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Vanguard Malvern Fds strm infproidx shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 71k 49.31
2024-03-31 $3.6M 74k 47.89
2023-12-31 $4.3M 90k 47.49

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Vanguard Malvern Fds strm infproidx

ValMark Advisers
Cambridge Associates
Heritage Wealth Advisors
Bank of America Corporation
Morgan Stanley
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Goldman Sachs Group
Buckingham Asset Management
Envestnet Asset Management
Wells Fargo & Company
Sontag Advisory
HighTower Advisors
LPL Financial
Satovsky Asset Management
Charles Schwab Investment Management

View all funds holding Vanguard Malvern Fds strm infproidx