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Vanguard Malvern Fds strm infproidx shares owned by Evercore Wealth Management

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

Historical chart of Evercore Wealth Management 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 Evercore Wealth Management 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 Evercore Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 4.8k 47.89
2023-09-30 $228k 4.8k 47.28
2023-06-30 $229k 4.8k 47.42
2015-12-31 $11k 218 50.46
2015-09-30 $11k 218 50.46

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Mastercard Incorporated Cl A (MA)
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AutoZone (AZO)
Home Depot (HD)
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Thermo Fisher Scientific (TMO)
UnitedHealth (UNH)
Alphabet Cap Stk Cl C (GOOG)
Cdw (CDW)
Accenture Plc Ireland Shs Class A (ACN)
JPMorgan Chase & Co. (JPM)

View all positions for Evercore Wealth Management

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