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Vanguard Malvern Fds strm infproidx shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 22k 49.31
2024-06-30 $1.0M 21k 48.54
2024-03-31 $952k 20k 47.89

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View all positions for Summit Financial

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