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Vanguard Malvern Fds strm infproidx shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory 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 SageView Advisory 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 40k 47.59
2023-09-30 $1.5M 32k 47.28
2023-06-30 $1.7M 37k 47.42
2023-03-31 $2.9M 60k 47.82
2022-12-31 $7.1M 151k 46.71

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

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