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Vanguard Malvern Fds strm infproidx shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private Wealth Management investment in Vanguard Malvern Fds strm infproidx

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All positions including Vanguard Malvern Fds strm infproidx held by Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3M 153k 47.89
2023-12-31 $7.3M 153k 47.49
2023-09-30 $7.1M 153k 46.78
2023-06-30 $17M 363k 47.42
2023-03-31 $17M 355k 47.82
2022-12-31 $16M 337k 46.71
2022-09-30 $16M 338k 48.11
2022-06-30 $18M 351k 50.12
2022-03-31 $17M 335k 51.21
2021-12-31 $17M 335k 51.40
2021-09-30 $17M 318k 52.58
2021-06-30 $15M 292k 52.41
2021-03-31 $13M 257k 51.54
2020-12-31 $11M 220k 51.10
2020-09-30 $11M 212k 51.02
2020-06-30 $11M 210k 50.17
2020-03-31 $10M 207k 48.72
2019-12-31 $7.6M 154k 49.28
2019-09-30 $7.3M 149k 49.18
2019-06-30 $7.1M 145k 49.32
2019-03-31 $7.0M 144k 48.68
2018-12-31 $6.7M 139k 47.92

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Apple Stock (AAPL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private 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