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Vanguard Malvern Fds strm infproidx shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Vanguard Malvern Fds strm infproidx (VTIP) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management 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 Cherry Tree Wealth Management 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 Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 164k 49.31
2024-06-30 $8.5M 174k 48.54
2024-03-31 $8.4M 176k 47.89
2023-12-31 $8.5M 179k 47.49
2023-09-30 $9.1M 192k 47.28
2023-06-30 $11M 225k 47.42

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Cherry Tree Wealth Management

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