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Vanguard Malvern Fds strm infproidx shares owned by New Dimensions Wealth Management

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

Historical chart of New Dimensions 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 New Dimensions 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 New Dimensions Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 48k 50.63
2025-06-30 $2.5M 49k 50.04

More positions owned by New Dimensions Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for New Dimensions Wealth Management

Top funds holding Vanguard Malvern Fds strm infproidx

Jpmorgan Chase & Co
LPL Financial
Sei Investments
Goldman Sachs Group
Sontag Advisory
ValMark Advisers
FMR
Cambridge Associates
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Morgan Stanley
Envestnet Asset Management
Buckingham Strategic Partners
Colony
Savant Capital Management
HighTower Advisors

View all funds holding Vanguard Malvern Fds strm infproidx