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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
2026-03-31 $11M 228k 49.95
2025-09-30 $1.5M 30k 50.63
2025-06-30 $1.7M 34k 50.27
2024-12-31 $1.1M 23k 48.42
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

LPL Financial
Goldman Sachs Group
ValMark Advisers
Morgan Stanley
Sei Investments
Cambridge Associates
FMR
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealthfront Advisers
Sontag Advisory
Envestnet Asset Management
Colony
Buckingham Strategic Partners
Bank of America Corporation
Savant Capital Management

View all funds holding Vanguard Malvern Fds strm infproidx