Pine Harbor Wealth Management »

Vanguard Malvern Fds strm infproidx shares owned by Pine Harbor Wealth Management

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

Historical chart of Pine Harbor 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 Pine Harbor Wealth Management 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 Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.9M 146k 47.49

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares U S Etf Tr Blackrock Short (MEAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Pine Harbor Wealth Management

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
Buckingham Strategic Partners
Franklin Resources

View all funds holding Vanguard Malvern Fds strm infproidx