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Vanguard Malvern Fds strm infproidx shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners 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 Concord Wealth Partners 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 Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $151k 3.0k 50.22
2021-03-31 $0 8 0.00

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NVIDIA Corporation (NVDA)
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Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust ST STR P500GRW (SPYG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Midcap Divid (DON)
Broadcom (AVGO)
Spdr Index Shs Fds St S&p Intl Etf (DWX)

View all positions for Concord Wealth Partners

Top funds holding Vanguard Malvern Fds strm infproidx

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

View all funds holding Vanguard Malvern Fds strm infproidx