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Vanguard Malvern Fds strm infproidx shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement 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 Peak Retirement Planning 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 Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $407k 8.0k 50.63
2025-06-30 $292k 5.8k 50.27
2025-03-31 $287k 5.8k 49.90
2024-12-31 $217k 4.5k 48.42

More positions owned by Peak Retirement Planning

Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Invesco QQQ Trust, Series 1 Exchange Traded Fund
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
SPDR Gold MiniShares Trust Exchange Traded Fund
Communicat Svs Slct Sec Spdr Etf Exchange Traded Fund (XLC)
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)
Spdr Fund Consumer Discre Select Etf Exchange Traded Fund (XLY)
Real Estate Select Sctr Spdr Etf Exchange Traded Fund (XLRE)
Materials Select Sector SPDR Exchange Traded Fund (XLB)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Mid Cap Growth Etf Exchange Traded Fund (VOT)
Vanguard Small Cap Valueetf Exchange Traded Fund (VBR)
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)
Vanguard Value Etf Exchange Traded Fund (VTV)

View all positions for Peak Retirement Planning

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