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Vanguard Malvern Fds strm infproidx shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $32M 657k 47.89
2022-09-30 $595k 12k 48.10
2022-06-30 $623k 12k 50.10
2021-12-31 $333k 6.5k 51.43

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

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