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Vanguard Malvern Fds strm infproidx shares owned by Wealthsource Partners

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

Historical chart of Wealthsource 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 Wealthsource 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 38k 47.49
2023-09-30 $1.9M 39k 47.28
2023-06-30 $2.1M 45k 47.42
2023-03-31 $2.0M 41k 47.82
2022-12-31 $1.5M 32k 46.71
2022-09-30 $1.7M 34k 48.12
2022-06-30 $428k 8.5k 50.18

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

Top funds holding Vanguard Malvern Fds strm infproidx

Sei Investments
FMR
ValMark Advisers
Cambridge Associates
Heritage Wealth Advisors
Bank of America Corporation
Morgan Stanley
Betterment
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Goldman Sachs Group
Buckingham Asset Management
Envestnet Asset Management
Wells Fargo & Company
Sontag Advisory
Alesco Advisors

View all funds holding Vanguard Malvern Fds strm infproidx