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Vanguard Malvern Fds strm infproidx shares owned by Retirement Capital Strategies

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

Historical chart of Retirement Capital Strategies 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 Retirement Capital Strategies 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 Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $8.7M 183k 47.42
2023-03-31 $19M 404k 47.82
2021-09-30 $5.0M 96k 52.58

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View all positions for Retirement Capital Strategies

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
Klingman & Associates
Bank of New York Mellon

View all funds holding Vanguard Malvern Fds strm infproidx