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Vanguard Malvern Fds strm infproidx shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Vanguard Malvern Fds strm infproidx

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All positions including Vanguard Malvern Fds strm infproidx held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 55k 49.31
2024-06-30 $8.2M 589k 13.91
2024-03-31 $8.2M 172k 47.89
2023-12-31 $5.1M 108k 47.49
2023-09-30 $4.3M 92k 47.28
2023-06-30 $5.9M 125k 47.42
2023-03-31 $8.5M 178k 47.82
2022-12-31 $1.1M 23k 46.71
2022-09-30 $1.1M 22k 48.10
2022-06-30 $1.1M 22k 50.12
2022-03-31 $659k 13k 51.22
2021-12-31 $701k 14k 51.40
2021-09-30 $750k 14k 52.61
2021-06-30 $655k 13k 52.40
2021-03-31 $472k 9.2k 51.53
2020-12-31 $498k 9.8k 51.07
2020-09-30 $374k 7.3k 50.97
2020-06-30 $424k 8.4k 50.23
2020-03-31 $401k 8.2k 48.75
2019-12-31 $416k 8.4k 49.27
2019-09-30 $213k 4.3k 49.13
2019-06-30 $213k 4.3k 49.24
2019-03-31 $346k 7.1k 48.62
2018-12-31 $168k 3.5k 47.95
2018-09-30 $169k 3.5k 48.23
2018-06-30 $171k 3.5k 48.80
2018-03-31 $163k 3.3k 48.92
2017-12-31 $171k 3.5k 48.80
2017-09-30 $171k 3.5k 49.48
2017-06-30 $124k 2.5k 49.26
2016-12-31 $2.0k 46 43.48
2016-03-31 $5.0k 107 46.73
2015-12-31 $5.0k 107 46.73

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Vanguard Malvern Fds strm infproidx

Jpmorgan Chase & Co
Sei Investments
ValMark Advisers
Cambridge Associates
Morgan Stanley
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Bank of America Corporation
Goldman Sachs Group
Colony
Buckingham Asset Management
Envestnet Asset Management
Buckingham Strategic Partners
Sontag Advisory
Alesco Advisors
Wells Fargo & Company

View all funds holding Vanguard Malvern Fds strm infproidx