VANGUARD MALVERN FDS (VTIP)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
42
Reporting holders
$268.2M
Reported value
0.0%
Calls
0.0%
Puts
-915
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Marotta Asset Management | $32.4M | 659,236 | 5.51% | 21q | -1.2%-$390.4K |
| Graves Light Lenhart Wealth, Inc. | $26.6M | 540,037 | 2.49% | 32q | +196.7%+$17.6M |
| Deane Retirement Strategies, Inc. | $24.1M | 488,731 | 9.85% | 25q | -1.5%-$355.7K |
| Prosperity Planning, Inc. | $20.3M | 412,206 | 4.50% | 24q | +7.3%+$1.4M |
| Farther Finance Advisors, LLC | $19.1M | 388,184 | 0.13% | 16q | +6.3%+$1.1M |
| Emprise Bank | $17.6M | 356,639 | 6.71% | 11q | -1.0%-$171.4K |
| Apella Capital, LLC | $16.6M | 343,369 | 0.21% | 26q | -5.4%-$945.2K |
| ATMOS ADVISORY, LLC | $15.6M | 316,500 | 8.29% | 16q | +0.8%+$129.3K |
| Baron Financial Group, LLC | $13.8M | 280,745 | 6.73% | 25q | +2.7%+$362.3K |
| Trust Co | $11.2M | 227,773 | 0.98% | 32q | +14.8%+$1.4M |
| Frisco Financial Planning LLC | $11.1M | 226,261 | 8.67% | 8q | +2.7%+$297.4K |
| Friday Financial | $9.0M | 185,693 | 1.78% | 8q | +23.9%+$1.7M |
| Factor Wealth Management LTD | $8.1M | 165,473 | 1.25% | 8q | -19.3%-$2.0M |
| Breakwater Capital Group | $7.3M | 148,807 | 0.87% | 15q | +3.8%+$269.6K |
| CogentBlue Wealth Advisors, LLC | $3.9M | 79,100 | 3.62% | 8q | +4.0%+$151.4K |
| TILIA FIDUCIARY PARTNERS, INC. | $3.5M | 70,758 | 0.80% | 20q | +98.8%+$1.7M |
| Boston Standard Wealth Management, LLC | $3.4M | 68,070 | 0.48% | 21q | +9.8%+$299.5K |
| Veery Capital, LLC | $3.0M | 61,020 | 0.80% | 24q | +10.5%+$285.1K |
| Conrad Siegel Investment Advisors, Inc. | $2.8M | 57,324 | 0.46% | 12q | +3.4%+$92.7K |
| Wedmont Private Capital | $2.8M | 57,550 | 0.07% | 7q | +776.6%+$2.5M |
| PRIVATE CLIENT SERVICES, LLC | $2.6M | 53,816 | 0.71% | 7q | +1.1%+$29.8K |
| RFG - Bristol Wealth Advisors, LLC | $2.1M | 43,406 | 0.51% | 5q | +6.1%+$123.5K |
| Legacy Wealth Asset Management, LLC | $1.5M | 30,763 | 0.33% | new | NEW |
| FC Advisory LLC | $1.5M | 29,880 | 0.39% | 16q | +38.8%+$411.5K |
| BRIGHTON SECURITIES CORP. | $1.5M | 29,762 | 0.61% | 6q | +4.1%+$57.1K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.3M | 26,472 | 0.26% | 5q | +14.4%+$163.7K |
| Successful Portfolios LLC | $1.1M | 23,627 | 0.53% | 32q | +1.7%+$18.6K |
| First Heartland Consultants, Inc. | $1.1M | 22,047 | 0.07% | 3q | +1.9%+$19.9K |
| CoreCap Advisors, LLC | $1.0M | 21,086 | 0.03% | 9q | +13.9%+$126.7K |
| Hardin Capital Partners, LLC | $598.2K | 12,154 | 0.29% | 10q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $488.7K | 9,929 | 0.03% | 16q | -99.3%-$71.1M |
| MassMutual Private Wealth & Trust, FSB | $356.2K | 7,236 | 0.01% | 3q | -26.0%-$125.0K |
| Towneley Capital Management, Inc / DE | $258.5K | 5,252 | 0.05% | 12q | +0.7%+$1.8K |
| KWMG, LLC | $253.7K | 5,155 | 0.02% | 2q | HELD |
| Coastline Trust Co | $64.5K | 1,310 | 0.01% | 9q | HELD |
| Versant Capital Management, Inc | $49.2K | 1,000 | 0.00% | 12q | HELD |
| Investors Research Corp | $27.9K | 567 | 0.00% | 22q | HELD |
| GAMMA Investing LLC | $15.5K | 314 | 0.00% | 10q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $7.3K | 149 | 0.00% | 15q | HELD |
| Bangor Savings Bank | $6.5K | 132 | 0.00% | 3q | HELD |
| TOMPKINS FINANCIAL CORP | $3.8K | 77 | 0.00% | 31q | HELD |
| Bank of New Hampshire | $2.2K | 45 | 0.00% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 42 | $268.2M | 5,457,655 | 1 | 24 | 7 | 0.0% |
| Q2 2026 | 957 | $11.5B | 228,908,535 | 92 | 478 | 212 | 0.2% |
| Q1 2026 | 917 | $10.3B | 206,977,828 | 80 | 417 | 249 | 0.0% |
| Q4 2025 | 900 | $10.9B | 221,431,991 | 65 | 438 | 205 | 0.0% |
| Q3 2025 | 845 | $11.8B | 233,488,869 | 65 | 377 | 236 | 0.0% |
| Q2 2025 | 838 | $9.8B | 196,535,421 | 87 | 340 | 231 | 0.0% |
| Q1 2025 | 792 | $8.7B | 175,135,528 | 78 | 312 | 234 | 0.0% |
| Q4 2024 | 771 | $7.8B | 160,684,131 | 51 | 305 | 220 | 0.0% |
| Q3 2024 | 704 | $7.9B | 160,599,306 | 44 | 245 | 283 | 0.0% |
| Q2 2024 | 734 | $6.0B | 123,176,027 | 57 | 214 | 307 | 0.0% |
| Q1 2024 | 719 | $6.3B | 130,429,226 | 39 | 226 | 321 | 0.0% |
| Q4 2023 | 766 | $6.8B | 142,945,476 | 64 | 224 | 328 | 0.1% |
| Q3 2023 | 732 | $7.3B | 153,887,327 | 46 | 250 | 301 | 0.0% |
| Q2 2023 | 766 | $7.0B | 148,378,680 | 35 | 204 | 357 | 0.0% |
| Q1 2023 | 777 | $7.3B | 152,487,970 | 66 | 225 | 346 | 0.1% |
| Q4 2022 | 814 | $11.4B | 243,724,651 | 71 | 252 | 341 | 0.1% |
| Q3 2022 | 782 | $9.7B | 200,358,731 | 60 | 254 | 317 | 0.1% |
| Q2 2022 | 805 | $11.1B | 221,886,118 | 99 | 315 | 258 | 0.1% |
| Q1 2022 | 781 | $10.6B | 207,270,325 | 94 | 357 | 204 | 0.2% |
| Q4 2021 | 740 | $11.3B | 219,950,644 | 91 | 381 | 109 | 0.0% |
| Q3 2021 | 611 | $9.7B | 184,919,658 | 73 | 326 | 105 | 0.0% |
| Q2 2021 | 574 | $8.5B | 163,185,753 | 87 | 302 | 93 | 0.0% |
| Q1 2021 | 510 | $7.7B | 148,611,889 | 80 | 261 | 75 | 0.0% |
| Q4 2020 | 451 | $6.8B | 133,850,862 | 51 | 183 | 92 | 0.0% |
| Q3 2020 | 384 | $6.0B | 118,043,519 | 50 | 169 | 67 | 0.0% |
| Q2 2020 | 360 | $4.9B | 98,085,028 | 39 | 115 | 109 | 0.0% |
| Q1 2020 | 348 | $4.2B | 86,850,182 | 43 | 90 | 141 | 0.0% |
| Q4 2019 | 351 | $4.9B | 99,387,266 | 29 | 119 | 104 | 0.0% |
| Q3 2019 | 325 | $4.6B | 92,874,983 | 26 | 120 | 111 | 0.0% |
| Q2 2019 | 326 | $3.9B | 79,131,916 | 30 | 113 | 116 | 0.0% |
| Q1 2019 | 327 | $3.7B | 76,557,216 | 33 | 109 | 121 | 0.0% |
| Q4 2018 | 312 | $3.4B | 70,481,546 | 4 | 6 | 8 | 0.0% |