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Disclosery

VTIP VANGUARD MALVERN FDS

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SHS (fund)

937 managers (949 13F filers) reported a position in VTIP shares at 2026-06-30, 222,290,367 shares in all. 86 filers opened a position and 49 filers sold out during the quarter.

Managers
937
13F filers
949
New
86
Added
508
Reduced
227
Sold out
49
Shares held by filers
222,290,367

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC18,526,302$931M0.21%+737,27213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding10,333,210$519M+1,549,481Timeline
Valmark Advisers, Inc.7,347,518$369M3.92%+273,56513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,281,217$366M0.04%-4,397,67713F-HRTimelineGroup
Savant Capital, LLC7,049,255$353M1.04%+3,543,75413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,439,963$323M0.02%+613,84913F-HRTimelineGroup
Wealthfront Advisers LLC6,137,312$308M0.59%+1,282,28113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,019,982$302M0.27%+292,34713F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV5,683,131$285M4.12%+235,45013F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,146,018$258M3.79%+255,20913F-HRTimeline
Wealthspire Advisors, LLC5,045,602$253M1.4%+589,73413F-HRTimeline
FMR LLCin group FMR LLC4,790,222$241M0.01%-152,34313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,514,079$227M+32,220Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,320,397$217M0.01%+522,78313F-HRTimelineGroup
Klingman & Associates, LLC2,611,590$131M5.58%+186,17413F-HRTimeline
HighTower Advisors, LLC2,386,258$120M0.12%-460,86613F-HRTimeline
MAI Capital Management2,338,765$117M0.45%+2,335,03813F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,102,882$106M2.42%+2,25913F-HRTimeline
BOK Financial Private Wealth, Inc.2,030,876$102M5.23%+345,83013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,953,570$98.1M0.02%-512,92213F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC1,869,358$93.9M15.87%+16,93413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,847,655$92.8M0.05%+744,71813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,741,550$87.5M0.11%+1,035,51713F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC1,718,938$86.3M13.77%+9,31113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,673,562$84.1M0.14%+716,81513F-HRTimelineGroup
First Interstate Bank1,568,915$78.8M4.11%+47,99413F-HRTimeline
Strategic Financial Services, Inc.1,543,640$77.5M3.4%+75,13013F-HRTimeline
True Link Financial Advisors, LLC1,525,646$76.6M4.43%+54,63113F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,478,713$74.3M0.07%+3613F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,455,422$73.1M4.45%+1,449,93913F-HRTimeline
Betterment LLC1,380,243$69.3M0.12%-84,79713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,333,566$67.1M<0.01%+441,35313F-HRTimelineGroup
Arax Advisory Partners1,303,595$65.5M0.43%+1,298,33313F-HRTimeline
Empowered Funds, LLC1,258,283$62.3M0.33%-89,48213F-HRTimeline
Bleakley Financial Group, LLC1,209,758$60.8M0.77%+161,30913F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,193,049$59.9M0.01%+13,15813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,184,197$59.5M0.07%+253,52413F-HRTimelineGroup
Garde Capital, Inc.1,156,378$58.1M2.6%+55,67613F-HRTimeline
Cetera Investment Advisers1,146,348$57.6M0.05%+54,30113F-HRTimeline
UBS Group AGgroup of 2 filers holding1,062,481$53.4M-27,913Timeline
Accredited Investors Inc.1,014,386$51M2.2%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC964,393$48.4M0.01%+451,74213F-HRTimelineGroup
TRUST CO OF VERMONT900,431$45.2M1.69%13F-HRTimeline
ALTFEST L J & CO INC852,080$42.8M4.15%-152,55813F-HRTimeline
Pacific Sage Partners, LLC809,759$40.7M5.79%+59,24813F-HRTimeline
MOLLER WEALTH PARTNERS807,517$40.6M7.34%+24,11913F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding805,811$40.5M+17,126Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC796,228$40M0.01%+84,75913F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…791,967$39.8M6.25%+74,72613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp786,928$39.5M0.01%-12,23713F-HRTimelineGroup
Financial Plan, Inc.776,767$39M3.7%+96,27613F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC749,748$37.7M0.68%+93,45013F-HRTimeline
FINANCIAL CONSULATE, INC738,693$37.1M4.13%+32,74413F-HRTimeline
Ethos Capital Management, Inc.715,805$36M25.6%new13F-HRTimeline
Beacon Capital Management, Inc.712,474$35.8M2.17%-620,63713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding701,919$35.3M+19,734Timeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC683,280$34.3M20.55%+54,47313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV661,676$33.2M0.04%+277,43513F-HR/ATimeline
Marotta Asset Management667,167$33M5.5%+10,99113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding657,163$33M+456,536Timeline
Arlington Financial Advisors, LLC653,370$32.8M4.17%+62,44913F-HRTimeline
DEFINE FINANCIAL, LLC644,675$32.4M14.87%+78,43413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP623,336$31.3M0.03%+283,09013F-HRTimelineGroup
EP Wealth Advisors, LLC617,814$31M0.12%+295,89513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA600,890$30.2M0.01%+58,03913F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …542,843$30.1M0.02%-313,30213F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC599,305$30.1M3.97%+52,58813F-HRTimeline
Adventist Health System/ West572,974$28.8M4.51%013F-HRTimeline
Cornerstone National Bank & Trust Co550,581$27.3M9.22%-69,62013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC525,001$26.4M0.03%+82,61413F-HRTimeline
Financial Solutions Advisory Group, Inc.522,120$25.9M3.28%-2113F-HRTimeline
WEBSTER BANK, N. A.516,076$25.9M2.25%+14,09113F-HRTimeline
AE Wealth Management LLC514,454$25.8M0.12%+94,30013F-HRTimeline
VAN STRUM & TOWNE INC.510,557$25.6M6.99%+13,53113F-HRTimeline
Schorn Wealth LLC506,031$25.4M6.65%-5313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP499,187$25.1M0.03%-72,69513F-HR/ATimelineGroup
Deane Retirement Strategies, Inc.495,958$24.9M10.55%+112,88413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding479,567$24.1M+400,470Timeline
BENNINGFIELD FINANCIAL ADVISORS, LLC436,245$21.9M16.23%+12,78213F-HRTimeline
Woodward Financial Advisors, Inc.432,340$21.7M7.26%+23,14213F-HRTimeline
Perigon Wealth Management, LLC429,630$21.6M0.34%+42,40813F-HRTimeline
ProVise Management Group, LLC426,377$21.4M1.44%+10,04213F-HRTimeline
Burton Enright Welch422,683$21.2M2.49%+55,71213F-HRTimeline
Chemistry Wealth Management LLC422,416$21.2M3.41%+55,51413F-HRTimeline
SWAN Capital LLC422,205$21.2M7.26%+39,84213F-HRTimeline
Goodman Financial Corp421,313$21.2M3.27%+140,03813F-HRTimeline
MAYPORT, LLC420,360$21.1M3.27%+24,01213F-HRTimeline
SJS Investment Consulting Inc.420,192$21.1M2.3%+100,77713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/418,059$21M0.01%+287,14813F-HRTimelineGroup
NKCFO LLC415,950$20.9M6.33%+10,50013F-HRTimeline
Brickley Wealth Management414,646$20.8M2.99%+6,15913F-HRTimeline
Fairway Wealth LLC1,111,931$20.7M4.73%+7,84713F-HRTimeline
MML INVESTORS SERVICES, LLC410,143$20.6M0.04%+76,19313F-HRTimeline
Atria Investments, Inc395,897$19.9M0.2%+189,83113F-HRTimeline
Sellwood Investment Partners LLC394,459$19.8M6.99%-1,14213F-HRTimeline
Portland Global Advisors LLC390,446$19.6M1.86%+2,94813F-HRTimeline
Glenview Trust Co387,486$19.5M0.27%+48,03413F-HR/ATimeline
Nova R Wealth, Inc.385,525$19.4M5.65%+20,00613F-HRTimeline
Lifeworks Advisors, LLC370,992$18.6M1.95%+62,05513F-HRTimeline
Wingate Wealth Advisors, Inc.369,500$18.6M8.17%+77,86113F-HRTimeline
ALLIANCEBERNSTEIN L.P.371,543$18.6M0.01%+366,01113F-HRTimeline
Farther Finance Advisors, LLC365,072$18.3M0.14%+20,55913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC364,472$18.3M1.86%+23,85113F-HRTimeline
Emprise Bank360,122$18.1M6.66%+11,88913F-HRTimeline
Asset Management One Co., Ltd.359,467$18.1M0.05%+17,39013F-HRTimeline
LPWM LLC359,230$18M4%+53,51413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…359,018$18M0.14%-415,27413F-HRTimelineGroup
Apella Capital, LLC362,873$18M0.25%-17,01513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC358,555$18M1.42%+31,77113F-HRTimeline
Beacon Pointe Advisors, LLC347,262$17.4M0.08%+101,99713F-HRTimeline
Greystone Financial Group, LLC345,296$17.3M4.85%-7,67013F-HRTimeline
Cambridge Investment Research Advisors,…337,503$17M0.04%+23,99913F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…335,679$16.9M0.41%-13,05213F-HRTimelineGroup
North Star Investment Management Corp.333,012$16.7M0.91%+2,80713F-HRTimeline
BOSTON FAMILY OFFICE LLC330,842$16.6M1.01%+29,51613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.328,366$16.5M0.02%+3,36213F-HRTimelineGroup
Cresset Asset Management, LLC319,596$16.1M0.06%+15,12313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC318,383$16M0.01%+28,52113F-HRTimelineGroup
ATMOS ADVISORY, LLC313,874$15.8M8.24%+6,10513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.313,502$15.7M<0.01%+312,23213F-HRTimelineGroup
Twelve Points Wealth Management LLC304,623$15.3M3.07%+35,47813F-HRTimeline
Integrated Wealth Concepts LLC299,393$15M0.07%+122,86513F-HRTimeline
Carnegie Investment Counsel287,233$14.4M0.29%-7,73513F-HRTimeline
Verus Financial Partners, Inc.286,832$14.4M1.23%+2,35013F-HRTimeline
Baron Financial Group, LLC273,385$13.7M6.55%+9,29513F-HRTimeline
Savvy Advisors, Inc.270,802$13.6M0.29%+179,51713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.270,503$13.6M0.08%-72,79513F-HRTimelineGroup
55 North Private Wealth, LLC267,911$13.5M2.65%+29,15713F-HRTimeline
Beaird Harris Wealth Management, LLC266,385$13.4M0.84%-38,25313F-HRTimeline
Rehmann Capital Advisory Group263,775$13.3M0.61%+8,16513F-HRTimeline
Vertrix Wealth Management, LLC262,186$13.2M4.43%+12,83213F-HRTimeline
ADVOCATE GROUP LLC258,546$13M1.95%+20,09713F-HRTimeline
MGO ONE SEVEN LLC257,616$12.9M0.21%+60,01613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding256,471$12.9M-2,065Timeline
Mariner, LLCin group Mariner, LLC253,720$12.7M0.01%+10,77813F-HRTimelineGroup
McLean Asset Management Corp256,247$12.7M1.68%new13F-HRTimeline
Private Wealth Asset Management, LLC247,165$12.4M1.2%-14,44513F-HRTimeline
AMG National Trust Bank237,626$11.9M0.25%+21,49513F-HRTimeline
ROBERTS GLORE & CO INC /IL/236,594$11.9M2.94%+1,48613F-HRTimeline
Summit Financial, LLC234,410$11.8M0.13%+6,60213F-HRTimeline
Merit Financial Group, LLC233,092$11.7M0.07%+54,38613F-HR/ATimeline
HAMEL ASSOCIATES, INC.232,135$11.7M3.22%new13F-HRTimeline
FIDELIS iM, LLC231,723$11.6M3.97%+11,49513F-HRTimeline
Brady Martz Wealth Solutions, LLC230,722$11.6M1.75%+12,36713F-HRTimeline
Creative Planningin group Creative Planning229,601$11.5M0.01%-2,67013F-HRTimelineGroup
OneDigital Investment Advisors LLC225,134$11.3M0.1%+171,58913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC224,156$11.3M0.14%+21,27913F-HRTimelineGroup
CONNABLE OFFICE INC221,716$11.1M0.98%+3,74313F-HRTimeline
Frisco Financial Planning LLC220,218$11.1M8.34%+4,52613F-HRTimeline
Kondo Wealth Advisors, Inc.218,914$11M3.68%+9,49313F-HRTimeline
Net Worth Advisory Group218,555$11M2.77%new13F-HRTimeline
Colorado Capital Management, Inc.218,240$11M3.74%+3,56713F-HRTimeline
Financial & Tax Architects, LLC211,203$10.6M2.24%+23,56013F-HRTimeline
Aurelius Family Office LLC211,089$10.6M4.18%+7,79513F-HRTimeline
Addison Advisors LLC210,304$10.6M4.99%-221,75613F-HRTimeline
LEUTHOLD GROUP, LLC209,972$10.5M1.06%+1,27313F-HRTimeline
LifeWealth Investments, LLC206,411$10.4M2.77%-1,55213F-HRTimeline
Factor Wealth Management LTD205,131$10.3M1.56%+14,09313F-HRTimeline
Sepio Capital, LP202,550$10.2M0.51%-8,54513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC202,481$10.2M<0.01%+112,22413F-HRTimelineGroup
Ethos Financial Group, LLC202,806$10.1M0.67%-19,65013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments200,465$10.1M0.55%+11,93713F-HRTimelineGroup
Trust Co198,357$9.96M0.9%+1,26913F-HRTimeline
Magnus Financial Group LLC197,766$9.93M0.7%+19,36313F-HRTimeline
Sovereign Financial Group, Inc.197,426$9.92M1.52%+8,64113F-HRTimeline
Almanack Investment Partners, LLC.194,395$9.76M1.24%+123,57713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD193,848$9.74M3.98%+18,47813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd193,713$9.73M0.08%new13F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.191,735$9.63M1.05%+33,53613F-HR/ATimeline
SVRN Asset Management, LLC191,697$9.63M4.95%+22,49713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…189,114$9.5M0.01%+12,91913F-HRTimelineGroup
SimpliFi, Inc.188,962$9.49M3.75%+47813F-HRTimeline
ShankerValleau Wealth Advisors, Inc.188,667$9.48M2.5%+6,87613F-HRTimeline
XY Planning Network, Inc.188,498$9.47M1.19%+30,78413F-HRTimeline
Finhabits Advisors LLC188,426$9.46M7.96%+10,46513F-HRTimeline
NVWM, LLC185,611$9.32M1.88%+6,43313F-HRTimeline
Graves Light Lenhart Wealth, Inc.181,998$9.14M0.85%+10,36413F-HRTimeline
Wright Wealth LLC181,857$9.13M5.49%+8,34713F-HRTimeline
White Lighthouse Investment Management …179,052$8.99M1.12%+9,24913F-HRTimeline
HBE Wealth Management, LLC178,545$8.97M6.44%+10,75113F-HRTimeline
Clarity Capital Advisors, LLC177,909$8.94M3.75%-2,63613F-HRTimeline
Whitegate Investment Counselors, Inc.177,179$8.9M2.53%+79813F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC177,112$8.9M2.62%-1,70613F-HRTimeline
Robinswood Financial LLC176,420$8.86M2.54%+12,25213F-HRTimeline
Steward Partners Investment Advisory, L…171,857$8.63M0.04%+5,37813F-HRTimeline
Bouvel Investment Partners, LLC169,981$8.54M1.93%new13F-HRTimeline
Gradient Capital Advisors, LLC169,781$8.53M1.98%+7,90113F-HRTimeline
Bulwark Capital Corp169,013$8.49M4.78%-3,99313F-HRTimeline
RWA WEALTH PARTNERS, LLC168,213$8.45M0.08%+22,72013F-HRTimeline
NewEdge Advisors, LLC168,047$8.44M0.03%+52,51313F-HRTimeline
Guild Investment Management, Inc.165,305$8.3M5.67%-166,58513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP163,649$8.22M<0.01%+71,80913F-HRTimelineGroup
Advisory Services Network, LLC163,310$8.2M0.09%+8,51213F-HRTimeline
Family CFO Inc163,287$8.2M3.16%+7,18813F-HRTimeline
Roundview Capital LLC162,627$8.17M0.45%+7,93813F-HRTimeline
TrueWealth Financial Partners160,076$8.04M3.32%-1,85413F-HRTimeline
PALLADIEM, LLC160,035$8.04M7.8%+97,42013F-HRTimeline
FAMILY WEALTH PARTNERS, LLC158,373$7.96M2.44%+6,08213F-HRTimeline
Allworth Financial LP158,125$7.94M0.03%-5,40113F-HRTimeline
Procyon Advisors, LLC157,374$7.9M0.34%-12,05413F-HRTimeline