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Vanguard Malvern Fds strm infproidx shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory 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 Delap Wealth Advisory 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 Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 56k 47.49
2023-09-30 $969k 21k 47.28
2023-06-30 $1.1M 23k 47.42
2023-03-31 $820k 17k 47.82
2022-12-31 $1.0M 22k 46.71

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Vanguard Bd Index Fds Short Trm Bond (BSV)
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Ishares Tr 3 7 Yr Treas Bd (IEI)
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Appfolio Com Cl A (APPF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Delap Wealth Advisory

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