# VANGUARD MALVERN FDS (VTIP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VTIP/

- Reporting holders: 42
- Reported value: $268.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $32.4M | 659,236 | 5.5% | 21 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $26.6M | 540,037 | 2.5% | 32 |
| [Deane Retirement Strategies, Inc.](https://holderbook.com/funds/1659346-deane-retirement-strategies-inc/) | $24.1M | 488,731 | 9.9% | 25 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $20.3M | 412,206 | 4.5% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $19.1M | 388,184 | 0.1% | 16 |
| [Emprise Bank](https://holderbook.com/funds/2018815-emprise-bank/) | $17.6M | 356,639 | 6.7% | 11 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $16.6M | 343,369 | 0.2% | 26 |
| [ATMOS ADVISORY, LLC](https://holderbook.com/funds/1905162-atmos-advisory-llc/) | $15.6M | 316,500 | 8.3% | 16 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $13.8M | 280,745 | 6.7% | 25 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $11.2M | 227,773 | 1.0% | 32 |
| [Frisco Financial Planning LLC](https://holderbook.com/funds/2133972-frisco-financial-planning-llc/) | $11.1M | 226,261 | 8.7% | 8 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $9.0M | 185,693 | 1.8% | 8 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $8.1M | 165,473 | 1.2% | 8 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $7.3M | 148,807 | 0.9% | 15 |
| [CogentBlue Wealth Advisors, LLC](https://holderbook.com/funds/2054047-cogentblue-wealth-advisors-llc/) | $3.9M | 79,100 | 3.6% | 8 |
| [TILIA FIDUCIARY PARTNERS, INC.](https://holderbook.com/funds/1910210-tilia-fiduciary-partners-inc/) | $3.5M | 70,758 | 0.8% | 20 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $3.4M | 68,070 | 0.5% | 21 |
| [Veery Capital, LLC](https://holderbook.com/funds/1844375-veery-capital-llc/) | $3.0M | 61,020 | 0.8% | 24 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $2.8M | 57,324 | 0.5% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.8M | 57,550 | 0.1% | 7 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $2.6M | 53,816 | 0.7% | 7 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $2.1M | 43,406 | 0.5% | 5 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $1.5M | 30,763 | 0.3% | 1 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $1.5M | 29,880 | 0.4% | 16 |
| [BRIGHTON SECURITIES CORP.](https://holderbook.com/funds/14213-brighton-securities-corp/) | $1.5M | 29,762 | 0.6% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 42 | $268.2M |
| Q2 2026 | 957 | $11.5B |
| Q1 2026 | 917 | $10.3B |
| Q4 2025 | 900 | $10.9B |
| Q3 2025 | 845 | $11.8B |
| Q2 2025 | 838 | $9.8B |
| Q1 2025 | 792 | $8.7B |
| Q4 2024 | 771 | $7.8B |
| Q3 2024 | 704 | $7.9B |
| Q2 2024 | 734 | $6.0B |
| Q1 2024 | 719 | $6.3B |
| Q4 2023 | 766 | $6.8B |