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Disclosery

VTIP VANGUARD MALVERN FDS

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SHS (fund)

783 managers (792 13F filers) reported a position in VTIP shares at 2025-03-31, 174,785,074 shares in all. 79 filers opened a position and 51 filers sold out during the quarter.

Managers
783
13F filers
792
New
79
Added
334
Reduced
254
Sold out
51
Shares held by filers
174,785,074

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…78,989$3.94M0.21%+13,90513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …78,394$3.91M0.25%+43,68013F-HRTimelineGroup
Genesis Wealth Advisors, LLC77,661$3.88M3.14%+31,09013F-HRTimeline
Asset Allocation Strategies LLC77,439$3.86M0.96%-12,08013F-HRTimeline
Squire Investment Management Company, L…77,323$3.86M1.61%+8,17413F-HRTimeline
CogentBlue Wealth Advisors, LLC77,267$3.86M3.39%+1,75913F-HRTimeline
Financial Advocates Investment Manageme…75,989$3.79M0.27%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC75,283$3.76M<0.01%+113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.75,229$3.75M0.02%+20,86113F-HRTimeline
ANDERSON HOAGLAND & CO74,919$3.73M0.44%+85013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC74,371$3.71M1.84%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.72,729$3.63M1.13%+1,22213F-HRTimeline
RAM Investment Partners, LLC71,678$3.58M0.88%+2,23213F-HRTimeline
Manuka Financial, LLC71,356$3.56M2.31%new13F-HRTimeline
Keystone Financial Group, Inc.71,131$3.56M2.51%-6,42713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\70,972$3.54M<0.01%-9,65013F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV70,872$3.54M2.49%new13F-HRTimeline
Visionary Wealth Advisors70,128$3.5M0.21%-4,17013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding69,287$3.46M-28,223Timeline
Tradewinds, LLC.68,621$3.42M0.97%-14,21213F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …67,900$3.4M0.25%-15,78513F-HRTimelineGroup
Private Wealth Management Group, LLC68,186$3.4M1.26%-4,13813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …67,906$3.39M0.09%-29513F-HRTimelineGroup
Comprehensive Money Management Services…67,851$3.39M2.73%+25013F-HRTimeline
Tranquilli Financial Advisor LLC67,830$3.38M2.14%+25,10113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC67,222$3.35M0.02%-26,02013F-HRTimelineGroup
Advisory Alpha, LLC66,992$3.34M0.11%+15,44913F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding66,708$3.33M+21,524Timeline
Dynamic Advisor Solutions LLC66,161$3.3M0.11%new13F-HRTimeline
EPG Wealth Management LLC65,853$3.29M0.92%-5,56913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC65,595$3.27M<0.01%-3,58513F-HRTimelineGroup
NEPC LLC65,564$3.27M0.09%013F-HRTimeline
Total Wealth Planning, LLC64,745$3.23M0.49%-3,40513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.64,566$3.22M1.42%+5,66013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…64,473$3.22M0.1%-1,92513F-HRTimelineGroup
K2 Financial Inc.64,315$3.2M3.14%+3,94513F-HRTimeline
Curran Financial Partners, LLC64,103$3.2M0.79%+11,03413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC63,201$3.15M0.05%-92513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT62,918$3.14M0.09%-5,69113F-HRTimeline
Plum Street Advisors, LLC62,507$3.12M1.5%+20,09213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP62,253$3.11M<0.01%+12,95413F-HRTimelineGroup
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …61,077$3.05M0.18%-1,54913F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC60,300$3.01M0.68%+50,34113F-HRTimeline
Foundations Investment Advisors, LLC59,612$2.97M0.05%+28,34113F-HRTimeline
Chicago Partners Investment Group LLC59,368$2.97M0.1%+23413F-HRTimeline
Roundview Capital LLC58,912$2.94M0.21%+4,03513F-HRTimeline
Heritage Trust Co58,490$2.92M0.35%-12,28313F-HRTimeline
Seven Post Investment Office LP57,614$2.87M1.1%-11,48313F-HRTimeline
Fortune Financial Advisors, LLC57,597$2.87M2.48%+4,64113F-HRTimeline
Cranbrook Wealth Management, LLC57,146$2.85M0.66%+3,35313F-HRTimeline
Atria Investments, Inc56,728$2.83M0.04%+24,19113F-HRTimeline
SAGE RHINO CAPITAL LLC56,615$2.83M0.66%-26613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC56,495$2.82M0.15%+1,64413F-HRTimeline
Gateway Wealth Partners, LLC55,812$2.79M0.63%+30,39513F-HRTimeline
ARK & TLK INVESTMENTS, LLC55,506$2.77M0.98%+2,67113F-HRTimeline
Chesley Taft & Associates LLC55,299$2.76M0.13%+8,35013F-HRTimeline
JMG Financial Group, Ltd.55,224$2.76M0.09%-93313F-HRTimeline
Conrad Siegel Investment Advisors, Inc.55,118$2.75M0.71%-16,85713F-HRTimeline
Altiora Financial Group, LLC54,990$2.74M0.58%-2,69213F-HRTimeline
OMNI 360 Wealth, Inc.54,672$2.73M1.83%+3,20113F-HR/ATimeline
GWN SECURITIES INC.54,686$2.72M0.15%+47,89013F-HRTimeline
Sharper & Granite LLC54,353$2.71M1.12%+5,90513F-HRTimeline
SpringVest Wealth Management LLC54,270$2.71M2.25%+4,46613F-HRTimeline
BLAIR WILLIAM & CO/IL53,277$2.66M0.01%+12,03213F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC52,738$2.63M0.73%-1,18313F-HRTimeline
Boston Standard Wealth Management, LLC54,084$2.62M0.58%-1413F-HRTimeline
IFG Advisory, LLC51,894$2.59M0.14%+47,33713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS50,983$2.54M0.01%-82313F-HRTimeline
Arbor Investment Advisors, LLC50,720$2.53M0.35%+2,39613F-HRTimeline
Aerodigm Wealth, LLC50,267$2.51M1.4%+5,14913F-HRTimeline
Lodestone Wealth Management LLC49,970$2.49M1.33%-58013F-HRTimeline
Apriem Advisors49,961$2.49M0.29%+6413F-HRTimeline
New Dimensions Wealth Management, LLC49,352$2.46M2.46%13F-HRTimeline
MAI Capital Management49,306$2.46M0.02%+47,12813F-HRTimeline
Farrell Financial LLC49,090$2.45M1.78%+1,89213F-HRTimeline
Dorsey & Whitney Trust CO LLC49,000$2.45M0.14%+2,00013F-HRTimeline
OneDigital Investment Advisors LLC48,981$2.44M0.03%-5,78613F-HRTimeline
Sigma Planning Corp48,673$2.43M0.08%-31713F-HRTimeline
Sensible Financial Planning & Managemen…48,620$2.43M0.48%-8313F-HRTimeline
XY Planning Network, Inc.48,356$2.41M1.61%+11,47613F-HRTimeline
Florin Court Capital LLP48,100$2.4M2.49%-56,80013F-HRTimeline
Performance Wealth Partners, LLC46,911$2.34M0.08%-51113F-HRTimeline
FINANCIAL LIFE ADVISORS46,756$2.33M0.87%new13F-HRTimeline
BBR PARTNERS, LLC46,632$2.33M0.16%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments46,612$2.33M0.17%+24,25313F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC46,287$2.31M0.51%-4,70613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC46,185$2.3M0.06%-134,70613F-HRTimeline
Janney Montgomery Scott LLC46,131$2.3M0.01%+14313F-HRTimeline
Disciplined Investments, LLC46,115$2.3M1.06%+50813F-HRTimeline
D.A. DAVIDSON & CO.45,912$2.29M0.02%-63813F-HRTimeline
Waverly Advisors, LLC45,448$2.27M0.03%+66313F-HRTimeline
Seed Wealth Management, Inc.45,262$2.26M1.84%-3,00013F-HRTimeline
Destiny Wealth Partners, LLC45,228$2.26M0.36%-33613F-HRTimeline
LEGACY FINANCIAL GROUP, INC.45,032$2.25M0.72%-35613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC44,778$2.23M0.28%+62813F-HRTimeline
Ifrah Financial Services, Inc.44,719$2.23M0.64%+1,79813F-HRTimeline
Columbus Macro, LLC44,586$2.22M0.29%+1,68413F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC44,533$2.22M0.46%+6,28613F-HRTimeline
EQUITY INVESTMENT CORP44,488$2.22M0.05%013F-HRTimeline
GTS SECURITIES LLC44,330$2.21M0.1%+11,80613F-HRTimeline
Liberty Capital Management, Inc.43,956$2.19M0.49%+1,69713F-HRTimeline
DORVAL Corp44,345$2.19M0.88%-2,28413F-HRTimeline
Veery Capital, LLC43,916$2.19M0.85%-23013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC43,810$2.19M1.55%+37113F-HRTimeline
Avant Financial Advisors LLC42,872$2.14M1.94%+2,04113F-HRTimeline
Modera Wealth Management, LLC42,800$2.14M0.03%-40813F-HRTimeline
Sterling Financial Planning, Inc.42,196$2.11M0.76%+4,56013F-HRTimeline
Silver Oak Advisory Group, Inc.42,203$2.1M1.12%+24113F-HRTimeline
Balanced Rock Investment Advisors LLC41,964$2.09M1.67%-62913F-HRTimeline
Zeit Capital LLC41,901$2.09M1.61%+11813F-HRTimeline
Farther Finance Advisors, LLC40,816$2.03M0.05%+10,51513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd40,656$2.03M0.04%013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC40,473$2.02M0.02%+3,30813F-HRTimeline
Capital Asset Advisory Services LLC40,586$2.02M0.1%-140,21113F-HRTimeline
Level Financial Advisors39,905$1.99M0.68%-1,01713F-HRTimeline
Ashton Thomas Private Wealth, LLC39,692$1.98M0.08%+13,35113F-HRTimeline
Retirement Planning Group, LLC39,643$1.98M0.09%-30313F-HRTimeline
Lakewood Asset Management LLC39,543$1.97M1.33%+7,73813F-HRTimeline
Merit Financial Group, LLC39,505$1.97M0.03%+35,16813F-HRTimeline
&PARTNERS39,182$1.95M0.02%new13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…40,487$1.94M0.79%+1,50213F-HRTimeline
HEADINVEST, LLC38,647$1.93M0.37%+1,12913F-HRTimeline
CGN Advisors LLC37,880$1.89M0.18%+78113F-HRTimeline
STALEY CAPITAL ADVISERS INC37,850$1.89M0.09%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…37,527$1.87M<0.01%+1,46113F-HRTimelineGroup
Koss-Olinger Consulting, LLC36,784$1.84M0.15%+10,80913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC36,491$1.82M0.07%+82913F-HRTimeline
Glass Jacobson Investment Advisors llc37,529$1.82M0.6%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…36,288$1.81M0.32%-9,51113F-HRTimeline
Yeomans Consulting Group, Inc.36,209$1.81M0.7%+1,71213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC36,093$1.8M0.62%+813F-HRTimeline
Cypress Capital, LLC35,465$1.77M0.51%+32713F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…35,418$1.77M0.15%-21,11113F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.35,373$1.77M0.22%+34,46113F-HRTimeline
Aegis Wealth Management LLC35,301$1.76M1.04%+2,17513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding35,380$1.75M+2,634Timeline
PFG Advisors35,143$1.75M0.1%+16,60613F-HRTimeline
L. Roy Papp & Associates, LLP34,902$1.74M0.21%013F-HRTimeline
GeoWealth Management, LLC34,695$1.73M0.07%+22,23413F-HRTimeline
ArchPoint Investors34,614$1.73M0.57%013F-HR/ATimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC33,822$1.69M0.76%+3,53413F-HRTimeline
Matrix Trust Co33,763$1.69M0.28%new13F-HRTimeline
One Wealth Map LLC33,782$1.68M1.12%-45813F-HRTimeline
Rede Wealth, LLC33,687$1.68M0.59%-3,66313F-HRTimeline
Guild Investment Management, Inc.33,320$1.66M1.75%-54013F-HRTimeline
Rinkey Investments32,987$1.65M0.52%-4,75013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…32,124$1.6M0.29%new13F-HRTimelineGroup
Brookwood Investment Group LLC32,062$1.6M0.27%13F-HRTimeline
S.A. Mason LLC31,864$1.59M0.84%-1013F-HRTimeline
Spartan Planning & Wealth Management31,770$1.59M1.54%new13F-HRTimeline
Marks Group Wealth Management, Inc31,344$1.56M0.15%new13F-HRTimeline
NVWM, LLC31,246$1.56M0.41%+26,33313F-HRTimeline
LexAurum Advisors, LLC31,001$1.55M0.3%+19,23113F-HRTimeline
AXS Investments LLC30,613$1.53M0.42%-56013F-HRTimeline
COMERICA BANK30,437$1.52M0.01%-313,93513F-HRTimeline
HANOVER ADVISORS INC30,257$1.51M0.65%-1,13113F-HRTimeline
Advisor Resource Council30,256$1.51M0.12%new13F-HRTimeline
Crabel Capital Management, LLC30,111$1.5M1.62%new13F-HRTimeline
Old North State Trust, LLC30,789$1.49M0.95%013F-HRTimeline
Aries Wealth Management29,860$1.49M0.4%-4213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.29,840$1.49M0.08%+1,24113F-HR/ATimelineGroup
Graypoint LLC29,626$1.48M0.09%+12513F-HRTimeline
Breakwater Investment Management29,492$1.47M0.63%+1,45613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV29,339$1.46M0.12%-12213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC29,261$1.46M0.04%-2,81013F-HRTimelineGroup
Focus Financial Network, Inc.28,921$1.44M0.06%-4,09413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,376$1.42M<0.01%-2,33013F-HRTimelineGroup
Pekin Hardy Strauss, Inc.28,110$1.4M0.17%-34013F-HRTimeline
Clear Creek Financial Management, LLC28,069$1.4M0.15%+16,44513F-HRTimeline
Csenge Advisory Group27,974$1.39M0.08%+2,39513F-HRTimeline
PRIVATE TRUST CO NA27,915$1.39M0.14%+6,65913F-HRTimeline
Moloney Securities Asset Management, LLC27,891$1.39M0.19%+2,60613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …27,511$1.37M0.02%+1,01713F-HRTimelineGroup
KRAFT ASSET MANAGEMENT, LLC27,210$1.36M1.24%-99913F-HRTimeline
Marathon Strategic Advisors, LLC26,978$1.35M1.45%-50413F-HRTimeline
Sanctuary Advisors, LLC26,607$1.33M0.01%-4,48013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP26,224$1.31M0.02%+18,10313F-HRTimeline
NISA INVESTMENT ADVISORS, LLC26,100$1.3M0.01%-4,80013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC25,938$1.29M1.22%+20,72813F-HRTimeline
HTG Investment Advisors, Inc.25,592$1.28M0.53%+18,82713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,315$1.26M0.04%-2,15113F-HRTimeline
FDx Advisors, Inc.25,156$1.25M0.41%-81013F-HRTimeline
Mustard Seed Financial, LLC25,032$1.25M1%+513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,905$1.24M<0.01%+6,53613F-HR/ATimelineGroup
Maltin Wealth Management, Inc.24,602$1.23M0.58%+29113F-HRTimeline
JT Stratford LLC24,467$1.22M0.22%+7,02713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC24,462$1.22M0.05%new13F-HRTimelineGroup
Kings Path Partners LLC24,414$1.22M0.6%+1,85213F-HRTimeline
FINANCIAL COUNSELORS INC24,371$1.22M0.02%+35813F-HRTimeline
Continuum Advisory, LLC24,341$1.21M0.16%-1,42313F-HRTimeline
Bulltick Wealth Management, LLC24,244$1.21M0.32%+9713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC24,240$1.21M0.03%-1,97013F-HRTimeline
Sage Capital Management, LLC24,167$1.21M0.65%+1,54013F-HRTimeline
Washington Trust Bank23,773$1.19M0.12%-29613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc23,770$1.19M0.09%+2,52213F-HRTimeline
LEUTHOLD GROUP, LLC23,493$1.17M0.15%+2,13813F-HRTimeline
Mutual Advisors, LLC23,418$1.17M0.03%-4,53213F-HRTimeline
Oak Harvest Investment Services23,335$1.16M0.16%+4,07813F-HRTimeline
Factor Wealth Management LTD23,180$1.16M0.36%+1,16413F-HRTimeline
Coston, McIsaac & Partners23,136$1.15M0.34%+3,49813F-HRTimeline