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Vanguard Malvern Fds strm infproidx shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management 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 Modera Wealth Management 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 36k 48.54
2024-03-31 $1.7M 36k 47.89
2023-12-31 $1.2M 25k 47.49
2023-09-30 $2.1M 44k 47.28
2023-06-30 $2.1M 45k 47.42
2023-03-31 $543k 11k 47.82
2022-12-31 $607k 13k 46.71
2022-09-30 $675k 14k 48.09
2022-06-30 $1.4M 27k 50.13
2022-03-31 $1.5M 30k 51.21
2021-12-31 $1.5M 29k 51.39
2021-09-30 $537k 10k 52.55
2021-06-30 $535k 10k 52.39
2021-03-31 $523k 10k 51.52
2020-12-31 $515k 10k 51.07
2020-09-30 $598k 12k 50.98
2020-06-30 $581k 12k 50.17
2020-03-31 $439k 9.0k 48.68
2019-12-31 $25M 500k 49.28
2019-09-30 $25M 508k 49.05
2019-06-30 $25M 514k 49.32
2019-03-31 $25M 520k 48.68
2018-12-31 $26M 536k 47.92
2018-09-30 $5.9M 121k 48.37
2018-06-30 $2.7M 56k 48.85
2018-03-31 $2.4M 48k 48.91
2017-12-31 $5.7M 116k 48.82
2015-06-30 $352k 7.2k 48.69
2015-03-31 $522k 11k 48.48
2014-12-31 $630k 13k 48.21
2014-09-30 $1.2M 24k 49.38
2014-06-30 $1.7M 35k 50.13
2014-03-31 $2.8M 57k 49.34
2013-12-31 $2.3M 46k 49.33

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Modera Wealth Management

Top funds holding Vanguard Malvern Fds strm infproidx

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Morgan Stanley
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Goldman Sachs Group
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Envestnet Asset Management
Wells Fargo & Company
Sontag Advisory
Alesco Advisors

View all funds holding Vanguard Malvern Fds strm infproidx