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Vanguard Malvern Fds strm infproidx shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in Vanguard Malvern Fds strm infproidx

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All positions including Vanguard Malvern Fds strm infproidx held by United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5k 50 49.96

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

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