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Disclosery

VTIP VANGUARD MALVERN FDS

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SHS (fund)

759 managers (769 13F filers) reported a position in VTIP shares at 2024-12-31, 1,080,337,364 shares in all. 50 filers opened a position and 52 filers sold out during the quarter.

Managers
759
13F filers
769
New
50
Added
328
Reduced
228
Sold out
52
Shares held by filers
1,080,337,364

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Visionary Wealth Advisors74,298$3.6M0.21%+12,17413F-HRTimeline
Glenview Trust Co73,708$3.57M0.07%+20,50513F-HRTimeline
Friday Financial73,647$3.57M2.46%13F-HRTimeline
Private Wealth Management Group, LLC72,324$3.5M1.34%+97813F-HRTimeline
Conrad Siegel Investment Advisors, Inc.71,975$3.49M0.94%+1,02713F-HRTimeline
Hurlow Wealth Management Group, Inc.71,507$3.46M1.08%+6,04713F-HRTimeline
EPG Wealth Management LLC71,422$3.46M0.91%-11,62013F-HRTimeline
Heritage Trust Co70,773$3.43M0.4%13F-HRTimeline
RAM Investment Partners, LLC69,446$3.36M0.83%+93213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC69,180$3.35M<0.01%-1,33313F-HRTimelineGroup
Squire Investment Management Company, L…69,149$3.35M1.47%+5,51313F-HRTimeline
Seven Post Investment Office LP69,097$3.35M1.28%-6,18913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT68,609$3.32M0.1%-4,06713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …68,201$3.3M0.09%-28113F-HRTimelineGroup
Total Wealth Planning, LLC68,150$3.3M0.51%+53213F-HRTimeline
Comprehensive Money Management Services…67,601$3.27M2.7%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding66,398$3.21M-7,806Timeline
NEPC LLC65,564$3.17M0.09%+14,35013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…65,084$3.15M0.16%+29,59013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC64,126$3.1M0.05%-4,34513F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …62,626$3.04M0.16%+19,97613F-HRTimelineGroup
K2 Financial Inc.60,370$2.93M2.91%13F-HRTimeline
Chicago Partners Investment Group LLC59,134$2.87M0.1%+8,90813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.58,906$2.85M1.32%+4,12213F-HRTimeline
Altiora Financial Group, LLC57,682$2.79M0.61%-6,22313F-HRTimeline
SAGE RHINO CAPITAL LLC56,881$2.75M0.6%-2,97113F-HRTimeline
SURIENCE PRIVATE WEALTH LLC56,598$2.74M3.54%new13F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding56,529$2.74M-24,017Timeline
JMG Financial Group, Ltd.56,157$2.72M0.09%-1,60113F-HRTimeline
Roundview Capital LLC54,877$2.66M0.19%-3,85613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC54,851$2.66M0.14%+14613F-HRTimeline
OneDigital Investment Advisors LLC54,767$2.65M0.03%-5,07313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.54,368$2.63M0.02%+7,49613F-HRTimeline
Boston Standard Wealth Management, LLC54,098$2.62M0.51%+1,64013F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC53,921$2.61M0.72%-22613F-HRTimeline
Cranbrook Wealth Management, LLC53,793$2.6M0.6%+6,14513F-HRTimeline
Curran Financial Partners, LLC53,069$2.57M0.67%+10,36313F-HRTimeline
Fortune Financial Advisors, LLC52,956$2.56M2.33%+9,17313F-HRTimeline
ARK & TLK INVESTMENTS, LLC52,835$2.56M0.89%+313F-HRTimeline
Brady Martz Wealth Solutions, LLC52,351$2.54M0.61%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS51,806$2.51M0.01%-3,23213F-HRTimeline
Advisory Alpha, LLC51,543$2.5M0.09%+7,96713F-HRTimeline
OMNI 360 Wealth, Inc.51,471$2.49M1.66%+13,16513F-HR/ATimeline
EARNED WEALTH ADVISORS, LLC50,993$2.47M0.79%+7,37713F-HRTimeline
Lodestone Wealth Management LLC50,550$2.45M1.23%+1,65113F-HRTimeline
Apriem Advisors49,897$2.42M0.28%-2,15913F-HRTimeline
SpringVest Wealth Management LLC49,804$2.41M2.07%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP49,299$2.39M<0.01%+5,82613F-HRTimelineGroup
Sigma Planning Corp48,990$2.37M0.07%-3,63913F-HRTimeline
Sensible Financial Planning & Managemen…48,703$2.36M0.49%-1,45213F-HRTimeline
Sharper & Granite LLC48,448$2.35M1.03%+5,20513F-HRTimeline
Arbor Investment Advisors, LLC48,324$2.34M0.33%+62413F-HRTimeline
Seed Wealth Management, Inc.48,262$2.34M1.89%+2,51213F-HRTimeline
Performance Wealth Partners, LLC47,422$2.3M0.07%+35413F-HRTimeline
Farrell Financial LLC47,198$2.29M1.63%+2,51413F-HRTimeline
Dorsey & Whitney Trust CO LLC47,000$2.28M0.13%new13F-HRTimeline
Chesley Taft & Associates LLC46,949$2.27M0.11%+6,00013F-HRTimeline
BBR PARTNERS, LLC46,632$2.26M0.16%013F-HRTimeline
DORVAL Corp46,629$2.26M0.9%-9,12613F-HRTimeline
Genesis Wealth Advisors, LLC46,571$2.25M1.97%13F-HRTimeline
D.A. DAVIDSON & CO.46,550$2.25M0.02%-1,32413F-HRTimeline
Janney Montgomery Scott LLC45,988$2.23M0.01%+10,05613F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…45,799$2.22M0.38%+99413F-HRTimeline
Disciplined Investments, LLC45,607$2.21M1.09%+40213F-HRTimeline
Destiny Wealth Partners, LLC45,564$2.21M0.36%+58013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.45,388$2.2M0.71%+75113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding45,184$2.19M-2,798Timeline
Aerodigm Wealth, LLC45,118$2.18M1.31%+5,42613F-HRTimeline
Waverly Advisors, LLC44,785$2.17M0.03%-2,70613F-HRTimeline
EQUITY INVESTMENT CORP44,488$2.15M0.05%-74013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC44,150$2.14M0.27%+1,41213F-HRTimeline
Veery Capital, LLC44,146$2.14M0.82%-96613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC43,439$2.1M1.58%+49613F-HRTimeline
American Trust43,226$2.09M0.16%-5,11413F-HRTimeline
Modera Wealth Management, LLC43,208$2.09M0.03%+6,80813F-HRTimeline
Ifrah Financial Services, Inc.42,921$2.08M0.57%+46813F-HRTimeline
Columbus Macro, LLC42,902$2.08M0.29%+30,07413F-HRTimeline
Tranquilli Financial Advisor LLC42,729$2.07M1.31%+11,78013F-HRTimeline
Balanced Rock Investment Advisors LLC42,593$2.06M1.63%+1,91413F-HRTimeline
Plum Street Advisors, LLC42,415$2.05M1.01%+4,08013F-HRTimeline
Liberty Capital Management, Inc.42,259$2.05M0.45%+86413F-HRTimeline
Zeit Capital LLC41,783$2.05M1.57%+2,52213F-HRTimeline
Silver Oak Advisory Group, Inc.41,962$2.03M1.07%-61713F-HRTimeline
BLAIR WILLIAM & CO/IL41,245$2M0.01%+25,56913F-HRTimeline
Level Financial Advisors40,922$1.98M0.73%-4,77613F-HRTimeline
Avant Financial Advisors LLC40,831$1.98M1.82%13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd40,656$1.97M0.03%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.39,954$1.93M<0.01%new13F-HRTimelineGroup
Retirement Planning Group, LLC39,946$1.93M0.1%013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…38,985$1.89M0.75%013F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC38,247$1.85M0.28%+1,61313F-HRTimeline
STALEY CAPITAL ADVISERS INC37,850$1.83M0.08%-5,00013F-HRTimeline
Rinkey Investments37,737$1.83M0.58%-4,33713F-HRTimeline
Sterling Financial Planning, Inc.37,636$1.82M0.67%+3313F-HRTimeline
Glass Jacobson Investment Advisors llc37,529$1.82M0.6%+83313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HEADINVEST, LLC37,518$1.82M0.34%+11,78113F-HRTimeline
Rede Wealth, LLC37,350$1.81M0.69%-10913F-HRTimeline
TOWNSQUARE CAPITAL LLC37,165$1.8M0.02%+1,75713F-HRTimeline
CGN Advisors LLC37,099$1.8M0.17%-1,15113F-HRTimeline
XY Planning Network, Inc.36,880$1.79M1.34%13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC36,085$1.75M0.62%+2,12513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…36,066$1.75M<0.01%-4,39513F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC35,662$1.73M0.06%+1,42513F-HRTimeline
Cypress Capital, LLC35,138$1.7M0.49%-3,22913F-HRTimeline
Arax Advisory Partners34,951$1.69M0.11%new13F-HRTimeline
L. Roy Papp & Associates, LLP34,902$1.69M0.2%-1,45513F-HRTimeline
One Wealth Map LLC34,240$1.68M1.02%-52113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …34,714$1.68M0.14%new13F-HRTimelineGroup
ArchPoint Investors34,614$1.68M0.55%013F-HRTimeline
Yeomans Consulting Group, Inc.34,497$1.67M0.63%+74113F-HRTimeline
Guild Investment Management, Inc.33,860$1.64M1.78%+90013F-HRTimeline
Aegis Wealth Management LLC33,126$1.6M1.09%13F-HRTimeline
Focus Financial Network, Inc.33,015$1.6M0.06%-4,76913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding32,746$1.59M+1,200Timeline
Atria Investments, Inc32,537$1.58M0.02%+12,83813F-HRTimeline
GTS SECURITIES LLC32,524$1.57M0.08%new13F-HRTimeline
Merriman Wealth Management, LLC32,210$1.56M0.06%+6,74713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,071$1.55M0.05%-25513F-HRTimelineGroup
S.A. Mason LLC31,874$1.54M0.81%-2213F-HRTimeline
Lakewood Asset Management LLC31,805$1.54M1.06%+2,81913F-HRTimeline
HANOVER ADVISORS INC31,388$1.52M0.64%+1,12613F-HRTimeline
Sanctuary Advisors, LLC31,087$1.52M0.01%-7,09813F-HRTimeline
Foundations Investment Advisors, LLC31,271$1.51M0.03%+13,73513F-HRTimeline
AXS Investments LLC31,173$1.51M0.42%-1,35513F-HRTimeline
CHOREO, LLC30,999$1.5M0.02%+10913F-HRTimeline
NISA INVESTMENT ADVISORS, LLC30,900$1.5M0.01%-4,00013F-HRTimeline
Old North State Trust, LLC30,789$1.49M0.95%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,706$1.49M<0.01%-1,85213F-HRTimelineGroup
Farther Finance Advisors, LLC30,301$1.47M0.05%+15,69413F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC30,288$1.47M0.66%13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC29,971$1.45M0.01%-49213F-HRTimelineGroup
Aries Wealth Management29,902$1.45M0.4%-2,43313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,576$1.43M<0.01%-2,38813F-HRTimelineGroup
Graypoint LLC29,501$1.43M0.09%+5,68013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV29,461$1.43M0.12%-23113F-HRTimeline
McGrath & Associates, Inc.29,316$1.42M2.87%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC28,982$1.4M0.01%+2,73413F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.28,599$1.38M0.08%-1,64013F-HR/ATimelineGroup
Pekin Hardy Strauss, Inc.28,450$1.38M0.17%-3,59013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC28,209$1.37M1.06%+9,08213F-HRTimeline
Mutual Advisors, LLC27,950$1.36M0.04%+4,30813F-HRTimeline
Breakwater Investment Management28,036$1.36M0.58%-2,07513F-HR/ATimeline
Marathon Strategic Advisors, LLC27,482$1.33M1.44%+1613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC27,466$1.33M0.04%+26313F-HRTimeline
Round Rock Advisors LLC27,099$1.31M0.27%-3,06113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/26,959$1.31M<0.01%-15313F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …26,494$1.28M0.02%+90413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC26,341$1.28M0.05%+21,79213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC26,210$1.27M0.04%-1,06813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…25,925$1.26M0.07%+7513F-HRTimeline
Koss-Olinger Consulting, LLC25,975$1.26M0.11%-76713F-HRTimeline
FDx Advisors, Inc.25,966$1.26M0.37%-1,74013F-HRTimeline
GOLDEN ROAD ADVISORS LLC25,867$1.25M0.95%-14,43813F-HRTimeline
Continuum Advisory, LLC25,764$1.25M0.16%-14313F-HRTimeline
Csenge Advisory Group25,579$1.24M0.07%+41513F-HRTimeline
Gateway Wealth Partners, LLC25,417$1.23M0.32%+6,87813F-HRTimeline
Moloney Securities Asset Management, LLC25,285$1.22M0.16%+2,76013F-HRTimeline
Mustard Seed Financial, LLC25,027$1.21M0.98%+16713F-HRTimeline
Kaufman Rossin Wealth, LLC24,968$1.21M1.24%13F-HRTimeline
Compound Planning, Inc.24,517$1.19M0.06%+4,40413F-HRTimeline
Greystone Financial Group, LLC24,478$1.19M0.21%+5,53713F-HRTimeline
Maltin Wealth Management, Inc.24,311$1.18M0.58%+1,03813F-HRTimeline
Bulltick Wealth Management, LLC24,147$1.17M0.28%+56713F-HRTimeline
Washington Trust Bank24,069$1.17M0.11%+80613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FINANCIAL COUNSELORS INC24,013$1.16M0.02%+2613F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC23,648$1.15M0.29%-18,36413F-HRTimelineGroup
SVB WEALTH LLC23,501$1.14M0.02%new13F-HRTimeline
Larson Financial Group LLC23,364$1.13M0.06%-2,27213F-HRTimeline
Successful Portfolios LLC23,109$1.12M0.75%-52213F-HRTimeline
Sage Capital Management, LLC22,627$1.1M0.55%-5,32813F-HRTimeline
Kings Path Partners LLC22,562$1.09M0.47%+7013F-HRTimeline
Summit Financial, LLC22,510$1.09M0.04%+23913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments22,359$1.08M0.07%-13413F-HRTimelineGroup
Eldridge Investment Advisors, Inc.22,126$1.07M0.25%+23513F-HRTimeline
Factor Wealth Management LTD22,016$1.07M0.35%13F-HRTimeline
FC Advisory LLC21,573$1.04M0.35%+22013F-HRTimeline
LEUTHOLD GROUP, LLC21,355$1.03M0.12%-1,93713F-HRTimeline
BIP Alliance, LLC21,268$1.03M0.44%13F-HRTimeline
PRIVATE TRUST CO NA21,256$1.03M0.11%-79713F-HRTimeline
Mraz, Amerine & Associates, Inc.21,252$1.03M0.18%-9,48013F-HR/ATimeline
AdvisorNet Financial, Inc21,248$1.03M0.09%+1,02613F-HRTimeline
Main Street Financial Solutions, LLC21,026$1.02M0.1%+4,35913F-HRTimeline
Ledyard National Bank20,896$1.01M0.1%-91813F-HRTimeline
SteelPeak Wealth, LLC20,628$999K0.04%-85013F-HRTimeline
Jackson Hole Capital Partners, LLC20,552$995K0.2%+21913F-HRTimeline
CWM, LLCin group CWM, LLC20,366$986K<0.01%-29,54213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,339$985K<0.01%+10,66113F-HRTimelineGroup
Arlington Financial Advisors, LLC20,311$983K0.2%-88613F-HRTimeline
Prospera Financial Services Inc19,660$952K0.02%-4,56513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,636$951K0.02%+8,65613F-HRTimelineGroup
Coston, McIsaac & Partners19,638$950K0.28%+5,37513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,575$948K<0.01%+613F-HRTimelineGroup
Center For Asset Management LLC19,328$936K0.61%-90413F-HRTimeline
Oak Harvest Investment Services19,257$932K0.13%+3,27613F-HRTimeline
Unison Advisors LLC19,056$923K0.11%+32413F-HRTimeline
Physician Wealth Solutions Inc.18,628$902K0.45%+34813F-HRTimeline
PFG Advisors18,537$898K0.05%+7,92813F-HRTimeline
Independent Wealth Network Inc.18,403$891K0.36%+1,09213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,369$889K<0.01%+11,24513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC18,228$883K0.02%-4,80713F-HRTimelineGroup