AdvicePeriod »

Vanguard Malvern Fds strm infproidx shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod 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 AdvicePeriod consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Malvern Fds strm infproidx by AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $3.6M 69k 52.41
2021-03-31 $3.3M 64k 51.54
2020-12-31 $3.1M 61k 51.09
2020-09-30 $3.3M 64k 51.03
2020-06-30 $3.1M 63k 50.17
2020-03-31 $3.1M 63k 48.73
2019-12-31 $3.3M 68k 49.29
2019-09-30 $3.1M 63k 49.06
2019-06-30 $3.0M 62k 49.31
2019-03-31 $3.1M 63k 48.67
2018-12-31 $3.1M 65k 47.93
2018-09-30 $3.4M 70k 48.37
2018-06-30 $1.1M 23k 48.86
2018-03-31 $796k 16k 48.90
2017-12-31 $764k 16k 48.84

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

Top funds holding Vanguard Malvern Fds strm infproidx

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

View all funds holding Vanguard Malvern Fds strm infproidx