Skip to content
Disclosery

VTIP VANGUARD MALVERN FDS

Follow

SHS (fund)

822 managers (833 13F filers) reported a position in VTIP shares at 2025-06-30, 195,456,312 shares in all. 82 filers opened a position and 47 filers sold out during the quarter.

Managers
822
13F filers
833
New
82
Added
372
Reduced
254
Sold out
47
Shares held by filers
195,456,312

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
KRAFT ASSET MANAGEMENT, LLC24,738$1.24M1.16%-2,47213F-HRTimeline
Bulltick Wealth Management, LLC24,662$1.24M0.31%+41813F-HRTimeline
Simplicity Wealth,LLC24,548$1.23M0.05%+16,88213F-HRTimeline
Mustard Seed Financial, LLC24,226$1.22M0.88%-80613F-HRTimeline
Midwest Trust Co23,653$1.19M0.02%13F-HRTimeline
Maltin Wealth Management, Inc.23,276$1.17M0.53%-1,32613F-HRTimeline
Larson Financial Group LLC22,999$1.16M0.05%-4313F-HRTimeline
Orion Porfolio Solutions, LLC22,899$1.15M0.01%+10,25813F-HR/ATimeline
Sage Capital Management, LLC22,710$1.14M0.55%-1,45713F-HRTimeline
Successful Portfolios LLC22,631$1.14M0.7%-37713F-HRTimeline
Innovative Wealth Building LLC22,587$1.14M0.94%new13F-HRTimeline
Mutual Advisors, LLC22,564$1.13M0.03%-85413F-HRTimeline
AdvisorNet Financial, Inc22,377$1.12M0.07%-1,39313F-HRTimeline
Factor Wealth Management LTD22,340$1.12M0.31%-84013F-HRTimeline
Stone Summit Wealth LLC22,331$1.12M0.35%+2,04513F-HRTimeline
Arete Wealth Advisors, LLC22,162$1.11M0.08%+2,83113F-HRTimeline
Main Street Financial Solutions, LLC22,056$1.11M0.08%+3,03513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…21,906$1.1M0.03%+27513F-HRTimelineGroup
FC Advisory LLC21,612$1.09M0.34%+2513F-HRTimeline
Kings Path Partners LLC21,569$1.08M0.44%-2,84513F-HRTimeline
GOLDEN ROAD ADVISORS LLC21,492$1.08M0.72%-61913F-HRTimeline
Evanson Asset Management, LLC21,172$1.06M0.07%+3,59313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,781$1.04M0.03%-8,48013F-HRTimelineGroup
WOODWARD DIVERSIFIED CAPITAL, LLC20,719$1.04M0.53%+10,74213F-HRTimeline
Regal Investment Advisors LLC20,665$1.04M0.08%-23713F-HRTimeline
Jackson Hole Capital Partners, LLC20,577$1.03M0.19%+2513F-HRTimeline
Round Rock Advisors LLC20,535$1.03M0.18%-1,63513F-HRTimeline
Capital Asset Advisory Services LLC20,598$1.03M0.05%-19,98813F-HRTimeline
Eldridge Investment Advisors, Inc.20,490$1.02M0.21%-51913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC20,227$1.02M0.01%-1,80013F-HRTimelineGroup
MA Private Wealth20,024$1.01M0.18%new13F-HRTimeline
Kaufman Rossin Wealth, LLC19,813$996K0.63%-1,19013F-HRTimeline
Unison Advisors LLC19,749$993K0.11%+3813F-HRTimeline
Ledyard National Bank19,626$987K0.09%-87713F-HRTimeline
CHOREO, LLC19,527$982K0.01%+3,11313F-HRTimeline
BCS Private Wealth Management, Inc.19,273$969K0.36%13F-HRTimeline
Conservest Capital Advisors, Inc.19,155$963K0.1%+14,83913F-HRTimeline
Independent Wealth Network Inc.18,859$948K0.34%+72013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC18,801$945K0.42%+4,29813F-HRTimeline
Integrated Advisors Network LLC18,787$944K0.04%-1,23313F-HRTimeline
USA FINANCIAL FORMULAS18,782$944K0.16%new13F-HRTimeline
Focus Financial Network, Inc.18,581$934K0.04%-10,34013F-HRTimeline
Sagace Wealth Management LLC18,551$933K0.7%+7,13613F-HRTimeline
Willow Creek Wealth Management Inc.18,460$928K0.08%+4,10513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT18,412$926K0.11%new13F-HRTimeline
Stewardship Advisors, LLC18,405$925K0.23%-32513F-HRTimeline
Center For Asset Management LLC19,049$922K0.57%+4,84613F-HRTimeline
Mraz, Amerine & Associates, Inc.18,330$921K0.15%-1,60713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,136$912K0.03%-7,17913F-HRTimeline
Mengis Capital Management, Inc.18,059$908K0.19%+1,93713F-HRTimeline
COMMONS CAPITAL, LLC17,930$901K0.69%-2,01013F-HRTimeline
SteelPeak Wealth, LLC17,540$882K0.03%+31213F-HRTimeline
L.K. Benson & Company, P.C.17,395$874K0.54%+3313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…17,388$874K0.03%+113F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC17,159$862K0.24%+1,49113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding17,110$860K-18,270Timeline
SimpliFi, Inc.17,090$859K0.38%+3313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…17,008$855K0.06%-23913F-HRTimeline
SYNOVUS FINANCIAL CORP16,764$843K0.01%013F-HRTimeline
Avion Wealth16,634$836K0.19%+2,38113F-HR/ATimeline
Meridian Wealth Management, LLC16,451$827K0.04%+2,58513F-HRTimeline
AllSquare Wealth Management LLC16,440$826K0.46%013F-HRTimeline
Pallas Capital Advisors LLC16,419$825K0.03%013F-HRTimeline
Physician Wealth Solutions Inc.16,356$822K0.38%-1,96313F-HRTimeline
Prostatis Group LLC16,298$819K0.23%-1,95313F-HRTimeline
Prospera Financial Services Inc16,163$812K0.02%-3,80413F-HRTimeline
Foundations Investment Advisors, LLC16,065$808K0.01%-43,54713F-HRTimeline
Wrenne Financial Planning LLC16,048$807K0.38%+2413F-HRTimeline
TPG Advisors LLC16,011$805K0.58%+55513F-HRTimeline
Allegheny Financial Group15,988$804K0.18%new13F-HRTimeline
PRIVATE TRUST CO NA15,883$798K0.08%-12,03213F-HRTimeline
Brookwood Investment Group LLC15,825$796K0.13%-16,23713F-HRTimeline
JDH Wealth Management, LLC15,816$795K0.61%+2,31913F-HRTimeline
Hershey Financial Advisers, LLC15,736$791K0.71%13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.15,710$790K0.05%-60013F-HRTimelineGroup
Fischer Financial Services, Inc.15,690$787K0.23%+90513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …15,589$784K0.15%-1,39713F-HRTimeline
Hemington Wealth Management15,574$782K0.11%013F-HRTimeline
United Advisor Group, LLC15,387$773K0.13%new13F-HRTimeline
GenTrust, LLC15,337$771K0.04%+213F-HRTimeline
BRIGHTON SECURITIES CORP.15,141$761K0.42%new13F-HRTimeline
Capstone Wealth Management, LLC15,060$757K0.66%+1,86313F-HRTimeline
Black Diamond Financial, LLC14,915$750K0.12%-56113F-HRTimeline
Kathmere Capital Management, LLC14,633$736K0.06%+1,37913F-HRTimeline
Roble, Belko & Company, Inc14,596$734K0.11%-190,49313F-HRTimeline
Adams Wealth Management14,574$733K0.14%+1,95613F-HRTimeline
CacheTech Inc.14,574$733K0.13%+1,95613F-HRTimeline
One Degree Advisors Inc14,497$728K0.26%+12613F-HRTimeline
First Horizon Advisors, Inc.14,433$726K0.02%+5,38413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,294$719K0.01%-5,52413F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL14,212$714K0.01%new13F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…14,000$704K0.2%013F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC13,857$697K0.37%+2,29513F-HRTimeline
CWM, LLCin group CWM, LLC13,776$693K<0.01%-3,84713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,689$688K0.01%new13F-HRTimelineGroup
BCGM Wealth Management, LLC13,624$685K0.19%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,577$683K0.04%-2,74713F-HRTimelineGroup
McGrath & Associates, Inc.13,516$679K1.11%-5,57113F-HRTimeline
McElhenny Sheffield Capital Management,…13,442$676K0.18%-5313F-HR/ATimeline
N.E.W. Advisory Services LLC13,441$676K0.07%+34913F-HRTimeline
Inman Jager Wealth Management, LLC13,437$675K0.46%+69713F-HRTimeline
Southland Equity Partners LLC13,394$673K0.15%+34913F-HRTimeline
Signal Advisors Wealth, LLC13,228$665K0.05%-64513F-HRTimeline
WESBANCO BANK INC13,215$664K0.02%+50213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC13,174$662K0.22%+5,39513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …13,084$658K0.02%-54,82213F-HRTimelineGroup
Kovack Advisors, Inc.13,078$657K0.06%-18313F-HRTimeline
Private Harbour Investment Management &…12,870$647K0.67%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,666$637K<0.01%-3,43213F-HRTimelineGroup
Pillar Financial Advisors, LLC12,664$637K0.44%013F-HRTimeline
Moser Wealth Advisors, LLC12,620$634K0.3%+1,07513F-HRTimeline
J.W. COLE ADVISORS, INC.12,574$632K0.01%+5,16713F-HRTimeline
HMV Wealth Advisors, LLC12,540$630K0.41%+2,58013F-HRTimeline
Hardin Capital Partners, LLC12,552$625K0.37%+1,03013F-HRTimeline
Laurel Wealth Advisors LLC12,420$624K0.09%013F-HR/ATimeline
HBW ADVISORY SERVICES LLC12,374$622K0.08%+5,23713F-HRTimeline
Strategic Investment Advisors / MI12,323$619K0.06%+1,08913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,244$615K0.17%+42713F-HRTimelineGroup
Savvy Advisors, Inc.12,069$607K0.04%+7,54113F-HRTimeline
Diversified Enterprises, LLC11,972$602K0.04%-3,25613F-HRTimeline
Caldwell Trust Co11,920$599K0.06%-5013F-HRTimeline
SkyOak Wealth, LLC11,795$593K0.12%013F-HRTimeline
MATHER GROUP, LLC.11,703$588K0.01%-21713F-HRTimeline
BIP Wealth, LLC11,684$587K0.04%-2,07113F-HRTimeline
Beckerman Institutional, LLC11,595$583K0.39%013F-HRTimeline
Skyline Advisors, Inc.11,564$581K0.21%new13F-HRTimeline
BridgePort Financial Solutions, LLC11,496$578K0.19%+1,09513F-HRTimeline
Envision Financial LLC11,434$575K0.38%-51813F-HRTimeline
CLARIS ADVISORS, LLC / MO /11,412$574K0.2%+2,05413F-HRTimeline
&PARTNERS11,411$574K<0.01%-27,77113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,362$571K0.01%-20113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC11,310$569K0.02%-28,38213F-HRTimeline
Northstar Group, Inc.11,157$561K0.09%-39813F-HRTimeline
Arkos Global Advisors11,102$558K0.08%013F-HRTimeline
SHAYNE & JACOBS, LLC10,950$550K0.18%013F-HRTimeline
Elevated Capital Advisors, LLC10,941$546K0.15%013F-HRTimeline
Keebeck Wealth Management10,761$541K0.07%new13F-HRTimeline
Capital Investment Services of America,…10,673$537K0.05%+1,00013F-HRTimeline
MONECO ADVISORS, LLC10,639$535K0.05%+11813F-HRTimeline
Seneschal Advisors, LLC10,527$529K0.42%new13F-HRTimeline
FineMark National Bank & Trust10,514$529K0.02%013F-HRTimeline
Ballentine Partners, LLC10,348$520K0.01%+813F-HRTimeline
WealthTrak Capital Management LLC10,325$519K0.43%-12113F-HRTimeline
Wealthspire Retirement, LLC10,260$516K0.03%-1,54513F-HRTimeline
Keystone Financial Group, Inc.10,258$514K0.33%-60,87313F-HRTimeline
Snowden Capital Advisors LLC10,132$509K0.02%013F-HRTimeline
Dakota Wealth Management10,124$509K0.01%-2,60113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC10,088$507K0.09%+513F-HRTimeline
AE Wealth Management LLC9,990$502K<0.01%-1,77813F-HRTimeline
CoreCap Advisors, LLC9,691$487K0.02%+2,18213F-HRTimeline
DENALI ADVISORS LLC9,686$487K0.05%-6513F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV9,651$485K0.23%-54313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,632$484K<0.01%+5713F-HRTimelineGroup
Alpha Cubed Investments, LLC9,590$482K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp9,556$480K0.01%new13F-HRTimelineGroup
BOKF, NAin group BOKF, NA9,400$473K0.01%new13F-HRTimelineGroup
NorthCoast Asset Management LLC9,306$468K<0.01%+64513F-HRTimeline
Avantax Planning Partners, Inc.9,276$466K0.01%+44713F-HRTimeline
Accredited Wealth Management, LLC9,216$463K0.38%-14813F-HRTimeline
AMERIFLEX GROUP, INC.9,158$460K0.24%+91513F-HRTimeline
B. Riley Wealth Advisors, Inc.9,133$459K0.02%+4,98813F-HRTimeline
Mesirow Financial Investment Management…9,108$458K0.01%+4513F-HRTimeline
BRIGHTON JONES LLC9,037$454K0.01%-2,72613F-HRTimeline
American Investment Services, Inc.8,956$450K0.11%+99913F-HRTimeline
Shared Vision Wealth Group LLC8,885$444K0.22%013F-HRTimeline
Trilogy Capital Inc.8,790$442K0.02%-12013F-HRTimeline
Johnson Financial Group, LLC8,536$429K0.04%-1,39313F-HRTimeline
GWN SECURITIES INC.8,494$427K0.08%-46,19213F-HRTimeline
Coordinated Financial Services, Inc.8,429$424K0.29%13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…8,403$422K0.04%new13F-HRTimelineGroup
UMB Bank, n.a.8,348$420K0.01%+10013F-HR/ATimeline
Main Street Group, LTD8,231$414K0.13%-15013F-HRTimeline
Madden Advisory Services, Inc.8,227$414K0.18%+23413F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,190$412K0.02%new13F-HRTimeline
Mission Creek Capital Partners, Inc.8,144$409K0.09%+513F-HRTimeline
Creekside Partners8,119$408K0.19%+813F-HRTimeline
Midwestern Financial, LLC /IA8,024$403K0.38%13F-HRTimeline
Western Wealth Management, LLC7,826$393K0.02%+74513F-HRTimeline
Wilmington Savings Fund Society, FSB7,803$392K0.01%+1,22213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,797$392K0.03%+2,51813F-HRTimelineGroup
Flywheel Private Wealth LLC7,743$389K0.31%013F-HRTimeline
Brewster Financial Planning LLC7,637$384K0.26%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC7,563$380K0.17%-69813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,495$377K0.02%+32213F-HRTimeline
Old North State Trust, LLC7,456$375K0.26%-23,33313F-HRTimeline
Embree Financial Group7,405$372K0.06%-6913F-HRTimeline
Composition Wealth, LLC7,204$362K0.01%-89713F-HRTimeline
Eagle Bay Advisors LLC7,176$361K0.3%-36613F-HRTimeline
Advyzon Investment Management, LLC7,137$359K0.08%new13F-HRTimeline
Prime Buchholz LLC7,135$359K0.11%+1313F-HRTimeline
PROFFITT & GOODSON INC7,104$357K0.05%013F-HRTimeline
Pine Harbor Wealth Management, LLC7,095$357K0.13%-48313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,063$355K<0.01%new13F-HRTimeline
Lynx Investment Advisory7,033$354K0.23%+14013F-HRTimeline
World Investment Advisors7,021$353K0.01%+58513F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,018$353K0.13%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC7,002$352K<0.01%+37513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,714$338K0.04%+89913F-HRTimeline
Summit Financial Strategies, Inc.6,604$332K0.03%-23613F-HRTimeline
Five Oceans Advisors6,560$330K0.14%-21113F-HRTimeline