 48.54
2024-03-31 $83k 1.7k 47.89
2023-12-31 $102k 2.1k 47.49
2023-09-30 $48k 1.0k 47.28
2023-06-30 $42k 890 47.42
2023-03-31 $25k 526 47.82

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View all positions for Cape Investment Advisory

Top funds holding Vanguard Malvern Fds strm infproidx

Jpmorgan Chase & Co
Sei Investments
ValMark Advisers
Cambridge Associates
Morgan Stanley
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