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Vanguard Malvern Fds strm infproidx shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies 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 Summit Financial Strategies 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $332k 6.9k 47.89
2023-09-30 $329k 7.0k 47.28
2023-06-30 $323k 6.8k 47.42
2023-03-31 $329k 6.9k 47.82
2022-12-31 $317k 6.8k 46.71
2022-09-30 $354k 7.4k 48.10
2022-06-30 $390k 7.8k 50.14
2022-03-31 $336k 6.6k 51.14
2021-12-31 $335k 6.5k 51.38
2021-09-30 $343k 6.5k 52.61
2021-06-30 $278k 5.3k 52.32
2020-12-31 $352k 6.9k 51.16
2020-09-30 $326k 6.4k 51.02
2020-06-30 $301k 6.0k 50.18
2020-03-31 $424k 8.7k 48.67
2019-12-31 $399k 8.1k 49.29
2019-09-30 $427k 8.7k 49.02
2019-06-30 $616k 13k 49.34
2019-03-31 $1.1M 23k 48.66
2018-12-31 $5.5M 115k 47.92
2018-09-30 $23M 466k 48.37
2018-06-30 $22M 445k 48.85
2018-03-31 $21M 425k 48.91
2017-12-31 $20M 403k 48.82
2017-09-30 $19M 378k 49.45
2017-06-30 $18M 365k 49.23
2016-12-31 $17M 337k 49.16
2016-09-30 $17M 333k 49.65
2016-06-30 $15M 304k 49.48
2016-03-31 $15M 301k 49.13
2015-12-31 $14M 295k 48.35
2015-09-30 $14M 285k 48.38
2015-06-30 $13M 274k 48.68
2015-03-31 $13M 259k 48.46
2014-12-31 $11M 235k 48.24

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)

View all positions for Summit Financial Strategies

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