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Vanguard Malvern Fds strm infproidx shares owned by Klingman & Associates

Quarter-by-quarter ownership of Vanguard Malvern Fds strm infproidx (VTIP) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Vanguard Malvern Fds strm infproidx

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All positions including Vanguard Malvern Fds strm infproidx held by Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $69M 1.5M 47.49
2023-09-30 $62M 1.3M 47.28
2023-06-30 $58M 1.2M 47.42
2023-03-31 $56M 1.2M 47.82
2022-12-31 $53M 1.1M 46.71
2022-09-30 $64M 1.3M 48.11
2022-06-30 $62M 1.2M 50.12
2022-03-31 $62M 1.2M 51.21
2021-12-31 $59M 1.2M 51.40
2021-09-30 $58M 1.1M 52.58
2021-06-30 $57M 1.1M 52.41
2021-03-31 $53M 1.0M 51.54
2020-12-31 $49M 951k 51.10
2020-09-30 $45M 881k 51.02
2020-06-30 $42M 828k 50.17
2020-03-31 $39M 800k 48.72
2019-12-31 $39M 788k 49.28
2019-09-30 $37M 750k 49.05
2019-06-30 $14M 283k 49.32
2019-03-31 $25M 505k 48.68
2018-12-31 $21M 443k 47.92
2018-09-30 $23M 466k 48.37
2018-06-30 $23M 478k 48.85
2018-03-31 $22M 454k 48.91
2017-12-31 $20M 403k 48.82
2017-09-30 $16M 331k 49.45
2017-06-30 $12M 233k 49.23
2017-03-31 $9.1M 183k 49.47
2016-12-31 $5.1M 103k 49.16
2016-09-30 $3.5M 71k 49.65
2016-06-30 $2.5M 50k 49.47
2016-03-31 $1.1M 23k 49.13
2015-12-31 $1.1M 22k 48.36
2015-09-30 $725k 15k 48.32
2015-06-30 $725k 15k 48.66
2015-03-31 $625k 13k 48.45
2014-12-31 $583k 12k 48.18

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)

View all positions for Klingman & Associates

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