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Vanguard Malvern Fds strm infproidx shares owned by Lumature Wealth Partners

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

Historical chart of Lumature 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 Lumature 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 Lumature Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $11k 221 47.42
2023-03-31 $28k 583 47.82
2022-12-31 $269k 5.8k 46.71
2022-09-30 $11M 231k 48.11
2022-06-30 $11M 224k 50.12

More positions owned by Lumature Wealth Partners

Broadstone Net Lease (BNL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Owl Rock Capital Corporation (OBDC)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Core Msci Emkt (IEMG)

View all positions for Lumature Wealth Partners

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