Novak Financial Planning »

Vanguard Malvern Fds strm infproidx shares owned by Novak Financial Planning

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

Historical chart of Novak Financial Planning 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 Novak Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Malvern Fds strm infproidx by Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $803k 15k 52.44
2021-03-31 $814k 16k 51.55
2020-12-31 $806k 16k 51.11

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

Top funds holding Vanguard Malvern Fds strm infproidx

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

View all funds holding Vanguard Malvern Fds strm infproidx