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Vanguard Malvern Fds strm infproidx shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners 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 Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 43k 49.46
2025-09-30 $3.0M 59k 50.63
2025-06-30 $2.6M 52k 50.27
2024-06-30 $4.7k 96 48.54

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Vanguard Malvern Fds strm infproidx

Jpmorgan Chase & Co
LPL Financial
Goldman Sachs Group
Sei Investments
Cambridge Associates
ValMark Advisers
FMR
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Colony
Sontag Advisory
Envestnet Asset Management
Wealthfront Advisers
Savant Capital Management
HighTower Advisors
Wells Fargo & Company

View all funds holding Vanguard Malvern Fds strm infproidx