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Vanguard Malvern Fds strm infproidx shares owned by WMG Financial Advisors

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

Historical chart of WMG Financial Advisors 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 WMG Financial Advisors 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 WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $287k 5.8k 49.31
2024-06-30 $275k 5.7k 48.54
2024-03-31 $258k 5.4k 47.89

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View all positions for WMG Financial Advisors

Top funds holding Vanguard Malvern Fds strm infproidx

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

View all funds holding Vanguard Malvern Fds strm infproidx