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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
PETRA FINANCIAL ADVISORS INC5,070$245K0.17%-10313F-HRTimeline
Tenon Financial LLC5,055$245K0.16%+8613F-HRTimeline
2UniFi Bank5,025$243K0.16%13F-HRTimeline
Dogwood Wealth Management LLC5,022$243K0.13%+5113F-HRTimeline
Alhambra Investment Management LLC4,992$242K0.12%+66013F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,926$239K0.24%13F-HRTimeline
NVWM, LLC4,913$238K0.06%+20513F-HRTimeline
Integrated Wealth Concepts LLC4,863$235K<0.01%-1,53513F-HRTimeline
Evercore Wealth Management, LLC4,830$234K<0.01%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC4,808$233K0.17%new13F-HRTimeline
Capital Investment Advisory Services, L…4,800$232K0.02%+65813F-HRTimeline
Bragg Financial Advisors, Inc4,773$231K0.01%+7513F-HRTimeline
Lakeshore Financial Planning, Inc.4,759$231K0.1%-27513F-HRTimeline
TruNorth Capital Management, LLC4,705$228K0.06%013F-HRTimeline
Elser Financial Planning, Inc4,672$226K0.02%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,619$224K0.02%013F-HRTimeline
Kingsview Wealth Management, LLC4,590$222K<0.01%+36313F-HRTimeline
IFG Advisory, LLC4,557$221K0.01%new13F-HRTimeline
Palisade Asset Management, LLC4,513$219K0.02%013F-HRTimeline
Radnor Capital Management, LLC4,500$218K0.04%-4,50013F-HRTimeline
Peak Retirement Planning, Inc.4,471$216K0.15%13F-HRTimeline
Soltis Investment Advisors LLC4,447$215K0.02%-8713F-HRTimeline
Shira Ridge Wealth Management4,446$215K0.11%-18,55713F-HRTimeline
MRWM Advisors, LLC4,434$215K0.17%13F-HRTimeline
Sunburst Financial Group, LLC4,429$214K0.05%+113F-HRTimeline
Joseph P. Lucia & Associates, LLC4,390$213K0.09%-1013F-HRTimeline
Lion Street Advisors, LLC4,373$212K0.07%013F-HRTimeline
Level Wealth Management LLC4,360$211K0.15%13F-HR/ATimeline
Merit Financial Group, LLC4,337$210K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC4,319$209K0.08%013F-HRTimeline
Clearstead Advisors, LLC4,300$208K<0.01%013F-HRTimeline
ETF Store, Inc.4,259$206K0.26%013F-HRTimeline
Golden Bell Financial Planning LLC4,244$206K0.21%13F-HRTimeline
VERITY Wealth Advisors4,239$205K0.15%013F-HRTimeline
W.H. Cornerstone Investments Inc.4,236$205K0.14%+7213F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,234$205K0.06%013F-HRTimeline
Hilltop National Bank4,224$205K0.06%+54313F-HRTimeline
Roth Financial Partners LLC4,210$204K0.08%-29513F-HRTimeline
Keystone Financial Group4,174$202K0.02%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,170$202K<0.01%new13F-HR/ATimelineGroup
Ramsay, Stattman, Vela & Price, Inc.4,140$200K0.04%new13F-HRTimeline
SBI Securities Co., Ltd.4,066$197K0.01%13F-HRTimeline
Advisors Asset Management, Inc.4,062$197K<0.01%-2,35013F-HR/ATimeline
Northwest Capital Management Inc3,984$193K0.08%013F-HRTimeline
JNBA Financial Advisors3,945$191K0.02%013F-HRTimeline
Heritage Wealth Advisors3,810$184K0.01%-5,90913F-HRTimeline
Wingate Wealth Advisors, Inc.3,579$173K0.17%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,400$165K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.3,350$164K0.07%13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS3,374$163K0.07%013F-HRTimeline
Global Retirement Partners, LLC3,345$162K<0.01%+78413F-HRTimeline
CENTAURUS FINANCIAL, INC.3,144$152K0.01%-47213F-HRTimeline
JFS WEALTH ADVISORS, LLC3,026$147K0.01%013F-HRTimeline
Asset Dedication, LLC3,003$145K0.01%-113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,608$126K<0.01%+813F-HRTimelineGroup
Legacy Bridge, LLC2,588$125K0.07%013F-HRTimeline
Parallel Advisors, LLC2,570$124K<0.01%-71013F-HRTimeline
CBIZ Investment Advisory Services, LLC2,486$120K0.01%-1,84213F-HRTimeline
Trust Co2,477$120K0.01%+1,13413F-HRTimeline
CENTRAL TRUST Co2,458$119K<0.01%+1,57313F-HRTimeline
Anchor Investment Management, LLC2,289$111K0.01%+3613F-HRTimeline
Fairman Group, LLC2,261$109K0.09%+3913F-HRTimeline
TD Capital Management LLC2,213$107K0.01%-2,16113F-HRTimeline
MAI Capital Management2,178$105K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.2,123$103K0.04%+36313F-HRTimeline
IFP Advisors, Inc2,072$100K<0.01%-37113F-HRTimeline
Minot DeBlois Advisors LLC2,041$98.8K0.09%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,000$97K<0.01%-2213F-HRTimelineGroup
Transce3nd, LLC1,995$97K0.03%13F-HRTimeline
Lindbrook Capital, LLC2,000$96.8K0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,765$85.5K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,525$73.8K0.01%+23513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,510$73.1K<0.01%-99713F-HRTimelineGroup
Avior Wealth Management, LLC1,495$72.4K<0.01%+513F-HRTimeline
Coastline Trust Co1,470$71.2K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,452$70.3K0.02%+1,11413F-HRTimelineGroup
Murphy & Mullick Capital Management Corp1,381$66.9K0.06%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,391$66.8K0.02%+913F-HRTimeline
Washington Trust Advisors, Inc.1,368$66.2K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,217$58.9K0.03%13F-HRTimeline
Rialto Wealth Management, LLC1,189$57.6K0.02%13F-HRTimeline
Bogart Wealth, LLC1,168$56.6K<0.01%+2013F-HRTimeline
VESTOR CAPITAL, LLC1,077$52K<0.01%013F-HRTimeline
Blume Capital Management, Inc.1,050$50.8K0.01%-1,15013F-HRTimeline
Versant Capital Management, Inc1,000$48.4K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC963$46.6K0.02%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.912$44.2K0.01%-74913F-HRTimeline
10Elms LLP815$39.5K0.04%13F-HRTimeline
Plante Moran Financial Advisors, LLC752$36.4K<0.01%new13F-HRTimeline
MOTCO720$34.9K<0.01%013F-HRTimeline
Sound Income Strategies, LLC713$34.5K<0.01%+413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC694$33.6K<0.01%-1,29113F-HRTimeline
Coppell Advisory Solutions LLC675$32.7K<0.01%-1013F-HRTimeline
MONTAG A & ASSOCIATES INC630$30.5K<0.01%013F-HRTimeline
Investors Research Corp536$26K0.01%013F-HRTimeline
Tortoise Investment Management, LLC535$25.9K<0.01%013F-HR/ATimeline
Tidemark, LLC535$25.9K0.01%013F-HRTimeline
ROGCO, LP513$24.8K0.01%-1,25613F-HRTimeline
Financial Freedom, LLC491$23.8K0.01%+913F-HRTimeline
McIlrath & Eck, LLC473$22.9K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC424$20.5K0.01%13F-HRTimeline
Hoese & Co LLP411$19.9K0.02%new13F-HRTimeline
Millstone Evans Group, LLC406$19.7K0.01%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…375$18.2K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC369$17.9K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC329$15.9K0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC300$14.8K<0.01%new13F-HRTimelineGroup
DUNCKER STREETT & CO INC300$14.5K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC268$13K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.260$12.6K<0.01%+6013F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.250$12.1K<0.01%-13013F-HRTimeline
ORG Partners LLC248$12.1K<0.01%-3113F-HRTimeline
WOLFF WIESE MAGANA LLC246$11.9K0.01%013F-HRTimeline
CGC Financial Services, LLC246$11.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC240$11.7K<0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC215$10.4K0.01%+713F-HRTimeline
GAMMA Investing LLC191$9.25K<0.01%013F-HRTimeline
Financial Connections Group, Inc.195$9K<0.01%+413F-HRTimeline
TSFG, LLC186$9K<0.01%-7013F-HRTimeline
WR Wealth Planners, LLC175$8.47K<0.01%013F-HRTimeline
LEE DANNER & BASS INC150$7.26K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp141$6.83K<0.01%-9813F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC134$6.49K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beacon Capital Management, LLC121$5.87K<0.01%-1813F-HRTimeline
CVA Family Office, LLC119$5.76K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC117$5.67K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC116$5.66K<0.01%-1213F-HRTimeline
SIGNATUREFD, LLC109$5.28K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.108$5.23K<0.01%-5013F-HRTimeline
HAZLETT, BURT & WATSON, INC.103$5K<0.01%new13F-HRTimeline
Aspect Partners, LLC100$4.84K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.100$4.84K<0.01%-23513F-HRTimeline
Federation des caisses Desjardins du Qu…96$4.65K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…65$4K<0.01%-3413F-HRTimelineGroup
JDM Financial Group LLC74$3.58K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.60$2.9K<0.01%013F-HRTimeline
Towne Trust Company, N.A59$2.86K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO54$2.62K<0.01%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP52$2.52K<0.01%-40013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC51$2.47K<0.01%-613F-HRTimeline
Bank of New Hampshire45$2.18K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC45$2K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.37$1.8K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.25$1.23K<0.01%13F-HRTimeline
Legacy Investment Solutions, LLC20$979<0.01%-6313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$979<0.01%-6313F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.16$775<0.01%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA13$629<0.01%new13F-HRTimeline
New Millennium Group LLC10$495<0.01%+113F-HRTimeline
Rakuten Securities, Inc.10$484<0.01%new13F-HRTimeline
Financial Life Planners4$197<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.3$1760.02%-3,89513F-HRTimeline
Bear Mountain Capital, Inc.3$146<0.01%013F-HRTimeline
Clark Wealth Partners2$97<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC1$57<0.01%-10013F-HRTimeline
Abound Wealth Management1$56<0.01%013F-HRTimeline
Brooklyn Investment Group1$49<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates1$48<0.01%013F-HRTimeline
VAN STRUM & TOWNE INC.922,917,195$11.8M+922,650,27413F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.