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Disclosery

VTIP VANGUARD MALVERN FDS

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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
Chicago Capital, LLC6,553$329K0.01%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.6,515$328K0.12%new13F-HRTimeline
Topel & Distasi Wealth Management, LLC6,446$324K0.17%-6413F-HRTimeline
Consolidated Portfolio Review Corp6,431$323K0.04%new13F-HRTimeline
Beacon Pointe Advisors, LLC6,429$323K<0.01%+6313F-HRTimeline
HARBOUR INVESTMENTS, INC.6,372$320K0.01%-4,19313F-HRTimeline
Sowell Financial Services LLC6,310$317K0.01%-18613F-HRTimeline
Cedar Mountain Advisors, LLC6,253$314K0.07%-2,03213F-HRTimeline
Prime Capital Investment Advisors, LLC6,189$311K<0.01%-4,49413F-HRTimeline
FMB WEALTH MANAGEMENT6,184$311K0.15%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…6,097$306K0.22%013F-HRTimelineGroup
American Trust6,060$305K0.03%new13F-HRTimeline
Perennial Investment Advisors, LLC6,047$304K0.03%+93613F-HRTimeline
Red Wave Investments LLC5,997$301K0.1%013F-HRTimeline
Capital Investment Advisory Services, L…5,896$296K0.02%+35713F-HRTimeline
Peak Retirement Planning, Inc.5,808$292K0.12%+5013F-HRTimeline
Discipline Wealth Solutions, LLC5,789$291K0.11%new13F-HRTimeline
Belpointe Asset Management LLC5,727$288K0.01%+52313F-HRTimeline
Fortis Capital Advisors, LLC5,727$288K0.05%+52313F-HRTimeline
EP Wealth Advisors, LLC5,708$287K<0.01%-71813F-HRTimeline
SageView Advisory Group, LLC5,714$286K0.01%-14113F-HRTimeline
Archer Investment Corp5,670$285K0.07%013F-HRTimeline
Wealth Dimensions Group, Ltd.5,664$285K0.06%+34213F-HRTimeline
WMG Financial Advisors, LLC5,652$284K0.11%-24913F-HRTimeline
GeoWealth Management, LLC5,590$281K0.01%-29,10513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,584$281K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.5,534$278K0.04%013F-HRTimeline
Accurate Wealth Management, LLC5,555$277K0.04%+4713F-HRTimeline
OLD NATIONAL BANCORP /IN/5,500$276K<0.01%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC5,453$274K0.14%-1,03913F-HRTimeline
Principia Wealth Advisory, LLC5,424$273K0.23%+30013F-HRTimeline
Maia Wealth LLC5,382$271K0.05%+53513F-HRTimeline
Freestate Advisors LLC5,317$267K0.24%+513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,273$265K0.02%-413F-HR/ATimeline
PETRA FINANCIAL ADVISORS INC5,267$265K0.17%+25413F-HRTimeline
Integris Wealth Management, LLC5,256$264K0.07%013F-HRTimeline
Cascade Financial Partners, LLC5,211$262K0.03%013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,170$260K0.02%new13F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.5,165$260K0.05%013F-HRTimeline
Towneley Capital Management, Inc / DE5,119$257K0.06%-12013F-HRTimeline
Bragg Financial Advisors, Inc5,112$257K0.01%+9713F-HRTimeline
Trademark Financial Management, LLC5,111$257K0.16%new13F-HRTimeline
ROCKLAND TRUST CO5,100$256K0.01%013F-HRTimeline
Blue Trust, Inc.5,100$256K<0.01%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,092$256K0.01%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.5,088$256K0.23%-45113F-HRTimeline
Richmond Investment Services, LLC5,068$255K0.05%new13F-HRTimeline
Tenon Financial LLC5,064$255K0.11%+913F-HRTimeline
Wedmont Private Capital5,094$254K0.01%+3713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,054$254K0.01%-1,91613F-HRTimelineGroup
Sharkey, Howes & Javer5,047$254K0.03%new13F-HRTimeline
2UniFi Bank5,025$253K0.14%013F-HRTimeline
Dogwood Wealth Management LLC5,054$252K0.12%+3213F-HRTimeline
LifeGoal Investments, LLC4,976$250K0.24%new13F-HRTimeline
WealthCare Investment Partners, LLC4,987$248K0.09%-813F-HRTimeline
PFG Investments, LLC4,914$247K0.01%-55413F-HRTimeline
Johnson Bixby & Associates, LLC4,891$246K0.03%new13F-HRTimeline
Evercore Wealth Management, LLC4,830$243K<0.01%013F-HRTimeline
Schwallier Wealth Management LLC4,827$243K0.15%-5,49013F-HRTimeline
Sequent Planning LLC4,823$242K0.08%new13F-HRTimeline
LifePlan Investment Advisors, Inc.4,809$242K0.12%new13F-HRTimeline
W.H. Cornerstone Investments Inc.4,801$241K0.15%+56513F-HRTimeline
Lakeshore Financial Planning, Inc.4,767$240K0.1%+813F-HRTimeline
TruNorth Capital Management, LLC4,705$237K0.05%013F-HRTimeline
Key Financial Inc4,699$236K0.05%+113F-HRTimeline
Soltis Investment Advisors LLC4,698$236K0.02%+23713F-HRTimeline
SBI Securities Co., Ltd.4,698$236K0.01%+47013F-HRTimeline
Elser Financial Planning, Inc4,653$234K0.29%-1913F-HR/ATimeline
Root Financial Partners, LLC4,626$233K0.02%-5,68213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,619$232K0.02%013F-HRTimeline
Legacy PCG, LLC4,518$227K0.15%-68913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,515$227K<0.01%+9313F-HRTimelineGroup
Palisade Asset Management, LLC4,513$227K0.02%013F-HRTimeline
Cambria Investment Management, L.P.4,508$227K0.02%-62413F-HRTimeline
Cardinal Point Capital Management ULC4,471$225K0.02%-54013F-HRTimeline
eCIO, Inc.4,443$223K0.09%+3013F-HRTimeline
Freedom Investment Management, Inc.4,441$223K0.02%-43013F-HRTimeline
Sunburst Financial Group, LLC4,429$223K0.05%013F-HRTimeline
Alhambra Investment Management LLC4,413$222K0.11%+513F-HRTimeline
Pinnacle Bancorp, Inc.4,374$220K0.07%013F-HRTimeline
JNBA Financial Advisors4,370$220K0.02%+9913F-HRTimeline
Level Wealth Management LLC4,360$219K0.13%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,355$219K0.02%-72313F-HRTimeline
Cornerstone Financial Group, LLC /NE/4,354$219K0.19%013F-HRTimeline
Golden Bell Financial Planning LLC4,253$214K0.2%+913F-HRTimeline
VERITY Wealth Advisors4,239$213K0.14%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…4,234$213K0.06%013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC4,215$212K0.08%-1,73713F-HRTimeline
Roth Financial Partners LLC4,210$212K0.08%013F-HRTimeline
Joseph P. Lucia & Associates, LLC4,190$211K0.09%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,174$210K0.02%new13F-HRTimeline
WPG Advisers, LLC4,162$209K0.18%-53113F-HRTimeline
CENTRAL TRUST Co4,146$208K<0.01%-3313F-HRTimeline
Riverbend Wealth Management, LLC4,076$205K0.16%new13F-HRTimeline
Brand Asset Management Group, Inc.4,075$205K0.08%-2,17613F-HRTimeline
Petix & Botte Co4,075$205K0.05%new13F-HRTimeline
Allied Investment Advisors, LLC4,014$202K0.04%new13F-HRTimeline
Keystone Financial Group4,004$201K0.02%-7013F-HRTimeline
Able Wealth Management LLC4,002$201K0.1%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC3,737$188K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,687$185K0.01%new13F-HRTimelineGroup
Asset Dedication, LLC3,422$172K0.01%+41913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,400$171K0.04%013F-HRTimeline
Hilltop National Bank3,313$167K0.04%13F-HRTimeline
LANARK FINANCIAL, INC.3,296$165K0.01%-34713F-HRTimeline
Clearstead Advisors, LLC3,125$157K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management3,038$153K0.02%-24413F-HRTimeline
Arax Advisory Partners2,705$148K0.01%+2,34313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,912$146K0.01%-3213F-HRTimeline
Slow Capital, Inc.2,838$143K0.02%new13F-HRTimeline
SIMPLEX TRADING, LLC2,724$136K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,624$132K<0.01%+213F-HRTimelineGroup
Legacy Bridge, LLC2,588$130K0.06%013F-HRTimeline
Rialto Wealth Management, LLC2,570$129K0.04%+1,13113F-HRTimeline
Parallel Advisors, LLC2,333$117K<0.01%-11413F-HRTimeline
Anchor Investment Management, LLC2,294$115K0.01%+513F-HRTimeline
Fairman Group, LLC2,265$114K0.09%+413F-HRTimeline
TD Capital Management LLC2,217$111K0.01%+413F-HRTimeline
Parkside Financial Bank & Trust2,087$105K0.01%+10613F-HRTimeline
Stelac Advisory Services LLC2,055$103K0.04%013F-HRTimeline
Minot DeBlois Advisors LLC2,041$103K0.1%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,000$101K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,722$86.6K0.01%-24713F-HRTimeline
Smartleaf Asset Management LLC1,638$82.3K0.01%-413F-HRTimeline
CBIZ Investment Advisory Services, LLC1,561$78.5K<0.01%013F-HRTimeline
Hoese & Co LLP1,561$78.5K0.06%+1,15013F-HRTimeline
Coastline Trust Co1,470$73.9K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tortoise Investment Management, LLC1,385$69.6K0.01%+85013F-HRTimeline
Washington Trust Advisors, Inc.1,368$68.8K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,345$67.6K0.01%13F-HRTimelineGroup
Cape Investment Advisory, Inc.1,306$65.7K0.02%-1,70113F-HRTimeline
MONTAG A & ASSOCIATES INC1,301$65.4K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,287$64.7K<0.01%+313F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,259$63.3K0.02%-14713F-HRTimeline
Murphy & Mullick Capital Management Corp1,247$62.4K0.05%013F-HRTimeline
Medallion Wealth Advisors, LLC1,195$59.5K0.02%+113F-HRTimeline
VESTOR CAPITAL, LLC1,473$53K<0.01%+39613F-HRTimeline
Transce3nd, LLC1,037$52.1K0.02%013F-HRTimeline
Versant Capital Management, Inc1,000$50.3K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC965$48.5K0.02%-11613F-HRTimeline
HFM Investment Advisors, LLC953$47.9K0.02%-8813F-HRTimeline
ORG Partners LLC844$42K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.783$39.4K<0.01%+34213F-HRTimelineGroup
IFP Advisors, Inc741$37.3K<0.01%-1,36913F-HRTimeline
MOTCO720$36K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC696$35K<0.01%+213F-HRTimeline
Rossby Financial, LCC682$34.3K0.01%-3213F-HRTimeline
TFC Financial Management, Inc.671$33.7K<0.01%new13F-HRTimeline
First Pacific Financial655$32.9K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC619$31.1K0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.599$30.1K0.02%+57413F-HRTimeline
10Elms LLP594$29.9K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.585$29.4K0.02%+28713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.547$27.5K<0.01%+9513F-HRTimelineGroup
Tidemark, LLC535$26.9K0.01%-4913F-HRTimeline
Global Trust Asset Management, LLC505$25.4K0.01%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC500$25.1K0.03%013F-HRTimeline
Financial Freedom, LLC492$24.7K0.01%+113F-HRTimeline
ROGCO, LP482$24.2K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC481$24.2K0.01%new13F-HRTimeline
McIlrath & Eck, LLC473$23.8K<0.01%013F-HRTimeline
Northwest Capital Management Inc443$22.3K0.01%-2,87013F-HRTimeline
Investors Research Corp435$21.9K<0.01%-4413F-HRTimeline
Whipplewood Advisors, LLC413$20.8K0.01%-26,69813F-HRTimeline
Millstone Evans Group, LLC406$20.4K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…375$18.9K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC300$15.1K<0.01%013F-HRTimeline
Blume Capital Management, Inc.300$15.1K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC291$14.6K<0.01%new13F-HRTimelineGroup
Delos Wealth Advisors, LLC289$14.5K0.01%new13F-HRTimeline
Kiker Wealth Management, LLC289$14.5K0.01%new13F-HRTimeline
Sound Income Strategies, LLC289$14.5K<0.01%-42413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.265$13K<0.01%+25213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group253$12.7K<0.01%+25213F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…251$12.6K<0.01%-1,25513F-HRTimelineGroup
WOLFF WIESE MAGANA LLC246$12.4K0.01%013F-HRTimeline
CGC Financial Services, LLC246$12.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC223$11.2K<0.01%+113F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC215$10.8K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.206$10.4K<0.01%13F-HRTimeline
Financial Connections Group, Inc.195$9K<0.01%013F-HRTimeline
TSFG, LLC186$9K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC164$8.24K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC149$7.49K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp141$7.09K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC134$6.74K<0.01%013F-HR/ATimeline
CVA Family Office, LLC119$5.98K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC117$5.89K<0.01%-14513F-HRTimeline
Fortis Group Advisors, LLC117$5.88K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.108$5.38K<0.01%013F-HRTimeline
GAMMA Investing LLC100$5.03K<0.01%-9113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.98$4.88K<0.01%-113F-HRTimeline
Federation des caisses Desjardins du Qu…96$4.83K<0.01%013F-HRTimeline
Silicon Valley Capital Partners95$4.78K<0.01%new13F-HRTimeline
Security National Bank86$4.32K<0.01%-813F-HRTimeline
SOFI WEALTH, LLC70$3.54K<0.01%-1313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…62$3.11K<0.01%-313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO54$2.71K<0.01%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP52$2.61K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC49$2.46K<0.01%new13F-HRTimeline