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Vanguard Malvern Fds strm infproidx shares owned by Kaufman Rossin Wealth

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

Historical chart of Kaufman Rossin Wealth 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 Kaufman Rossin Wealth 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 Kaufman Rossin Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 28k 49.46
2025-09-30 $1.2M 24k 50.63
2025-06-30 $996k 20k 50.27
2025-03-31 $1.0M 21k 49.90
2024-12-31 $1.2M 25k 48.42

More positions owned by Kaufman Rossin Wealth

Ea Series Trust Ea Bridgeway Omn (BSVO)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Kaufman Rossin Wealth

Top funds holding Vanguard Malvern Fds strm infproidx

Jpmorgan Chase & Co
LPL Financial
Goldman Sachs Group
Sei Investments
Cambridge Associates
ValMark Advisers
FMR
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Colony
Sontag Advisory
Envestnet Asset Management
Wealthfront Advisers
Savant Capital Management
HighTower Advisors
Wells Fargo & Company

View all funds holding Vanguard Malvern Fds strm infproidx