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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
Capital Investment Advisory Services, L…5,539$276K0.02%+73913F-HRTimeline
FIDUCIARY ADVISORS, INC.5,539$276K0.27%013F-HRTimeline
Physician Wealth Advisors, Inc.5,534$276K0.05%+413F-HRTimeline
Bremer Bank National Association5,500$274K0.05%013F-HRTimeline
Accurate Wealth Management, LLC5,508$273K0.05%new13F-HRTimeline
PFG Investments, LLC5,468$273K0.02%-18513F-HRTimeline
Wealth Dimensions Group, Ltd.5,322$266K0.06%013F-HRTimeline
Freestate Advisors LLC5,312$265K0.26%-20413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,279$263K0.02%-68713F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC5,277$263K0.03%new13F-HR/ATimeline
Integris Wealth Management, LLC5,256$262K0.07%013F-HRTimeline
Towneley Capital Management, Inc / DE5,239$261K0.06%-41013F-HRTimeline
Cascade Financial Partners, LLC5,211$260K0.03%013F-HRTimeline
Legacy PCG, LLC5,207$260K0.18%-3,91213F-HRTimeline
Belpointe Asset Management LLC5,204$260K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC5,204$260K0.05%new13F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.5,165$258K0.05%+1,02513F-HRTimeline
Perennial Investment Advisors, LLC5,111$255K0.03%new13F-HRTimeline
Principia Wealth Advisory, LLC5,124$255K0.25%-24013F-HRTimeline
ROCKLAND TRUST CO5,100$254K0.01%-1,10613F-HRTimeline
Blue Trust, Inc.5,100$254K<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,078$253K0.03%-63213F-HRTimeline
Tenon Financial LLC5,055$252K0.16%013F-HRTimeline
Wedmont Private Capital5,057$251K0.01%new13F-HRTimeline
Dogwood Wealth Management LLC5,022$251K0.13%013F-HRTimeline
Bragg Financial Advisors, Inc5,015$250K0.01%+24213F-HRTimeline
PETRA FINANCIAL ADVISORS INC5,013$250K0.21%-5713F-HRTimeline
Cardinal Point Capital Management ULC5,011$250K0.02%new13F-HRTimeline
WealthCare Investment Partners, LLC4,995$249K0.11%-12113F-HRTimeline
2UniFi Bank5,025$248K0.16%013F-HRTimeline
Cambria Investment Management, L.P.5,132$248K0.02%013F-HRTimeline
Freedom Investment Management, Inc.4,871$243K0.02%-41713F-HRTimeline
Evercore Wealth Management, LLC4,830$241K<0.01%013F-HRTimeline
Maia Wealth LLC4,847$241K0.05%-81413F-HRTimeline
Lakeshore Financial Planning, Inc.4,759$238K0.1%013F-HRTimeline
TruNorth Capital Management, LLC4,705$235K0.06%013F-HRTimeline
Key Financial Inc4,698$234K0.05%-49213F-HRTimeline
WPG Advisers, LLC4,693$234K0.22%-65913F-HRTimeline
Elser Financial Planning, Inc4,672$233K0.32%013F-HRTimeline
LAM GROUP, INC.4,622$231K0.17%-89513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,619$230K0.02%013F-HRTimeline
Savvy Advisors, Inc.4,528$226K0.02%new13F-HRTimeline
Palisade Asset Management, LLC4,513$225K0.02%013F-HRTimeline
Soltis Investment Advisors LLC4,461$223K0.02%+1413F-HRTimeline
Sunburst Financial Group, LLC4,429$221K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,422$220K<0.01%-64213F-HRTimelineGroup
eCIO, Inc.4,413$220K0.07%13F-HRTimeline
Alhambra Investment Management LLC4,408$220K0.11%-58413F-HRTimeline
Pinnacle Bancorp, Inc.4,374$218K0.07%-2,40013F-HRTimeline
Lion Street Advisors, LLC4,373$218K0.07%013F-HRTimeline
Level Wealth Management LLC4,360$218K0.14%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,354$217K0.19%-57213F-HRTimeline
Conservest Capital Advisors, Inc.4,316$215K0.02%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,306$215K<0.01%new13F-HRTimelineGroup
JNBA Financial Advisors4,271$213K0.02%+32613F-HRTimeline
Golden Bell Financial Planning LLC4,244$212K0.21%013F-HRTimeline
VERITY Wealth Advisors4,239$212K0.16%013F-HRTimeline
W.H. Cornerstone Investments Inc.4,236$211K0.15%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,234$211K0.06%013F-HRTimeline
SBI Securities Co., Ltd.4,228$211K0.01%+16213F-HRTimeline
Roth Financial Partners LLC4,210$210K0.08%013F-HRTimeline
Joseph P. Lucia & Associates, LLC4,190$209K0.1%-20013F-HRTimeline
CENTRAL TRUST Co4,179$209K0.01%+1,72113F-HRTimeline
B. Riley Wealth Advisors, Inc.4,145$207K0.01%new13F-HRTimeline
MRWM Advisors, LLC4,102$205K0.14%-33213F-HRTimeline
Keystone Financial Group4,074$203K0.02%-10013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,737$186K0.01%+71113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD3,700$185K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.3,643$181K0.02%+3,64013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,400$170K0.05%013F-HRTimeline
Northwest Capital Management Inc3,313$165K0.07%-67113F-HRTimeline
Hanson & Doremus Investment Management3,282$164K0.02%-2,21513F-HRTimeline
Clearstead Advisors, LLC3,125$156K<0.01%-1,17513F-HRTimeline
Cape Investment Advisory, Inc.3,007$150K0.06%+88413F-HRTimeline
Asset Dedication, LLC3,003$150K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,944$147K0.01%new13F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,622$131K<0.01%+1413F-HRTimelineGroup
Legacy Bridge, LLC2,588$129K0.07%013F-HRTimeline
Parallel Advisors, LLC2,447$122K<0.01%-12313F-HRTimeline
Anchor Investment Management, LLC2,289$114K0.01%013F-HRTimeline
TD Capital Management LLC2,213$110K0.01%013F-HRTimeline
Fairman Group, LLC2,261$109K0.1%013F-HRTimeline
Advisors Asset Management, Inc.2,142$107K<0.01%-1,92013F-HR/ATimeline
IFP Advisors, Inc2,110$105K<0.01%+3813F-HRTimeline
Stelac Advisory Services LLC2,055$103K0.04%new13F-HRTimeline
Minot DeBlois Advisors LLC2,041$102K0.1%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,000$100K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC2,000$99.8K0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,981$98.9K0.01%+21613F-HRTimeline
OAKWORTH CAPITAL, INC.1,969$98.3K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,897$94.7K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,642$81.9K0.01%+11713F-HRTimeline
CBIZ Investment Advisory Services, LLC1,561$77.9K<0.01%-92513F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,506$75.2K<0.01%-413F-HRTimelineGroup
Coastline Trust Co1,470$73.4K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rialto Wealth Management, LLC1,439$71.8K0.02%+25013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,406$70.1K0.02%+1513F-HRTimeline
Washington Trust Advisors, Inc.1,368$68.3K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,345$67.1K0.01%13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,301$64.9K<0.01%+67113F-HRTimeline
Bogart Wealth, LLC1,284$64.1K<0.01%+11613F-HRTimeline
Murphy & Mullick Capital Management Corp1,247$62.2K0.06%-13413F-HRTimeline
Medallion Wealth Advisors, LLC1,194$59.5K0.03%-2313F-HRTimeline
VESTOR CAPITAL, LLC1,077$54K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC1,081$53.9K0.02%+11813F-HRTimeline
HFM Investment Advisors, LLC1,041$52K0.03%13F-HRTimeline
Transce3nd, LLC1,037$51.6K0.02%-95813F-HRTimeline
Versant Capital Management, Inc1,000$49.9K0.01%013F-HRTimeline
Avalon Trust Co1,000$49.9K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.908$45.3K0.01%new13F-HRTimeline
Decker Retirement Planning Inc.900$44.9K0.03%new13F-HRTimeline
MOTCO720$35.9K<0.01%013F-HRTimeline
Rossby Financial, LCC714$35.7K0.02%new13F-HRTimeline
Sound Income Strategies, LLC713$35.6K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC694$33.6K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC619$30.9K0.01%+25013F-HRTimeline
10Elms LLP594$29.6K0.03%-22113F-HRTimeline
Tidemark, LLC584$29.1K0.01%+4913F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…551$27.5K0.02%new13F-HRTimeline
Tortoise Investment Management, LLC535$26.7K<0.01%013F-HR/ATimeline
Wayfinding Financial, LLC523$26K0.01%new13F-HRTimeline
Global Trust Asset Management, LLC505$25.2K0.02%-3,81413F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC500$24.9K0.03%new13F-HRTimeline
Financial Freedom, LLC491$24.5K0.01%013F-HRTimeline
ROGCO, LP482$24.1K0.01%-3113F-HRTimeline
Investors Research Corp479$23.9K0.01%-5713F-HRTimeline
McIlrath & Eck, LLC473$23.6K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.452$22.6K<0.01%-6,08713F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.441$22K<0.01%+18113F-HRTimelineGroup
Whipplewood Advisors, LLC27,111$21K0.01%+26,68713F-HRTimeline
Hoese & Co LLP411$20.5K0.02%013F-HRTimeline
Millstone Evans Group, LLC406$20.3K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…375$18.7K0.01%013F-HRTimeline
Arax Advisory Partners362$18.1K<0.01%-34,58913F-HRTimeline
DUNCKER STREETT & CO INC300$15K<0.01%013F-HRTimeline
Blume Capital Management, Inc.300$15K<0.01%-75013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.298$14.9K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC262$13.1K<0.01%+14613F-HRTimeline
WOLFF WIESE MAGANA LLC246$12.3K0.01%013F-HRTimeline
CGC Financial Services, LLC246$12.3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC222$11.1K<0.01%-1813F-HR/ATimeline
CHESAPEAKE ASSET MANAGEMENT LLC215$10.7K0.01%013F-HRTimeline
GAMMA Investing LLC191$9.53K<0.01%013F-HR/ATimeline
Financial Connections Group, Inc.195$9K<0.01%013F-HRTimeline
TSFG, LLC186$9K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…171$8.53K<0.01%new13F-HRTimelineGroup
Aventura Private Wealth, LLC164$8.18K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC149$7.44K<0.01%-18013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp141$7.04K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC134$6.69K<0.01%013F-HRTimeline
Citizens National Bank Trust Department123$6.14K<0.01%new13F-HRTimeline
CVA Family Office, LLC119$5.94K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC117$5.84K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.108$5.38K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.99$4.94K<0.01%-113F-HRTimeline
Federation des caisses Desjardins du Qu…96$4.79K<0.01%013F-HRTimeline
Security National Bank94$4.69K<0.01%new13F-HRTimeline
SOFI WEALTH, LLC83$4.12K<0.01%-214,49813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…65$4K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.60$2.99K<0.01%013F-HRTimeline
Towne Trust Company, N.A59$2.94K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO54$2.69K<0.01%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP52$2.6K<0.01%013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.46$2.3K<0.01%new13F-HRTimeline
Bank of New Hampshire45$2.25K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.28$1.41K<0.01%-913F-HRTimeline
PMV Capital Advisers, LLC26$1.3K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.25$1.26K<0.01%013F-HRTimeline
Beacon Capital Management, LLC24$1.21K<0.01%-9713F-HRTimeline
VISION FINANCIAL MARKETS LLC24$1.2K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.13$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$998<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.16$798<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA13$649<0.01%013F-HRTimeline
New Millennium Group LLC7$347<0.01%-313F-HRTimeline
Bear Mountain Capital, Inc.3$150<0.01%013F-HRTimeline
Abound Wealth Management1$58<0.01%013F-HRTimeline
Brooklyn Investment Group1$50<0.01%013F-HRTimeline
Global Wealth Strategies & Associates1$50<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…1$50<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC0$7<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
Navigoe, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-25,92513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.