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Vanguard Malvern Fds strm infproidx shares owned by Whelan Financial

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

Historical chart of Whelan 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 Whelan 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 Whelan Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 420k 50.63
2025-06-30 $21M 408k 50.27
2025-03-31 $20M 408k 49.90

More positions owned by Whelan Financial

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Global 100 Etf (IOO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Whelan Financial

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
Morgan Stanley
Envestnet Asset Management
Buckingham Strategic Partners
Colony
Savant Capital Management
HighTower Advisors

View all funds holding Vanguard Malvern Fds strm infproidx