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Vanguard Malvern Fds strm infproidx shares owned by ProVise Management Group

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

Historical chart of ProVise Management Group investment in Vanguard Malvern Fds strm infproidx

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All positions including Vanguard Malvern Fds strm infproidx held by ProVise 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 ProVise Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 425k 47.89
2023-12-31 $21M 437k 47.49
2023-09-30 $19M 393k 47.28
2023-06-30 $18M 378k 47.82
2023-03-31 $18M 378k 47.82
2022-12-31 $18M 379k 46.71
2022-09-30 $9.6M 201k 48.11
2022-06-30 $4.6M 92k 50.12
2022-03-31 $2.8M 55k 51.21
2021-12-31 $2.1M 42k 51.41
2021-09-30 $2.6M 49k 52.58
2021-06-30 $2.6M 49k 52.40
2021-03-31 $3.6M 71k 51.53
2020-12-31 $4.5M 87k 51.10
2020-09-30 $4.4M 87k 51.02
2020-06-30 $3.7M 73k 50.17
2020-03-31 $2.9M 60k 48.72
2019-12-31 $3.3M 67k 49.28
2019-09-30 $3.3M 67k 49.05
2019-06-30 $3.4M 69k 49.32
2019-03-31 $3.5M 71k 48.68
2018-12-31 $3.5M 74k 47.92
2018-09-30 $3.6M 74k 48.37
2018-06-30 $3.7M 75k 48.85
2018-03-31 $3.7M 75k 48.91
2017-12-31 $3.1M 63k 48.81
2017-09-30 $3.1M 62k 49.45
2017-06-30 $3.1M 63k 49.24
2017-03-31 $3.0M 61k 49.48
2016-12-31 $2.9M 59k 49.16
2016-09-30 $2.9M 58k 49.66
2016-06-30 $3.0M 60k 49.48
2016-03-31 $2.7M 56k 49.13
2015-12-31 $2.3M 47k 48.36
2015-09-30 $2.3M 48k 48.39
2015-06-30 $2.4M 49k 48.69
2015-03-31 $2.4M 49k 48.46
2014-12-31 $2.3M 48k 48.25
2014-09-30 $2.4M 49k 49.37
2014-06-30 $2.1M 41k 50.13
2014-03-31 $1.5M 30k 49.33
2013-12-31 $1.0M 21k 49.31
2013-09-30 $1.0M 21k 49.42
2013-06-30 $943k 19k 49.11

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Ishares Tr Core Div Grwth (DGRO)
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Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Wells Fargo & Company (WFC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for ProVise Management Group

Top funds holding Vanguard Malvern Fds strm infproidx

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Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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UBS Group
Alesco Advisors
Sontag Advisory
HighTower Advisors
Charles Schwab Investment Management
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View all funds holding Vanguard Malvern Fds strm infproidx