VANGUARD MALVERN FDS (VTIP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
924
Reporting holders
$11.0B
Reported value
0.1%
Held as options
+35
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $930.6M | 18,526,302 | 0.21% | 31q | +4.1%+$37.0M |
| Valmark Advisers, Inc. | $369.1M | 7,347,518 | 3.92% | 31q | +3.9%+$13.7M |
| GOLDMAN SACHS GROUP INC | $365.7M | 7,281,217 | 0.03% | 31q | -37.7%-$220.9M |
| Savant Capital, LLC | $353.1M | 7,049,255 | 1.04% | 14q | +101.1%+$177.5M |
| MORGAN STANLEY | $323.5M | 6,439,963 | 0.02% | 35q | +10.5%+$30.8M |
| Wealthfront Advisers LLC | $308.3M | 6,137,312 | 0.59% | 31q | +26.4%+$64.4M |
| SEI INVESTMENTS CO | $302.4M | 6,019,982 | 0.27% | 31q | +5.1%+$14.7M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $285.5M | 5,683,131 | 4.12% | 27q | +4.3%+$11.8M |
| Focus Partners Wealth | $268.1M | 5,337,573 | 0.27% | 9q | +16.0%+$36.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $258.5M | 5,146,018 | 3.77% | 31q | +5.2%+$12.8M |
| Wealthspire Advisors, LLC | $253.4M | 5,045,602 | 1.40% | 31q | +13.2%+$29.6M |
| Focus Partners Advisor Solutions, LLC | $250.9M | 4,995,637 | 2.13% | 18q | +19.5%+$40.9M |
| FMR LLC | $240.6M | 4,790,222 | 0.01% | 31q | -3.1%-$7.7M |
| ENVESTNET ASSET MANAGEMENT INC | $218.3M | 4,345,770 | 0.05% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $217.0M | 4,320,397 | 0.01% | 31q | +13.8%+$26.3M |
| Klingman & Associates, LLC | $131.2M | 2,611,590 | 5.58% | 31q | +7.7%+$9.4M |
| HighTower Advisors, LLC | $119.9M | 2,386,258 | 0.12% | 22q | -16.2%-$23.1M |
| MAI Capital Management | $117.5M | 2,338,765 | 0.44% | 7q | +62651.9%+$117.3M |
| Alesco Advisors, LLC, An ESL Co | $105.6M | 2,102,882 | 2.42% | 31q | HELD |
| BOK Financial Private Wealth, Inc. | $102.0M | 2,030,876 | 5.23% | 4q | +20.5%+$17.4M |
| WELLS FARGO & COMPANY/MN | $98.1M | 1,953,570 | 0.02% | 31q | -60.4%-$149.7M |
| STUDIO INVESTMENT MANAGEMENT LLC | $93.9M | 1,869,358 | 15.87% | 20q | +0.9%+$850.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $92.8M | 1,847,655 | 0.05% | 31q | +67.5%+$37.4M |
| Cerity Partners LLC | $87.5M | 1,741,550 | 0.11% | 20q | +146.7%+$52.0M |
| SATOVSKY ASSET MANAGEMENT LLC | $86.3M | 1,718,938 | 13.77% | 18q | +0.5%+$467.7K |
| ASSETMARK, INC | $84.1M | 1,673,562 | 0.14% | 31q | +74.9%+$36.0M |
| First Interstate Bank | $78.8M | 1,568,915 | 4.11% | 3q | +3.2%+$2.4M |
| True Link Financial Advisors, LLC | $78.2M | 3,051,292 | 4.46% | 17q | +107.4%+$40.5M |
| Russell Investments Group, Ltd. | $74.3M | 1,478,713 | 0.07% | 3q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $73.1M | 1,455,422 | 4.45% | 15q | +26444.3%+$72.8M |
| JPMORGAN CHASE & CO | $67.1M | 1,333,566 | 0.00% | 31q | +49.5%+$22.2M |
| Arax Advisory Partners | $65.5M | 1,303,595 | 0.43% | 3q | +24673.8%+$65.2M |
| Empowered Funds, LLC | $62.3M | 1,258,283 | 0.33% | 2q | -6.6%-$4.4M |
| Bleakley Financial Group, LLC | $60.8M | 1,209,758 | 0.77% | 15q | +15.4%+$8.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $59.9M | 1,193,049 | 0.01% | 12q | +1.1%+$660.9K |
| Sixth Street Partners Management Company, L.P. | $59.9M | 1,193,049 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $59.5M | 1,184,197 | 0.07% | 26q | +27.2%+$12.7M |
| Garde Capital, Inc. | $58.1M | 1,156,378 | 2.60% | 6q | +5.1%+$2.8M |
| Cetera Investment Advisers | $57.6M | 1,146,348 | 0.05% | 31q | +5.0%+$2.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $53.8M | 1,070,656 | 0.03% | 22q | +178.6%+$34.5M |
| UBS Group AG | $53.4M | 1,062,481 | 0.01% | 31q | -2.5%-$1.4M |
| Accredited Investors Inc. | $51.0M | 1,014,386 | 2.20% | new | NEW |
| Corient Private Wealth LP | $50.6M | 1,006,810 | 0.03% | 15q | +76.1%+$21.8M |
| AMERIPRISE FINANCIAL INC | $48.4M | 964,393 | 0.01% | 31q | -5.9%-$3.1M |
| TRUST CO OF VERMONT | $45.2M | 900,431 | 1.69% | 30q | +22.9%+$8.4M |
| ALTFEST L J & CO INC | $42.8M | 852,080 | 4.15% | 6q | -15.2%-$7.7M |
| Pacific Sage Partners, LLC | $40.7M | 809,759 | 5.77% | 5q | +7.9%+$3.0M |
| MOLLER WEALTH PARTNERS | $40.6M | 807,517 | 7.34% | 31q | +3.1%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $40.0M | 796,228 | 0.01% | 7q | +11.9%+$4.3M |
| Leonard Rickey Investment Advisors P.L.L.C. | $39.8M | 791,967 | 6.25% | 15q | +10.4%+$3.8M |
| Bank of New York Mellon Corp | $39.5M | 786,928 | 0.01% | 31q | -1.5%-$614.7K |
| Financial Plan, Inc. | $39.0M | 776,767 | 3.70% | 3q | +14.1%+$4.8M |
| FINANCIAL CONSULATE, INC | $37.1M | 738,693 | 4.13% | 16q | +4.6%+$1.6M |
| Glenview Trust Co | $36.4M | 726,938 | 0.27% | 16q | +114.2%+$19.4M |
| Ethos Capital Management, Inc. | $36.0M | 715,805 | 25.60% | new | NEW |
| Beacon Capital Management, Inc. | $35.8M | 712,474 | 2.17% | 11q | -46.6%-$31.2M |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $34.3M | 683,280 | 20.55% | 7q | +8.7%+$2.7M |
| Marotta Asset Management | $33.0M | 667,167 | 5.50% | 20q | +1.7%+$544.3K |
| Arlington Financial Advisors, LLC | $32.8M | 653,370 | 4.17% | 11q | +10.6%+$3.1M |
| DEFINE FINANCIAL, LLC | $32.4M | 644,675 | 14.87% | 7q | +13.9%+$3.9M |
| Kestra Advisory Services, LLC | $32.1M | 639,705 | 0.10% | 24q | +240.3%+$22.7M |
| Stratos Investment Management, LLC | $31.3M | 623,489 | 1.13% | 30q | +2.5%+$765.2K |
| STIFEL FINANCIAL CORP | $31.3M | 623,336 | 0.03% | 31q | +83.2%+$14.2M |
| EP Wealth Advisors, LLC | $31.0M | 617,814 | 0.12% | 9q | +91.9%+$14.9M |
| ROYAL BANK OF CANADA | $30.2M | 600,890 | 0.00% | 31q | +10.7%+$2.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $30.1M | 542,843 | 0.02% | 20q | -36.6%-$17.4M |
| NORTHWEST WEALTH MANAGEMENT, LLC | $30.1M | 599,305 | 3.97% | 20q | +9.6%+$2.6M |
| Adventist Health System/ West | $28.8M | 572,974 | 4.51% | 28q | HELD |
| Cornerstone National Bank & Trust Co | $27.3M | 550,581 | 9.22% | 11q | -11.2%-$3.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $26.4M | 525,001 | 0.03% | 31q | +18.7%+$4.1M |
| Alaska Permanent Capital Management, LLC | $26.2M | 521,491 | 1.71% | 31q | +3.1%+$785.6K |
| Financial Solutions Advisory Group, Inc. | $25.9M | 522,120 | 3.28% | new | FIRST |
| WEBSTER BANK, N. A. | $25.9M | 516,076 | 2.25% | 31q | +2.8%+$707.8K |
| AE Wealth Management LLC | $25.8M | 514,454 | 0.12% | 31q | +22.4%+$4.7M |
| VAN STRUM & TOWNE INC. | $25.6M | 510,557 | 6.99% | 20q | +2.7%+$679.7K |
| Schorn Wealth LLC | $25.4M | 506,031 | 6.65% | 11q | HELD |
| Deane Retirement Strategies, Inc. | $24.9M | 495,958 | 10.55% | 24q | +29.5%+$5.7M |
| Merit Financial Group, LLC | $23.4M | 466,184 | 0.07% | 7q | +160.9%+$14.4M |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | $21.9M | 436,245 | 16.23% | 7q | +3.0%+$642.0K |
| FIFTH THIRD BANCORP | $21.8M | 434,677 | 0.04% | 31q | +1154.1%+$20.1M |
| Woodward Financial Advisors, Inc. | $21.7M | 432,340 | 7.26% | new | FIRST |
| Perigon Wealth Management, LLC | $21.6M | 429,630 | 0.34% | 26q | +11.0%+$2.1M |
| CITADEL ADVISORS LLC | $21.5M | 318,383 | 0.00% | 22q | +9.8%+$1.9M |
| ProVise Management Group, LLC | $21.4M | 426,377 | 1.44% | 31q | +2.4%+$504.4K |
| Burton Enright Welch | $21.2M | 422,683 | 2.49% | 10q | +15.2%+$2.8M |
| Chemistry Wealth Management LLC | $21.2M | 422,416 | 3.39% | 18q | +15.1%+$2.8M |
| SWAN Capital LLC | $21.2M | 422,205 | 7.26% | 13q | +10.4%+$2.0M |
| Goodman Financial Corp | $21.2M | 421,313 | 3.27% | 2q | +49.8%+$7.0M |
| MAYPORT, LLC | $21.1M | 420,360 | 3.27% | 19q | +6.1%+$1.2M |
| SJS Investment Consulting Inc. | $21.1M | 420,192 | 2.30% | 18q | +31.6%+$5.1M |
| BANK OF MONTREAL /CAN/ | $21.0M | 418,059 | 0.01% | 4q | +219.3%+$14.4M |
| Brickley Wealth Management | $20.8M | 414,646 | 2.99% | 18q | +1.5%+$309.4K |
| Fairway Wealth LLC | $20.7M | 1,111,931 | 4.73% | 11q | +0.7%+$145.9K |
| MML INVESTORS SERVICES, LLC | $20.6M | 410,143 | 0.04% | 31q | +22.8%+$3.8M |
| Atria Investments, Inc | $19.9M | 395,897 | 0.20% | 19q | +92.1%+$9.5M |
| Sellwood Investment Partners LLC | $19.8M | 394,459 | 6.99% | 7q | HELD |
| Portland Global Advisors LLC | $19.6M | 390,446 | 1.86% | 27q | +0.8%+$148.1K |
| Nova R Wealth, Inc. | $19.4M | 385,525 | 5.65% | 17q | +5.5%+$1.0M |
| Prosperity Planning, Inc. | $19.3M | 384,318 | 4.42% | 23q | +7.5%+$1.3M |
| Lifeworks Advisors, LLC | $18.6M | 370,992 | 1.95% | 16q | +20.1%+$3.1M |
Showing the largest 100 of 951 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 924 | $11.0B | 221,388,094 | 87 | 463 | 206 | 0.1% |
| Q1 2026 | 889 | $10.0B | 201,915,608 | 77 | 403 | 242 | 0.0% |
| Q4 2025 | 863 | $10.7B | 217,201,327 | 63 | 423 | 193 | 0.0% |
| Q3 2025 | 807 | $11.6B | 228,849,239 | 62 | 362 | 223 | 0.0% |
| Q2 2025 | 797 | $9.6B | 191,404,127 | 86 | 322 | 218 | 0.0% |
| Q1 2025 | 747 | $8.4B | 169,484,238 | 73 | 290 | 225 | 0.0% |
| Q4 2024 | 725 | $7.5B | 155,097,074 | 45 | 288 | 200 | 0.0% |
| Q3 2024 | 658 | $7.6B | 154,646,203 | 40 | 231 | 258 | 0.0% |
| Q2 2024 | 682 | $5.6B | 115,191,641 | 54 | 198 | 284 | 0.0% |
| Q1 2024 | 659 | $5.8B | 121,137,851 | 33 | 208 | 292 | 0.0% |
| Q4 2023 | 704 | $6.2B | 131,290,954 | 61 | 210 | 295 | 0.1% |
| Q3 2023 | 667 | $6.7B | 141,693,753 | 41 | 234 | 267 | 0.0% |
| Q2 2023 | 689 | $6.2B | 132,055,058 | 31 | 190 | 314 | 0.0% |
| Q1 2023 | 689 | $6.4B | 134,037,816 | 59 | 205 | 299 | 0.1% |
| Q4 2022 | 682 | $7.1B | 151,675,602 | 64 | 205 | 292 | 0.1% |
| Q3 2022 | 781 | $9.6B | 200,049,537 | 60 | 254 | 317 | 0.1% |
| Q2 2022 | 804 | $11.1B | 221,576,255 | 99 | 314 | 258 | 0.1% |
| Q1 2022 | 780 | $10.6B | 206,969,686 | 94 | 356 | 204 | 0.2% |
| Q4 2021 | 739 | $11.3B | 219,652,626 | 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% |