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Vanguard Malvern Fds strm infproidx shares owned by Surience Private Wealth

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

Historical chart of Surience Private 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 Surience Private 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 Surience Private Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.1M 61k 50.27
2024-12-31 $2.7M 57k 48.42
2023-06-30 $492k 10k 47.42
2023-03-31 $3.6M 76k 47.82
2022-12-31 $5.0M 106k 46.71
2022-09-30 $4.6M 96k 48.10
2022-06-30 $477k 9.5k 50.10
2022-03-31 $488k 9.5k 51.26

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr State Street Fin (XLF)
Select Sector Spdr Tr State Street Tec (XLK)
Ge Aerospace Com New (GE)
Raytheon Technologies Corp (RTX)
Amazon (AMZN)
Goldman Sachs (GS)
Caterpillar (CAT)
International Business Machines (IBM)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Vale S A Sponsored Ads (VALE)
Spdr Series Trust State Street Spd (JNK)

View all positions for Surience Private Wealth

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
Envestnet Asset Management
Buckingham Strategic Partners
Colony
Savant Capital Management
HighTower Advisors
Wells Fargo & Company

View all funds holding Vanguard Malvern Fds strm infproidx