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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
Hemington Wealth Management18,111$876K0.22%013F-HRTimeline
Stark Wealth Management LLC18,086$876K0.64%13F-HRTimeline
OLD MISSION CAPITAL LLC17,914$867K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.17,805$862K0.03%-5,15413F-HRTimeline
Evanson Asset Management, LLC17,579$851K0.06%+7,47913F-HRTimeline
Michael A. Dubis Financial Planning, LLC17,571$851K0.82%13F-HRTimeline
JT Stratford LLC17,440$844K0.14%-1,31113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.17,410$843K0.06%013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,387$842K0.03%+44313F-HRTimelineGroup
L.K. Benson & Company, P.C.17,362$841K0.59%13F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC17,296$837K0.48%-6513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …17,255$835K0.18%-1,58913F-HRTimeline
Arete Wealth Advisors, LLC17,241$835K0.06%+12613F-HRTimeline
SYNOVUS FINANCIAL CORP16,956$821K0.01%-9,07713F-HRTimeline
SimpliFi, Inc.16,945$820K0.38%+22313F-HRTimeline
Stewardship Advisors, LLC16,888$818K0.23%+4,28613F-HRTimeline
Wealth Group, Ltd.16,700$809K0.52%+2,22313F-HRTimeline
AllSquare Wealth Management LLC16,515$800K0.46%-51513F-HRTimeline
Prostatis Group LLC16,436$796K0.23%-83213F-HRTimeline
Pallas Capital Advisors LLC16,419$795K0.03%-1,23513F-HRTimeline
Integrated Advisors Network LLC16,370$793K0.04%+6,60713F-HRTimeline
Pine Harbor Wealth Management, LLC16,124$781K0.31%-5,26313F-HRTimeline
NWAM LLC16,072$778K0.05%+2,30813F-HRTimeline
Wrenne Financial Planning LLC15,962$773K0.44%-60313F-HRTimeline
Cedar Wealth Management, LLC15,827$766K0.28%013F-HRTimeline
Mengis Capital Management, Inc.15,627$757K0.15%new13F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.15,624$757K0.52%+2,83813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…15,517$751K0.06%+2,99313F-HRTimeline
Black Diamond Financial, LLC15,476$749K0.11%-1,07613F-HRTimeline
GenTrust, LLC15,335$743K0.03%-20,11713F-HRTimeline
One Degree Advisors Inc15,090$739K0.3%+53213F-HRTimeline
LaSalle St. Investment Advisors, LLC15,159$734K0.23%+72113F-HRTimeline
JMAC ENTERPRISES LLC15,156$734K0.12%+19113F-HRTimeline
Signal Advisors Wealth, LLC14,991$726K0.08%+3,90513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,724$713K<0.01%-8,75413F-HRTimelineGroup
Meridian Wealth Management, LLC14,636$709K0.03%+8,04513F-HRTimeline
Hershey Financial Advisers, LLC14,449$700K0.62%13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO14,352$695K0.01%+4613F-HRTimeline
Avion Wealth14,253$690K0.18%-1,22913F-HRTimeline
Composition Wealth, LLC14,164$686K0.01%+6,09613F-HRTimeline
Laurel Wealth Advisors LLC13,960$676K0.11%-40013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV13,927$674K0.26%13F-HRTimeline
Southland Equity Partners LLC13,856$671K0.16%+80813F-HRTimeline
Elevated Capital Advisors, LLC13,712$664K0.18%-12613F-HRTimeline
BIP Wealth, LLC13,554$656K0.04%+1,44313F-HRTimeline
McElhenny Sheffield Capital Management,…13,442$651K0.22%013F-HRTimeline
WESBANCO BANK INC13,443$651K0.02%-3,64713F-HRTimeline
Kovack Advisors, Inc.13,261$642K0.06%+2,01813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,952$627K0.04%+1,99613F-HRTimelineGroup
Private Harbour Investment Management &…12,920$626K0.69%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,876$623K0.02%+24613F-HRTimeline
Pillar Financial Advisors, LLC12,870$623K0.48%13F-HRTimeline
N.E.W. Advisory Services LLC12,810$620K0.06%+1,66513F-HRTimeline
Capstone Wealth Management, LLC12,726$616K0.6%13F-HRTimeline
GeoWealth Management, LLC12,461$603K0.02%+3,95213F-HRTimeline
Leelyn Smith, LLC12,422$601K0.11%new13F-HRTimeline
MATHER GROUP, LLC.12,392$600K0.01%-1,46313F-HRTimeline
Fischer Financial Services, Inc.12,285$595K0.19%13F-HRTimeline
Adams Wealth Management12,260$594K0.11%new13F-HRTimeline
CacheTech Inc.12,260$594K0.11%new13F-HRTimeline
Caldwell Trust Co11,970$580K0.06%-57613F-HRTimeline
Thompson David Blair11,879$575K0.42%13F-HRTimeline
Wealthspire Retirement, LLC11,805$572K0.05%-6,91113F-HRTimeline
SkyOak Wealth, LLC11,795$571K0.12%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,782$570K0.01%-4,52013F-HRTimelineGroup
LexAurum Advisors, LLC11,770$570K0.11%+4,77413F-HRTimeline
Willow Creek Wealth Management Inc.11,728$568K0.06%013F-HRTimeline
Clear Creek Financial Management, LLC11,624$563K0.06%-713F-HRTimeline
Northstar Group, Inc.11,555$560K0.09%+913F-HRTimeline
Moser Wealth Advisors, LLC11,545$559K0.29%-10013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,486$556K0.14%+1,22613F-HRTimelineGroup
Sagace Wealth Management LLC11,415$553K0.41%-4,70313F-HRTimeline
Hardin Capital Partners, LLC11,390$551K0.33%+98313F-HRTimeline
Arkos Global Advisors11,370$551K0.08%-1,15213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,268$546K0.01%+1,49913F-HRTimelineGroup
Archvest Wealth Advisors, Inc.11,249$545K0.39%-12,51113F-HRTimeline
WealthTrak Capital Management LLC10,964$531K0.45%13F-HRTimeline
SHAYNE & JACOBS, LLC10,950$530K0.14%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC10,907$528K0.27%new13F-HRTimeline
Atlas Legacy Advisors, LLC10,861$526K0.13%13F-HRTimeline
Beckerman Institutional, LLC10,715$519K0.42%+95413F-HRTimeline
SignalPoint Asset Management, LLC10,648$516K0.13%-6,97313F-HRTimeline
Arkadios Wealth Advisors10,643$515K0.03%+4,87713F-HRTimeline
BridgePort Financial Solutions, LLC10,401$513K0.23%13F-HRTimeline
FineMark National Bank & Trust10,514$509K0.02%013F-HRTimeline
Stone Summit Wealth LLC10,503$509K0.17%-1,39513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC10,477$507K0.29%+7,67213F-HRTimeline
Ballentine Partners, LLC10,340$501K0.01%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC10,331$500K0.09%+4913F-HRTimeline
Root Financial Partners, LLC10,312$499K0.06%+48613F-HRTimeline
Compass Investment Advisers LLC10,170$492K1.43%13F-HRTimeline
Snowden Capital Advisors LLC10,100$489K0.02%-1013F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…10,000$484K0.15%+2,00013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC9,959$482K0.11%+11213F-HRTimeline
AE Wealth Management LLC9,859$477K<0.01%-45,31413F-HRTimeline
Inman Jager Wealth Management, LLC9,855$477K0.37%13F-HRTimeline
Strategic Investment Advisors / MI9,848$477K0.05%+1,09913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,728$471K<0.01%+15313F-HRTimelineGroup
Sandy Spring Bank9,556$463K0.02%013F-HRTimeline
DENALI ADVISORS LLC9,531$461K0.05%-8,03113F-HRTimeline
NorthCoast Asset Management LLC9,434$457K<0.01%-2,31613F-HR/ATimeline
CoreCap Advisors, LLC9,380$454K0.02%-5,71513F-HRTimeline
Dakota Wealth Management9,301$450K0.01%-34913F-HRTimeline
Avantax Planning Partners, Inc.9,256$448K0.02%+20213F-HRTimeline
Fisher Asset Management, LLC9,190$445K<0.01%new13F-HRTimeline
Legacy PCG, LLC9,119$442K0.31%-4,84013F-HRTimeline
Accredited Wealth Management, LLC9,114$441K0.39%13F-HRTimeline
Mesirow Financial Investment Management…9,113$441K0.01%-8,70913F-HRTimeline
CLARIS ADVISORS, LLC / MO /8,901$431K0.16%+20613F-HRTimeline
Shared Vision Wealth Group LLC8,885$430K0.23%-62013F-HRTimeline
Creekside Partners8,790$426K0.22%+6913F-HRTimeline
HMV Wealth Advisors, LLC8,700$421K0.42%13F-HRTimeline
First Horizon Advisors, Inc.8,687$421K0.01%+20013F-HRTimeline
JDH Wealth Management, LLC8,601$416K0.37%13F-HRTimeline
Main Street Group, LTD8,381$406K0.15%-24613F-HRTimeline
Cedar Mountain Advisors, LLC8,285$401K0.09%013F-HRTimeline
UMB Bank, n.a.8,255$400K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mission Creek Capital Partners, Inc.8,139$394K0.09%-54213F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP8,121$393K0.01%-46,47613F-HRTimeline
Embree Financial Group8,054$390K0.07%-23213F-HRTimeline
American Investment Services, Inc.7,957$385K0.07%+17513F-HR/ATimeline
Eagle Bay Advisors LLC7,950$385K0.24%013F-HRTimeline
Fortis Capital Management LLC7,900$383K0.07%+42913F-HRTimeline
MONECO ADVISORS, LLC7,898$382K0.04%+1,57613F-HR/ATimeline
Madden Advisory Services, Inc.7,858$380K0.18%+58813F-HRTimeline
Flywheel Private Wealth LLC7,743$375K0.34%13F-HRTimeline
Five Oceans Advisors7,639$370K0.17%-10713F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC7,625$369K0.14%+9613F-HRTimeline
Symmetry Partners, LLC7,537$365K0.05%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,506$363K0.01%-42113F-HRTimelineGroup
Capital Investment Services of America,…7,500$363K0.03%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,479$362K<0.01%new13F-HRTimelineGroup
Kathmere Capital Management, LLC7,437$360K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,314$354K0.02%-12613F-HRTimeline
Lynx Investment Advisory7,274$352K0.24%+6513F-HRTimeline
BCS Wealth Management7,231$350K0.09%new13F-HRTimeline
Prime Buchholz LLC7,122$345K0.11%13F-HRTimeline
Regal Investment Advisors LLC7,090$343K0.03%new13F-HRTimeline
Pasadena Private Wealth, LLC6,989$338K0.07%-174,78013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,983$338K0.05%-93913F-HRTimeline
Western Wealth Management, LLC6,977$338K0.02%-56413F-HR/ATimeline
Patriot Financial Group Insurance Agenc…6,965$337K0.05%+6513F-HRTimeline
Summit Financial Strategies, Inc.6,940$336K0.04%-8913F-HRTimeline
Aptus Capital Advisors, LLC6,926$335K<0.01%+1,05313F-HRTimeline
Orion Porfolio Solutions, LLC6,918$335K<0.01%-4,86313F-HRTimeline
Orion Portfolio Solutions, LLC6,918$335K<0.01%-4,86313F-HRTimeline
Robinswood Financial LLC6,907$334K0.13%-18813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC6,907$334K0.15%new13F-HRTimeline
Prime Capital Investment Advisors, LLC6,899$334K<0.01%+97613F-HRTimeline
GWN SECURITIES INC.6,796$331K0.09%13F-HRTimeline
Beacon Pointe Advisors, LLC6,822$330K<0.01%+52313F-HRTimeline
Martel Wealth Advisors LLC6,776$328K0.06%+413F-HRTimeline
Pinnacle Bancorp, Inc.6,774$328K0.11%+35013F-HRTimeline
HTG Investment Advisors, Inc.6,765$328K0.15%new13F-HRTimeline
Financial Architects, LLC6,730$326K0.21%013F-HRTimeline
Brand Asset Management Group, Inc.6,655$322K0.13%+13713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6,539$317K0.02%+6,09313F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC6,530$316K0.14%-5313F-HRTimeline
Trilogy Capital Inc.6,507$315K0.02%-88813F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC6,320$306K0.17%+9913F-HRTimeline
ROCKLAND TRUST CO6,206$300K0.02%013F-HRTimeline
FMB WEALTH MANAGEMENT6,184$299K0.17%013F-HRTimeline
World Investment Advisors6,173$299K0.01%+44413F-HRTimeline
Barry Investment Advisors, LLC6,130$297K0.1%+1813F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…6,097$295K0.22%13F-HR/ATimelineGroup
Red Wave Investments LLC5,997$290K0.1%013F-HRTimeline
BRIGHTON JONES LLC5,988$290K0.01%+12013F-HR/ATimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,966$289K0.02%-19413F-HRTimelineGroup
WMG Financial Advisors, LLC5,961$289K0.12%+14213F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC5,952$288K0.11%013F-HRTimeline
Archer Investment Corp5,935$287K0.08%013F-HRTimeline
PROFFITT & GOODSON INC5,904$286K0.05%+50013F-HRTimeline
SageView Advisory Group, LLC5,867$284K0.01%-1,17613F-HRTimeline
EP Wealth Advisors, LLC5,716$277K<0.01%-8,46313F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,710$276K0.03%-5,47613F-HRTimeline
Maia Wealth LLC5,661$276K0.06%-9513F-HRTimeline
PFG Investments, LLC5,653$274K0.02%+38213F-HRTimeline
Towneley Capital Management, Inc / DE5,649$274K0.06%-1,81113F-HRTimeline
PBMares Wealth Management LLC5,605$271K0.06%013F-HRTimeline
FIDUCIARY ADVISORS, INC.5,539$268K0.27%13F-HRTimeline
Physician Wealth Advisors, Inc.5,530$268K0.05%+50013F-HRTimeline
LAM GROUP, INC.5,517$267K0.19%-1,28613F-HRTimeline
Freestate Advisors LLC5,516$267K0.28%+6913F-HRTimeline
Bremer Bank National Association5,500$266K0.05%013F-HRTimeline
Hanson & Doremus Investment Management5,497$266K0.04%-13013F-HRTimeline
Wilmington Savings Fund Society, FSB5,417$262K<0.01%+4513F-HRTimeline
US FINANCIAL ADVISORS, LLC5,390$261K0.08%+1613F-HRTimeline
Principia Wealth Advisory, LLC5,364$260K0.24%13F-HRTimeline
WPG Advisers, LLC5,352$259K0.24%13F-HRTimeline
McLean Asset Management Corp5,347$259K0.08%-14013F-HRTimeline
Wealth Dimensions Group, Ltd.5,322$258K0.06%013F-HRTimeline
Freedom Investment Management, Inc.5,288$256K0.02%-15613F-HRTimeline
Integris Wealth Management, LLC5,256$254K0.07%013F-HRTimeline
Cascade Financial Partners, LLC5,211$252K0.03%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC5,210$252K0.26%+4,65313F-HRTimeline
SMITH, MOORE & CO.5,202$252K0.02%-14013F-HRTimeline
Key Financial Inc5,190$251K0.06%+48813F-HRTimeline
Cambria Investment Management, L.P.5,132$248K0.02%+13213F-HRTimeline
WealthCare Investment Partners, LLC5,116$248K0.11%+5613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,064$246K<0.01%-8,35613F-HRTimelineGroup