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Vanguard Malvern Fds strm infproidx shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks 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 Lifeworks Advisors 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.6M 203k 47.49
2023-09-30 $8.1M 171k 47.28
2023-06-30 $7.4M 157k 47.42
2023-03-31 $8.7M 181k 47.82
2022-12-31 $8.8M 189k 46.71
2022-09-30 $5.5M 116k 47.75

More positions owned by Lifeworks Advisors

Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Mbs Etf (MBB)
Johnson & Johnson (JNJ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Campbell Soup Company (CPB)
Gilead Sciences (GILD)
Merck & Co (MRK)
Otis Worldwide Corp (OTIS)
Microsoft Corporation (MSFT)

View all positions for Lifeworks 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