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Vanguard Malvern Fds strm infproidx shares owned by Shotwell Rutter Baer

Quarter-by-quarter ownership of Vanguard Malvern Fds strm infproidx (VTIP) shares owned by Shotwell Rutter Baer from 13F filings

Historical chart of Shotwell Rutter Baer investment in Vanguard Malvern Fds strm infproidx

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All positions including Vanguard Malvern Fds strm infproidx held by Shotwell Rutter Baer 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 Shotwell Rutter Baer

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 85k 48.86
2024-06-30 $4.0M 82k 48.22
2023-12-31 $3.8M 79k 47.69

More positions owned by Shotwell Rutter Baer

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Nuveen Bloomberg (HYMB)

View all positions for Shotwell Rutter Baer

Top funds holding Vanguard Malvern Fds strm infproidx

Jpmorgan Chase & Co
Sei Investments
ValMark Advisers
Cambridge Associates
Morgan Stanley
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Bank of America Corporation
Goldman Sachs Group
Colony
Buckingham Asset Management
Envestnet Asset Management
Buckingham Strategic Partners
Sontag Advisory
Alesco Advisors
Wells Fargo & Company

View all funds holding Vanguard Malvern Fds strm infproidx