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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
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 21k 50.11
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)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial 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
Buckingham Strategic Partners

View all funds holding Vanguard Malvern Fds strm infproidx