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Vanguard Malvern Fds strm infproidx shares owned by SpringVest Wealth Management

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

Historical chart of SpringVest Wealth Management 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 SpringVest Wealth Management 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 SpringVest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 58k 50.63
2025-06-30 $2.8M 55k 50.27
2025-03-31 $2.7M 54k 49.90
2024-12-31 $2.4M 50k 48.42

More positions owned by SpringVest Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
American Electric Power Company (AEP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for SpringVest Wealth Management

Top funds holding Vanguard Malvern Fds strm infproidx

Jpmorgan Chase & Co
LPL Financial
Sei Investments
Goldman Sachs Group
Sontag Advisory
ValMark Advisers
FMR
Cambridge Associates
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Morgan Stanley
Envestnet Asset Management
Buckingham Strategic Partners
Colony
Savant Capital Management
HighTower Advisors

View all funds holding Vanguard Malvern Fds strm infproidx