Gradient Capital Advisors »

Vanguard Malvern Fds strm infproidx shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital Advisors 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 Gradient Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Malvern Fds strm infproidx by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 136k 47.89
2023-12-31 $6.1M 129k 47.49
2023-09-30 $7.1M 150k 47.28
2023-06-30 $7.6M 161k 47.42
2023-03-31 $8.3M 174k 47.82
2022-12-31 $8.9M 190k 46.71
2022-09-30 $10M 213k 48.11
2022-06-30 $11M 224k 50.12
2022-03-31 $12M 233k 51.21
2021-12-31 $12M 234k 51.40
2021-09-30 $12M 220k 52.58
2021-06-30 $11M 210k 52.41
2021-03-31 $9.8M 189k 51.54
2020-12-31 $8.7M 171k 51.10
2020-09-30 $7.8M 154k 51.02
2020-06-30 $7.0M 139k 50.17
2020-03-31 $6.1M 125k 48.72
2019-12-31 $7.3M 149k 49.28
2019-09-30 $7.1M 145k 49.05
2019-06-30 $7.2M 146k 49.32
2019-03-31 $7.4M 152k 48.68
2018-12-31 $7.7M 160k 47.92
2018-09-30 $8.1M 168k 48.37
2018-06-30 $8.4M 171k 48.85
2018-03-31 $8.4M 172k 48.91
2017-12-31 $8.4M 172k 48.82

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab International Equity Etf Etf (SCHF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Jpmorgan Chase & Co Stock (JPM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Large-cap Etf Etf (VV)

View all positions for Gradient Capital Advisors

Top funds holding Vanguard Malvern Fds strm infproidx

ValMark Advisers
Betterment
Heritage Wealth Advisors
Bank of America Corporation
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wells Fargo & Company
Buckingham Asset Management
Goldman Sachs Group
UBS Group
Alesco Advisors
HighTower Advisors
Charles Schwab Investment Management
Sontag Advisory
Klingman & Associates
Bank of New York Mellon

View all funds holding Vanguard Malvern Fds strm infproidx