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Disclosery

VTIP VANGUARD MALVERN FDS

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SHS (fund)

887 managers (898 13F filers) reported a position in VTIP shares at 2025-12-31, 220,316,314 shares in all. 65 filers opened a position and 65 filers sold out during the quarter.

Managers
887
13F filers
898
New
65
Added
455
Reduced
221
Sold out
65
Shares held by filers
220,316,314

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
AXS Investments LLC31,466$1.56M0.54%+25013F-HR/ATimeline
JT Stratford LLC30,697$1.52M0.19%+62913F-HRTimeline
Baker Ellis Asset Management LLC30,400$1.5M0.18%new13F-HRTimeline
Essential Partners LLC30,255$1.5M0.46%-90213F-HRTimeline
Washington Trust Bank30,016$1.48M0.1%+7,46613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rinkey Investments29,983$1.48M0.38%-26813F-HRTimeline
Capital Squared Financial LLC29,869$1.48M1.15%-45413F-HRTimeline
Oak Harvest Investment Services29,712$1.47M0.16%+3,32913F-HRTimeline
Breakwater Investment Management29,326$1.45M0.52%+3613F-HRTimeline
EARNED WEALTH ADVISORS, LLC29,100$1.44M0.1%-9,79713F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.28,868$1.43M<0.01%+24,97813F-HRTimelineGroup
HANOVER ADVISORS INC28,793$1.42M0.55%-1,61613F-HRTimeline
Kathmere Capital Management, LLC28,703$1.42M0.1%+2,03313F-HRTimeline
Benin Management CORP28,666$1.42M0.32%new13F-HRTimeline
Calder Financial LLC28,572$1.41M1.39%13F-HRTimeline
Foundation Wealth Management, LLC\PA28,508$1.41M0.51%-54,08413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP28,464$1.41M0.02%-13213F-HRTimelineGroup
Rede Wealth, LLC28,406$1.4M0.49%+21,47413F-HRTimeline
Cassady Wealth & Retirement Planning, L…28,080$1.39M0.91%13F-HRTimeline
Pekin Hardy Strauss, Inc.27,953$1.38M0.13%+1,55013F-HRTimeline
Kaufman Rossin Wealth, LLC27,885$1.38M0.72%+3,65813F-HRTimeline
Coston, McIsaac & Partners27,647$1.37M0.32%-31613F-HRTimeline
Savvy Advisors, Inc.27,617$1.37M0.04%+15,43513F-HRTimeline
Continuum Advisory, LLC27,610$1.37M0.14%+1,20313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…27,312$1.35M0.03%+3,66113F-HRTimelineGroup
RED REEF ADVISORS LLC27,209$1.35M1.37%13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding27,130$1.34M-5,148Timeline
World Investment Advisors26,923$1.33M0.02%+14,47013F-HR/ATimeline
Tranquilli Financial Advisor LLC26,729$1.32M0.77%-14,77213F-HRTimeline
Discipline Wealth Solutions, LLC26,623$1.32M0.24%+6,22913F-HRTimeline
TWO SIGMA SECURITIES, LLC26,534$1.31M0.18%+20,63813F-HRTimeline
Maltin Wealth Management, Inc.26,438$1.31M0.52%+2,35713F-HRTimeline
Marathon Strategic Advisors, LLC26,421$1.31M1%-4013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC26,303$1.3M0.02%new13F-HR/ATimeline
S.A. Mason LLC25,864$1.28M0.51%-6,00013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE25,858$1.28M0.11%+11,52013F-HRTimeline
BRIGHTON SECURITIES CORP.25,704$1.27M0.63%+4,67213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/25,354$1.25M<0.01%+38013F-HRTimelineGroup
Quantinno Capital Management LP25,207$1.25M<0.01%+19,09013F-HRTimeline
Donalies Financial Planning, LLC25,173$1.25M1.06%13F-HRTimeline
Tradewinds, LLC.24,799$1.23M0.29%-75,55113F-HRTimeline
Mustard Seed Financial, LLC24,258$1.2M0.75%+10213F-HRTimeline
Factor Wealth Management LTD23,958$1.18M0.26%+76213F-HRTimeline
MAI Capital Management23,824$1.18M0.01%-32,28313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED23,813$1.18M0.08%+20,89513F-HRTimeline
Innovative Wealth Building LLC23,753$1.17M0.86%-1,00013F-HRTimeline
Strategic Investment Solutions, Inc. /IL23,371$1.17M0.28%+9,98213F-HRTimeline
MA Private Wealth23,537$1.16M0.19%+2,79513F-HRTimeline
FDx Advisors, Inc.23,531$1.16M0.59%-1,58513F-HRTimeline
Sage Capital Management, LLC23,402$1.16M0.53%+51613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT23,254$1.15M0.13%+2,75013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,233$1.15M0.03%+3,96613F-HRTimeline
Midwest Trust Co22,775$1.13M0.01%+17913F-HRTimeline
Kings Path Partners LLC22,757$1.13M0.39%+1,90013F-HRTimeline
Successful Portfolios LLC22,480$1.11M0.57%+3013F-HRTimeline
MFA Wealth Services22,447$1.11M0.75%+80713F-HRTimeline
Mutual Advisors, LLC22,309$1.1M0.02%-43513F-HRTimeline
Orion Porfolio Solutions, LLC22,280$1.1M0.01%+1,77313F-HRTimeline
Ares Financial Consulting, LLC22,089$1.09M1.04%13F-HRTimeline
FC Advisory LLC21,907$1.08M0.31%+36013F-HRTimeline
CLARIS ADVISORS, LLC / MO /21,797$1.08M0.33%+9,96913F-HRTimeline
Tortoise Investment Management, LLC21,385$1.06M0.09%+20,00013F-HRTimeline
Capstone Wealth Management, LLC21,311$1.05M0.77%+5,19213F-HRTimeline
Jackson Hole Capital Partners, LLC21,155$1.05M0.18%+44213F-HRTimeline
AssuredPartners Investment Advisors, LLC20,926$1.03M0.15%+9,94813F-HRTimeline
Prosperity Advisers, LLC20,888$1.03M0.85%13F-HRTimeline
Brookwood Investment Group LLC20,696$1.02M0.12%+7,02013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…20,630$1.02M<0.01%-4,94113F-HRTimelineGroup
Stewardship Advisors, LLC20,482$1.01M0.23%+2,75913F-HRTimeline
Unison Advisors LLC20,467$1.01M0.09%+54913F-HRTimeline
Bulltick Wealth Management, LLC20,276$1M0.21%+2,03213F-HRTimeline
Round Rock Advisors LLC20,219$1M0.15%-61013F-HR/ATimeline
FMB WEALTH MANAGEMENT20,099$994K0.39%+13,91513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC20,068$993K0.24%-22,55813F-HRTimeline
BCS Private Wealth Management, Inc.19,973$988K0.34%-2,65013F-HRTimeline
Atomic Invest LLC19,689$974K0.55%13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC19,691$974K0.4%+54313F-HRTimeline
Ledyard National Bank19,626$971K0.08%013F-HRTimeline
L.K. Benson & Company, P.C.19,568$968K0.49%+2,11513F-HRTimeline
Independent Wealth Network Inc.19,298$954K0.29%+29913F-HRTimeline
PRIVATE TRUST CO NA19,285$954K0.08%+79213F-HRTimeline
AdvisorNet Financial, Inc19,281$954K0.05%+35813F-HRTimeline
JDH Wealth Management, LLC19,167$948K0.65%-12413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…19,160$948K0.06%+1,04913F-HRTimeline
Foundations Investment Advisors, LLC19,143$947K0.01%-89813F-HRTimeline
DENALI ADVISORS LLC19,101$945K0.1%+11,13313F-HRTimeline
Larson Financial Group LLC19,032$941K0.03%-78513F-HRTimeline
Laurel Wealth Advisors LLC18,985$939K0.12%+1,70013F-HRTimeline
One Degree Advisors Inc18,958$937K0.26%+3,65313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,840$932K0.01%+11,08513F-HRTimeline
Focus Financial Network, Inc.18,818$931K0.03%+27513F-HRTimeline
LaSalle St. Investment Advisors, LLC18,818$930K0.15%-1,79113F-HRTimeline
Financial Planning Navigators CORP18,768$928K0.43%13F-HRTimeline
BIP Wealth, LLC18,765$928K0.03%+2,98713F-HRTimeline
Mengis Capital Management, Inc.18,740$927K0.16%-16413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,046$893K0.03%+32013F-HRTimelineGroup
SteelPeak Wealth, LLC18,028$892K0.03%-48213F-HRTimeline
NorthRock Partners, LLC17,962$888K0.02%-37,23113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,932$887K0.02%-1,45413F-HRTimelineGroup
TPG Advisors LLC17,892$885K0.55%+23813F-HRTimeline
Parkwoods Wealth Partners, LLC17,714$876K0.26%+4,64913F-HRTimeline
Midwestern Financial, LLC /IA17,653$873K0.72%+3,80413F-HRTimeline
KPP Advisory Services LLC17,599$870K0.13%-1,50513F-HRTimeline
N.E.W. Advisory Services LLC17,527$867K0.06%+2,62213F-HRTimeline
EPG Wealth Management LLC17,438$863K0.23%-74013F-HRTimeline
Main Street Financial Solutions, LLC17,353$858K0.06%-2,44813F-HRTimeline
Western Wealth Management, LLC17,221$852K0.04%+10,17813F-HRTimeline
Fischer Financial Services, Inc.17,190$850K0.22%+1,46513F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…17,109$846K0.79%13F-HRTimeline
&PARTNERS16,983$840K<0.01%+1,38013F-HRTimeline
Prospera Financial Services Inc16,850$833K0.01%+1713F-HRTimeline
Beckerman Institutional, LLC16,691$826K0.46%013F-HRTimeline
Diversified Enterprises, LLC16,518$817K0.05%+6,17613F-HRTimeline
Prostatis Group LLC16,468$815K0.19%+25513F-HRTimeline
Physician Wealth Solutions Inc.16,356$809K0.34%013F-HRTimeline
PW Nova Financial Services LLC16,296$806K0.31%13F-HRTimeline
HMV Wealth Advisors, LLC16,172$800K0.4%+2,05213F-HRTimeline
United Advisor Group, LLC16,141$798K0.1%+1,84013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.15,895$786K0.03%+53913F-HRTimeline
Pallas Capital Advisors LLC15,860$784K0.03%-55913F-HRTimeline
Avion Wealth15,858$784K0.16%-9213F-HRTimeline
Mraz, Amerine & Associates, Inc.15,784$781K0.12%-61913F-HRTimeline
Center For Asset Management LLC15,762$780K0.41%+1,20313F-HRTimeline
Meridian Wealth Management, LLC15,640$774K0.03%+21213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …15,595$771K0.02%-4613F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …15,498$767K0.12%+12413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC15,250$754K<0.01%new13F-HR/ATimelineGroup
Bryn Mawr Trust Advisors, LLC15,118$748K0.04%+3,89813F-HRTimeline
Strategic Investment Advisors / MI14,730$729K0.06%+1,48613F-HRTimeline
GenTrust, LLC14,538$719K0.03%+62113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,361$710K0.01%+3,50613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,169$701K0.01%+60413F-HRTimelineGroup
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…14,000$692K0.17%013F-HRTimelineGroup
Smith Partners Wealth Management, LLC13,801$683K0.63%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp13,333$659K0.01%-41713F-HRTimelineGroup
WESBANCO BANK INC13,328$659K0.02%013F-HRTimeline
AE Wealth Management LLC13,162$651K<0.01%+48213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC13,117$649K0.2%-12913F-HRTimeline
Adams Wealth Management12,998$643K0.14%-1,57113F-HRTimeline
CacheTech Inc.12,998$643K0.12%-1,57113F-HRTimeline
J.W. COLE ADVISORS, INC.13,016$641K0.02%+61613F-HRTimeline
Signal Advisors Wealth, LLC12,923$639K0.05%-46913F-HRTimeline
GOLDEN ROAD ADVISORS LLC12,876$637K0.36%-1,24213F-HRTimeline
Hardin Capital Partners, LLC12,854$636K0.3%+24913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC12,773$632K0.21%+34113F-HRTimelineGroup
CoreCap Advisors, LLC12,755$631K0.02%+1,20513F-HRTimeline
Keebeck Wealth Management12,692$628K0.07%+60313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC12,680$627K<0.01%+1113F-HRTimelineGroup
Roble, Belko & Company, Inc12,628$625K0.08%-2,02613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …12,622$624K0.06%+2,09913F-HRTimelineGroup
Private Harbour Investment Management &…12,395$613K0.64%+2513F-HRTimeline
FineMark National Bank & Trust12,216$604K0.02%+1,80313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,100$598K0.01%+6,55813F-HRTimelineGroup
Montis Financial, LLC12,018$594K0.12%-62613F-HRTimeline
Advyzon Investment Management, LLC12,006$594K0.07%+53513F-HRTimeline
Joel Isaacson & Co., LLC11,976$592K0.02%-19713F-HRTimeline
SkyOak Wealth, LLC11,795$583K0.1%013F-HRTimeline
American Investment Services, Inc.11,777$582K0.14%+91213F-HRTimeline
17 CAPITAL PARTNERS, LLC11,705$579K0.3%new13F-HRTimeline
Black Diamond Financial, LLC11,649$576K0.06%-3,26413F-HRTimeline
Gotham Asset Management, LLC11,542$571K<0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC11,502$569K0.15%+413F-HRTimeline
MONECO ADVISORS, LLC11,292$559K0.04%+86713F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC11,203$554K0.17%+6,98813F-HRTimeline
Caldwell Trust Co11,120$550K0.05%013F-HRTimeline
Arkos Global Advisors11,102$549K0.07%013F-HRTimeline
Northstar Group, Inc.11,077$548K0.07%+1613F-HRTimeline
Ashton Thomas Private Wealth, LLC11,030$546K0.01%-76613F-HRTimeline
SHAYNE & JACOBS, LLC10,950$542K0.16%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC10,942$541K<0.01%-38213F-HRTimelineGroup
HBW ADVISORY SERVICES LLC10,891$539K0.06%-6713F-HRTimeline
Pillar Financial Advisors, LLC10,864$537K0.32%-1,80013F-HRTimeline
OakTrust Wealth Advisors, LLC10,783$533K0.49%13F-HRTimeline
Richmond Investment Services, LLC10,758$532K0.09%+2,21313F-HRTimeline
Inman Jager Wealth Management, LLC10,725$530K0.32%-1613F-HRTimeline
TBH Global Asset Management, LLC10,680$528K0.09%new13F-HRTimeline
Capital Investment Services of America,…10,673$528K0.05%013F-HRTimeline
Ballentine Partners, LLC10,627$526K0.01%+27913F-HRTimeline
Envision Financial LLC10,584$524K0.28%-1,71513F-HRTimeline
CHOREO, LLC10,548$522K0.01%-1,55313F-HRTimeline
Thayer Partners, LLC / MA10,518$520K0.25%13F-HRTimeline
Snowden Capital Advisors LLC10,237$506K0.01%+10513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC10,184$504K0.08%+7413F-HRTimeline
Gateway Wealth Partners, LLC10,170$503K0.06%-52,72713F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc10,074$498K<0.01%+2,50613F-HRTimelineGroup
COGENT STRATEGIC WEALTH LLC9,904$491K0.53%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC9,840$487K0.22%+57113F-HRTimeline
Silver Grove Financial Group, Inc.9,820$486K0.42%+37913F-HRTimeline
LAM GROUP, INC.9,813$485K0.28%new13F-HRTimeline
Mesirow Financial Investment Management…9,734$481K0.01%+38713F-HRTimeline
American Trust9,712$480K0.04%+3,54513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC9,646$477K0.05%+1,35813F-HRTimelineGroup
Oath Planning, LLC9,632$476K0.47%13F-HRTimeline
UMB Bank, n.a.9,628$476K0.01%+1,40713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Facet Wealth, Inc.9,598$476K0.01%new13F-HRTimeline
Private Wealth Advisors, LLC9,549$472K0.17%new13F-HRTimeline
Coordinated Financial Services, Inc.9,494$470K0.27%+6713F-HRTimeline
Elevated Capital Advisors, LLC9,459$468K0.11%-14213F-HRTimeline
Vise Technologies, Inc.9,406$465K0.01%new13F-HRTimeline
MATHER GROUP, LLC.9,320$461K<0.01%-2,33213F-HRTimeline