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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
Larson Financial Group LLC23,042$1.15M0.05%-32213F-HRTimeline
Successful Portfolios LLC23,008$1.15M0.78%-10113F-HRTimeline
OLD MISSION CAPITAL LLC22,895$1.14M0.02%+4,98113F-HRTimeline
Virtue Capital Management, LLC22,829$1.14M0.13%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,581$1.13M<0.01%-6,99513F-HRTimelineGroup
Round Rock Advisors LLC22,170$1.11M0.21%-4,92913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP22,150$1.11M0.02%+17,98013F-HRTimelineGroup
GOLDEN ROAD ADVISORS LLC22,111$1.1M0.86%-3,75613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC22,027$1.1M0.01%-7,94413F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,631$1.08M0.03%+1,99513F-HRTimelineGroup
FC Advisory LLC21,587$1.08M0.36%+1413F-HRTimeline
Eldridge Investment Advisors, Inc.21,009$1.05M0.24%-1,11713F-HRTimeline
Kaufman Rossin Wealth, LLC21,003$1.05M0.75%-3,96513F-HRTimeline
Regal Investment Advisors LLC20,902$1.04M0.08%+13,81213F-HRTimeline
Greystone Financial Group, LLC20,868$1.04M0.19%-3,61013F-HRTimeline
Jackson Hole Capital Partners, LLC20,552$1.03M0.2%013F-HRTimeline
Ledyard National Bank20,503$1.02M0.1%-39313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,489$1.02M<0.01%-6,47013F-HRTimelineGroup
Stone Summit Wealth LLC20,286$1.01M0.34%+9,78313F-HRTimeline
Integrated Advisors Network LLC20,020$999K0.05%+3,65013F-HRTimeline
Prospera Financial Services Inc19,967$996K0.02%+30713F-HRTimeline
COMMONS CAPITAL, LLC19,940$995K0.91%new13F-HRTimeline
Mraz, Amerine & Associates, Inc.19,937$994K0.17%-1,31513F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,818$989K0.02%+1,59013F-HRTimelineGroup
Unison Advisors LLC19,711$984K0.13%+65513F-HRTimeline
Arete Wealth Advisors, LLC19,331$965K0.07%+2,09013F-HRTimeline
Compound Planning, Inc.19,229$960K0.04%-5,28813F-HRTimeline
McGrath & Associates, Inc.19,087$952K1.74%-10,22913F-HRTimeline
Main Street Financial Solutions, LLC19,021$949K0.08%-2,00513F-HRTimeline
Wealth Group, Ltd.18,786$937K0.61%+2,08613F-HRTimeline
Stewardship Advisors, LLC18,730$935K0.25%+1,84213F-HRTimeline
Michael A. Dubis Financial Planning, LLC18,583$927K0.9%+1,01213F-HRTimeline
Physician Wealth Solutions Inc.18,319$914K0.46%-30913F-HRTimeline
Prostatis Group LLC18,251$911K0.29%+1,81513F-HRTimeline
Independent Wealth Network Inc.18,139$905K0.36%-26413F-HRTimeline
WIN ADVISORS, INC17,984$897K0.46%new13F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.17,964$896K0.6%+2,34013F-HRTimeline
CWM, LLCin group CWM, LLC17,623$879K<0.01%-2,74313F-HRTimelineGroup
Evanson Asset Management, LLC17,579$877K0.06%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,387$868K0.04%013F-HRTimelineGroup
L.K. Benson & Company, P.C.17,362$866K0.6%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…17,247$861K0.06%+1,73013F-HRTimeline
SteelPeak Wealth, LLC17,228$860K0.04%-3,40013F-HRTimeline
SimpliFi, Inc.17,057$851K0.39%+11213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …16,986$848K0.17%-26913F-HRTimeline
SYNOVUS FINANCIAL CORP16,764$837K0.01%-19213F-HRTimeline
AllSquare Wealth Management LLC16,440$820K0.49%-7513F-HRTimeline
Pallas Capital Advisors LLC16,419$819K0.03%013F-HRTimeline
CHOREO, LLC16,414$819K0.01%-14,58513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.16,324$815K0.05%+3,37213F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,310$814K0.06%-1,10013F-HRTimelineGroup
Mengis Capital Management, Inc.16,122$804K0.17%+49513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,098$803K<0.01%-3,47713F-HRTimelineGroup
Wrenne Financial Planning LLC16,024$800K0.42%+6213F-HRTimeline
LaSalle St. Investment Advisors, LLC15,668$781K0.18%+50913F-HRTimeline
BIP Alliance, LLC15,640$780K0.33%-5,62813F-HRTimeline
Hemington Wealth Management15,574$777K0.12%-2,53713F-HRTimeline
Black Diamond Financial, LLC15,476$772K0.12%013F-HRTimeline
TPG Advisors LLC15,456$771K0.61%new13F-HRTimeline
GenTrust, LLC15,335$765K0.04%013F-HRTimeline
Diversified Enterprises, LLC15,228$760K0.06%new13F-HRTimeline
Fischer Financial Services, Inc.14,785$738K0.24%+2,50013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC14,503$724K0.37%+3,59613F-HRTimeline
One Degree Advisors Inc14,371$717K0.3%-71913F-HRTimeline
Willow Creek Wealth Management Inc.14,355$716K0.07%+2,62713F-HRTimeline
Center For Asset Management LLC14,203$709K0.43%-5,12513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO14,171$707K0.01%-18113F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…14,000$699K0.22%+4,00013F-HRTimelineGroup
Signal Advisors Wealth, LLC13,873$692K0.07%-1,11813F-HRTimeline
Meridian Wealth Management, LLC13,866$692K0.03%-77013F-HRTimeline
Avion Wealth14,253$690K0.18%013F-HRTimeline
BIP Wealth, LLC13,755$686K0.04%+20113F-HRTimeline
JDH Wealth Management, LLC13,497$674K0.58%+4,89613F-HRTimeline
McElhenny Sheffield Capital Management,…13,495$673K0.25%+5313F-HRTimeline
Kovack Advisors, Inc.13,261$662K0.07%013F-HRTimeline
CALTON & ASSOCIATES, INC.13,258$662K0.15%new13F-HR/ATimeline
Kathmere Capital Management, LLC13,254$661K0.06%+5,81713F-HRTimeline
Capstone Wealth Management, LLC13,197$659K0.66%+47113F-HRTimeline
N.E.W. Advisory Services LLC13,092$653K0.05%+28213F-HRTimeline
Southland Equity Partners LLC13,045$651K0.15%-81113F-HRTimeline
Private Harbour Investment Management &…12,870$642K0.71%-5013F-HRTimeline
Inman Jager Wealth Management, LLC12,740$636K0.48%+2,88513F-HRTimeline
Dakota Wealth Management12,725$635K0.01%+3,42413F-HRTimeline
WESBANCO BANK INC12,713$634K0.02%-73013F-HRTimeline
Pillar Financial Advisors, LLC12,664$632K0.47%-20613F-HRTimeline
Orion Porfolio Solutions, LLC12,641$631K0.01%+5,72313F-HRTimeline
Orion Portfolio Solutions, LLC12,641$631K0.01%+5,72313F-HR/ATimeline
Adams Wealth Management12,618$630K0.12%+35813F-HRTimeline
CacheTech Inc.12,618$630K0.12%+35813F-HRTimeline
Laurel Wealth Advisors LLC12,420$620K0.1%-1,54013F-HRTimeline
Caldwell Trust Co11,970$597K0.06%013F-HRTimeline
Envision Financial LLC11,952$596K0.45%new13F-HRTimeline
MATHER GROUP, LLC.11,920$595K0.01%-47213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,817$590K0.15%+33113F-HRTimelineGroup
Wealthspire Retirement, LLC11,805$589K0.05%013F-HRTimeline
SkyOak Wealth, LLC11,795$589K0.13%013F-HRTimeline
AE Wealth Management LLC11,768$587K<0.01%+1,90913F-HRTimeline
BRIGHTON JONES LLC11,763$587K0.02%+5,77513F-HRTimeline
Beckerman Institutional, LLC11,595$579K0.42%+88013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,563$577K0.01%+29513F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC11,562$577K0.32%+1,08513F-HR/ATimeline
Northstar Group, Inc.11,555$577K0.09%013F-HRTimeline
Moser Wealth Advisors, LLC11,545$576K0.3%013F-HRTimeline
Hardin Capital Partners, LLC11,522$575K0.35%+13213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,782$570K0.01%013F-HRTimelineGroup
Sagace Wealth Management LLC11,415$570K0.43%013F-HRTimeline
Shepherd Financial Partners LLC11,300$564K0.07%new13F-HRTimeline
Strategic Investment Advisors / MI11,234$561K0.06%+1,38613F-HRTimeline
Arkos Global Advisors11,102$554K0.08%-26813F-HRTimeline
SHAYNE & JACOBS, LLC10,950$546K0.13%013F-HRTimeline
Elevated Capital Advisors, LLC10,941$546K0.15%-2,77113F-HRTimeline
Prime Capital Investment Advisors, LLC10,683$533K0.01%+3,78413F-HRTimeline
HARBOUR INVESTMENTS, INC.10,565$527K0.02%-2,31113F-HRTimeline
MONECO ADVISORS, LLC10,521$525K0.05%+2,62313F-HR/ATimeline
FineMark National Bank & Trust10,514$525K0.02%013F-HRTimeline
WealthTrak Capital Management LLC10,446$521K0.45%-51813F-HRTimeline
BridgePort Financial Solutions, LLC10,401$519K0.23%013F-HRTimeline
Ballentine Partners, LLC10,340$516K0.01%013F-HRTimeline
Schwallier Wealth Management LLC10,317$515K0.38%-65,19013F-HRTimeline
Root Financial Partners, LLC10,308$514K0.05%-413F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV10,194$508K0.27%-3,73313F-HRTimeline
MassMutual Private Wealth & Trust, FSB10,164$507K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC10,132$506K0.02%+3213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC10,083$503K0.1%-24813F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC9,977$498K0.35%+5,16913F-HRTimeline
HMV Wealth Advisors, LLC9,960$497K0.39%+1,26013F-HRTimeline
Johnson Financial Group, LLC9,929$495K0.05%new13F-HRTimeline
DENALI ADVISORS LLC9,751$487K0.06%+22013F-HRTimeline
Capital Investment Services of America,…9,673$483K0.05%+2,17313F-HRTimeline
Alpha Cubed Investments, LLC9,590$479K0.02%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,575$478K<0.01%-15313F-HRTimelineGroup
Sandy Spring Bank9,556$477K0.02%013F-HRTimeline
Accredited Wealth Management, LLC9,364$467K0.39%+25013F-HRTimeline
CLARIS ADVISORS, LLC / MO /9,358$467K0.17%+45713F-HRTimeline
Mesirow Financial Investment Management…9,063$452K0.01%-5013F-HRTimeline
First Horizon Advisors, Inc.9,049$452K0.01%+36213F-HRTimeline
Trilogy Capital Inc.8,910$445K0.02%+2,40313F-HRTimeline
Shared Vision Wealth Group LLC8,885$443K0.24%013F-HRTimeline
Avantax Planning Partners, Inc.8,829$441K0.02%-42713F-HRTimeline
NorthCoast Asset Management LLC8,661$432K<0.01%-77313F-HR/ATimeline
Main Street Group, LTD8,381$418K0.16%013F-HRTimeline
Apexium Financial, LP8,364$417K0.02%new13F-HRTimeline
Cedar Mountain Advisors, LLC8,285$413K0.09%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC8,261$412K0.19%+1,35413F-HRTimeline
UMB Bank, n.a.8,248$412K0.01%-713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIFLEX GROUP, INC.8,243$411K0.17%+4,89313F-HRTimeline
Mission Creek Capital Partners, Inc.8,139$406K0.1%013F-HRTimeline
Creekside Partners8,111$405K0.21%-67913F-HRTimeline
Composition Wealth, LLC8,101$404K0.01%-6,06313F-HRTimeline
Madden Advisory Services, Inc.7,993$399K0.19%+13513F-HRTimeline
American Investment Services, Inc.7,957$397K0.07%013F-HRTimeline
Robinswood Financial LLC7,805$389K0.14%+89813F-HRTimeline
Fortis Capital Management LLC7,790$389K0.08%-11013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC7,779$388K0.14%+15413F-HRTimeline
Flywheel Private Wealth LLC7,743$386K0.35%013F-HRTimeline
Simplicity Wealth,LLC7,666$383K0.03%new13F-HRTimeline
Brewster Financial Planning LLC7,637$381K0.28%new13F-HRTimeline
Pine Harbor Wealth Management, LLC7,578$378K0.15%-8,54613F-HRTimeline
Eagle Bay Advisors LLC7,542$376K0.32%-40813F-HRTimeline
CoreCap Advisors, LLC7,509$375K0.02%-1,87113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/7,504$374K<0.01%new13F-HRTimelineGroup
Embree Financial Group7,474$373K0.06%-58013F-HRTimeline
FLOW TRADERS U.S. LLC7,463$372K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.7,407$370K0.01%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,173$358K0.02%-14113F-HRTimeline
HBW ADVISORY SERVICES LLC7,137$356K0.05%new13F-HRTimeline
Prime Buchholz LLC7,122$355K0.12%013F-HRTimeline
PROFFITT & GOODSON INC7,104$354K0.06%+1,20013F-HRTimeline
Western Wealth Management, LLC7,081$353K0.02%+10413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,970$348K0.01%-53613F-HRTimelineGroup
Lynx Investment Advisory6,893$344K0.23%-38113F-HRTimeline
Summit Financial Strategies, Inc.6,840$341K0.03%-10013F-HRTimeline
Patriot Financial Group Insurance Agenc…6,838$341K0.05%-12713F-HRTimeline
Five Oceans Advisors6,771$338K0.16%-86813F-HRTimeline
Aptus Capital Advisors, LLC6,627$331K<0.01%-29913F-HRTimeline
Wilmington Savings Fund Society, FSB6,581$328K0.01%+1,16413F-HRTimeline
Chicago Capital, LLC6,553$327K0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,538$326K0.02%new13F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC6,510$325K0.15%-2013F-HRTimeline
Sowell Financial Services LLC6,496$324K0.01%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC6,492$324K0.18%+17213F-HRTimeline
World Investment Advisors6,436$321K0.01%+26313F-HRTimeline
EP Wealth Advisors, LLC6,426$321K<0.01%+71013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC6,417$320K0.21%-10,87913F-HRTimeline
Beacon Pointe Advisors, LLC6,366$318K<0.01%-45613F-HRTimeline
Brand Asset Management Group, Inc.6,251$312K0.13%-40413F-HRTimeline
Symmetry Partners, LLC6,195$309K0.04%-1,34213F-HRTimeline
FMB WEALTH MANAGEMENT6,184$309K0.17%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…6,097$304K0.24%013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…6,004$299K0.05%new13F-HRTimeline
Red Wave Investments LLC5,997$299K0.11%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC5,952$297K0.12%013F-HRTimeline
WMG Financial Advisors, LLC5,901$294K0.13%-6013F-HRTimeline
US FINANCIAL ADVISORS, LLC5,878$293K0.09%+48813F-HRTimeline
SageView Advisory Group, LLC5,855$292K0.01%-1213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC5,815$290K0.04%-1,16813F-HRTimeline
Peak Retirement Planning, Inc.5,758$287K0.16%+1,28713F-HRTimeline
Archer Investment Corp5,670$283K0.07%-26513F-HRTimeline
PBMares Wealth Management LLC5,635$281K0.06%+3013F-HRTimeline
Barry Investment Advisors, LLC5,548$277K0.07%-58213F-HRTimeline