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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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO21,091,622$1.02B0.08%+1,806,09813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,642,137$418M0.54%+359,32913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,139,053$346M0.07%-2,494,96313F-HRTimelineGroup
Essential Planning, LLC.6,826,984$334M2.17%+6,721,53313F-HRTimeline
Valmark Advisers, Inc.5,804,617$281M4.36%+50,04013F-HRTimeline
FMR LLCin group FMR LLC5,787,916$280M0.02%-477,92013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding5,608,791$272M+990,987Timeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV4,080,299$198M6.32%-215,58913F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,729,095$181M4.91%+183,41913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,523,705$171M0.01%+12,17713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,396,557$164M0.02%-31,64513F-HRTimelineGroup
Wealthspire Advisors, LLC2,750,327$133M1.32%+737,80513F-HRTimeline
Betterment LLC2,514,610$122M0.29%-291,04613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,155,007$104M0.82%+509,23713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,109,221$102M-139,324Timeline
Alesco Advisors, LLC, An ESL Co1,868,872$90.5M2.84%+44,40113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,850,738$89.6M0.02%+75,62113F-HRTimelineGroup
LPL Financial LLC1,669,507$80.8M0.03%+236,23913F-HRTimeline
HighTower Advisors, LLC1,655,025$80.1M0.11%+100,97813F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC1,484,772$72M16.47%+19,71213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,311,541$63.5M0.11%-14,67013F-HRTimelineGroup
Klingman & Associates, LLC1,306,764$63.3M3.89%+163,90413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,305,864$63.2M0.01%-50,20513F-HRTimelineGroup
Beacon Capital Management, Inc.1,157,226$56M2.43%+303,34213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC1,034,295$50.1M10.65%+175,20413F-HRTimeline
UBS Group AGin group UBS Group AG1,023,639$49.6M0.01%-78,11213F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…1,010,729$48.9M0.48%+537,90213F-HRTimelineGroup
Adventist Health System/ West966,530$46.8M7.24%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…861,073$41.7M0.04%-93,60213F-HRTimelineGroup
CW Advisors, LLC855,218$41.4M0.57%+17,86113F-HRTimeline
Beaird Harris Wealth Management, LLC843,016$40.8M3.52%+13,14513F-HRTimeline
EVOKE WEALTH, LLC817,252$39.6M1.1%+381,69013F-HRTimeline
True Link Financial Advisors, LLC796,600$38.6M3.24%+30,48913F-HRTimeline
Compton Financial Group, LLC769,892$37.3M11.08%+36,72213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.762,954$37.2M0.39%+604,95813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC766,152$37.1M0.1%+29,81613F-HRTimelineGroup
Wealthfront Advisers LLC757,764$36.7M0.11%+250,41313F-HR/ATimeline
Bleakley Financial Group, LLC751,388$36.4M1.1%-3,61113F-HRTimeline
Cetera Investment Advisers741,949$35.9M0.08%+18,81413F-HRTimeline
Strategic Financial Services, Inc.709,332$34.3M2.05%new13F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding701,293$33.9M+35,469Timeline
RENAISSANCE TECHNOLOGIES LLC688,653$33.3M0.05%-149,13513F-HRTimeline
Efficient Advisors, LLC650,736$31.5M2.03%+15,93013F-HRTimeline
Marotta Asset Management639,385$31M6.48%-7,65913F-HRTimeline
MOLLER WEALTH PARTNERS603,198$29.2M7.68%+20,51313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding577,295$28M+157,621Timeline
Rappaport Reiches Capital Management, L…556,915$27M6.96%+31,98613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC553,496$26.8M0.06%-59,28513F-HRTimelineGroup
Schorn Wealth LLC551,877$26.7M8.68%+16,72413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC522,109$25.3M0.01%13F-HR/ATimelineGroup
Leonard Rickey Investment Advisors P.L.…492,523$23.8M5.49%+11,04913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA492,167$23.8M0.01%-61,10413F-HRTimelineGroup
Apella Capital, LLC485,112$23.5M0.9%+100,55713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp445,433$21.6M<0.01%-4,16313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC435,443$21.1M0.01%-30,30413F-HRTimelineGroup
FINANCIAL CONSULATE, INC434,893$21.1M5.58%+5,96913F-HRTimeline
Fairway Wealth LLC1,110,233$20.9M9.42%+37,29313F-HRTimeline
ProVise Management Group, LLC405,076$19.6M1.68%-12,87513F-HRTimeline
DEFINE FINANCIAL, LLC383,504$18.6M14.02%13F-HRTimeline
Franklin Resourcesgroup of 2 filers holding381,426$18.5M-31,631Timeline
Brickley Wealth Management380,010$18.4M3.74%+5,26913F-HRTimeline
Creative Planningin group Creative Planning372,633$18M0.02%-25,75113F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC368,642$17.8M2.64%-14,16213F-HRTimeline
Portland Global Advisors LLC364,373$17.6M2.23%+29,21713F-HRTimeline
Woodward Financial Advisors, Inc.356,715$17.3M8.55%+14,27413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC355,000$17.2M3.64%+101,66413F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC354,078$17.1M14.83%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.353,991$17.1M0.04%+18,04313F-HR/ATimelineGroup
BENNINGFIELD FINANCIAL ADVISORS, LLC346,266$16.8M16.4%13F-HRTimeline
COMERICA BANK344,372$16.7M0.07%+311,92713F-HR/ATimeline
Atria Wealth Solutions, Inc.337,778$16.4M0.18%+64,02713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP334,652$16.2M0.02%+3,39713F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…334,605$16.2M0.51%+2,91013F-HRTimelineGroup
Sellwood Investment Partners LLC332,121$16.1M8.64%13F-HRTimeline
Money Design Co.,Ltd.299,882$14.5M0.74%-13,10613F-HRTimeline
AMG National Trust Bank291,236$14.1M0.39%+30,33713F-HRTimeline
SWAN Capital LLC275,975$13.4M6.52%+51,17713F-HRTimeline
TRUST CO OF VERMONT275,249$13.3M0.65%+34,14513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC271,247$13.1M0.02%-28,14813F-HRTimeline
Chemistry Wealth Management LLC264,871$12.8M3.01%+23,64013F-HRTimeline
Burton Enright Welch263,253$12.7M2.68%+26,54213F-HRTimeline
Baron Financial Group, LLC262,890$12.7M7.89%-4,65513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC259,517$12.6M1.59%+45,60613F-HRTimeline
Addison Advisors LLC256,067$12.4M3.45%+252,60013F-HRTimeline
Deane Retirement Strategies, Inc.256,023$12.4M6.24%+4,22213F-HRTimeline
Sequoia Financial Advisors, LLC254,842$12.3M0.12%+250,67813F-HR/ATimeline
LPWM LLC249,187$12.1M3.88%+33,04613F-HRTimeline
Eagle Ridge Investment Management245,208$11.9M1.04%+7,70713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Emprise Bank236,606$11.5M6.47%+23,83313F-HRTimeline
ATMOS ADVISORY, LLC236,448$11.4M7.95%+8,23413F-HRTimeline
Lifeworks Advisors, LLC233,105$11.3M2.04%+8,41713F-HRTimeline
Modern Wealth Management, LLC233,071$11.3M0.42%new13F-HR/ATimeline
SIGNET FINANCIAL MANAGEMENT, LLC230,911$11.2M1.43%+4,74813F-HRTimeline
Mariner, LLCin group Mariner, LLC227,990$11M0.02%+18,41113F-HRTimelineGroup
Executive Wealth Management, LLC227,842$11M0.86%+6,29413F-HRTimeline
Cambridge Investment Research Advisors,…223,221$10.8M0.04%-82,23413F-HRTimeline
Frisco Financial Planning LLC217,375$10.5M10.4%13F-HRTimeline
BOSTON FAMILY OFFICE LLC215,119$10.4M0.72%+12,22613F-HRTimeline
SOFI WEALTH, LLC214,581$10.4M0.71%+18,23913F-HRTimeline
ROBERTS GLORE & CO INC /IL/210,491$10.2M3.02%+1,13413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …207,655$10.1M0.01%+15,06513F-HRTimelineGroup
Roble, Belko & Company, Inc198,548$9.61M1.53%+3,35813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP197,795$9.58M0.02%-6,14513F-HRTimelineGroup
Advisory Services Network, LLC197,591$9.57M0.18%+7,02913F-HRTimeline
MAYPORT, LLC197,330$9.55M2.82%+46,41513F-HRTimeline
Twelve Points Wealth Management LLC191,716$9.28M2.67%new13F-HRTimeline
NKCFO LLC186,500$9.03M3.97%new13F-HRTimeline
MGO ONE SEVEN LLC186,479$9.03M0.35%+11,19913F-HRTimeline
Allworth Financial LP185,302$9.01M0.05%+143,50413F-HRTimeline
TrueWealth Financial Partners184,624$8.94M5.55%-14913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC180,891$8.76M0.22%+39,05813F-HRTimeline
Capital Asset Advisory Services LLC180,797$8.76M0.43%+24,65313F-HRTimeline
Aurelius Family Office LLC178,681$8.65M4.36%13F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC177,157$8.58M4.17%+3,95413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.176,937$8.57M0.08%+9,53113F-HRTimelineGroup
North Star Investment Management Corp.173,166$8.38M0.58%-3,25213F-HRTimeline
Whitegate Investment Counselors, Inc.173,065$8.38M2.87%-54,87413F-HRTimeline
Colorado Capital Management, Inc.172,450$8.35M4.04%+6,47913F-HRTimeline
MML INVESTORS SERVICES, LLC170,618$8.26M0.03%+23,35713F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC168,232$8.15M2.95%+1,01313F-HRTimeline
Family CFO Inc166,001$8.04M4.43%-6,16513F-HRTimeline
Secure Asset Management, LLC165,109$7.99M1.21%+5,87913F-HRTimeline
Kondo Wealth Advisors, Inc.160,868$7.79M3.95%13F-HRTimeline
Perigon Wealth Management, LLC155,967$7.6M0.19%+2,80113F-HRTimeline
Cherry Tree Wealth Management, LLC155,659$7.54M1.87%-8,68513F-HRTimeline
Clarity Capital Advisors, LLC155,559$7.53M5.04%+20,31413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…154,800$7.49M0.03%+64,90013F-HRTimelineGroup
ShankerValleau Wealth Advisors, Inc.154,272$7.47M2.4%new13F-HRTimeline
Cresset Asset Management, LLC152,978$7.41M0.04%-2,58913F-HRTimeline
Gradient Capital Advisors, LLC152,606$7.39M2.38%+10,71313F-HRTimeline
Nova R Wealth, Inc.145,954$7.07M3.56%+8,76113F-HRTimeline
SJS Investment Consulting Inc.143,848$6.97M1.2%+19,94713F-HRTimeline
Graves Light Lenhart Wealth, Inc.143,621$6.95M0.86%+3,10913F-HRTimeline
Sovereign Financial Group, Inc.141,239$6.84M1.57%+6,48313F-HRTimeline
Magnus Financial Group LLC141,216$6.84M0.66%-1,32013F-HRTimeline
North Ridge Wealth Advisors, Inc.140,343$6.8M4.7%+3,36913F-HRTimeline
Foundation Wealth Management, LLC\PA139,957$6.78M3.28%13F-HRTimeline
Wolf Group Capital Advisors142,425$6.75M3.27%013F-HRTimeline
GC Wealth Management RIA, LLC133,564$6.47M1.14%new13F-HRTimeline
Steward Partners Investment Advisory, L…132,122$6.4M0.06%+3,77013F-HRTimeline
Peirce Capital Management, LLC129,428$6.27M3.22%+4,94813F-HRTimeline
Fort Vancouver Investment Management, L…127,831$6.19M5.25%+1,09713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK125,248$6.06M0.2%-20,50713F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.124,521$6.03M4.07%-2,51113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers124,173$6.01M0.01%-9,27613F-HRTimelineGroup
CONNABLE OFFICE INC124,010$6M0.62%-4,48613F-HRTimeline
Timber Creek Capital Management LLC123,487$5.98M1.73%+8513F-HRTimeline
TME FINANCIAL, INC.121,048$5.97M5.58%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV119,715$5.8M0.01%-17,70913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC117,078$5.67M0.45%+3,77213F-HRTimeline
Rehmann Capital Advisory Group114,897$5.56M0.35%-1,68613F-HRTimeline
Tilson Financial Group, Inc.114,605$5.55M2.26%-86,45113F-HRTimeline
White Lighthouse Investment Management …114,503$5.54M0.97%+10,56713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/113,820$5.51M1.16%-3,82413F-HRTimeline
Private Advisor Group, LLC113,129$5.48M0.03%+1,81413F-HRTimeline
Ethos Financial Group, LLC111,619$5.4M0.7%+5,28613F-HRTimeline
FIDELIS iM, LLC108,828$5.27M2.59%+2,56713F-HRTimeline
FAMILY WEALTH PARTNERS, LLC108,540$5.26M2.5%+14,41313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co107,106$5.19M0.07%-4,22213F-HRTimelineGroup
Cornerstone National Bank & Trust Co106,867$5.17M2.38%+18,33813F-HRTimeline
Lutz Financial Services LLC105,335$5.1M0.41%+50813F-HRTimeline
Florin Court Capital LLP104,900$5.08M5.27%+8,50013F-HRTimeline
Sepio Capital, LP104,461$5.06M0.4%-1,80213F-HRTimeline
Meritas Wealth Management, LLC99,981$4.84M2.91%+3,64713F-HRTimeline
Austin Asset Management Co Inc99,616$4.82M0.96%-5,99013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…98,839$4.79M0.01%-8,61713F-HR/ATimeline
Certified Advisory Corp98,824$4.79M0.52%-2,84913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding97,510$4.72M-416,497Timeline
POINCIANA ADVISORS GROUP, LLC97,493$4.72M4.79%13F-HRTimeline
Richmond Brothers, Inc.96,553$4.68M3%+25,79213F-HRTimeline
Semmax Financial Advisors Inc.95,250$4.67M1.24%new13F-HRTimeline
WEST PACES ADVISORS INC.95,361$4.62M1.13%+1,71013F-HRTimeline
SCOTIA CAPITAL INC.94,864$4.59M0.02%+59,23213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC93,242$4.51M0.03%-5,73013F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC92,286$4.47M0.07%+6,65313F-HRTimeline
NewEdge Advisors, LLC90,680$4.39M0.03%+31,04613F-HRTimeline
Asset Allocation Strategies LLC89,519$4.38M1.05%-34,07613F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP88,855$4.3M2.9%13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management88,357$4.28M0.13%+6,12113F-HRTimelineGroup
Shotwell Rutter Baer Inc87,845$4.26M3.59%+2,65713F-HRTimeline
Greenbush Financial Group, LLC87,878$4.26M2.24%13F-HRTimeline
FIRST AMERICAN TRUST, FSB87,779$4.25M0.42%+35,66813F-HRTimeline
Breakwater Capital Group86,330$4.18M0.83%+9,94113F-HRTimeline
Fulton Bank, N.A.86,206$4.17M0.16%+17,67813F-HRTimeline
CARDIFF PARK ADVISORS, LLC85,841$4.16M0.4%-31413F-HRTimeline
Schechter Investment Advisors, LLC85,747$4.15M0.32%-3,82613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD84,696$4.1M2.49%+3,73813F-HRTimeline
Tradewinds, LLC.82,833$4.06M1.13%+43,20713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …83,685$4.05M0.32%-6,01713F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC83,288$4.03M0.08%+70,69213F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA81,607$3.95M0.75%+813F-HRTimeline
Passive Capital Management, LLC.81,337$3.94M1.39%+4,10113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\80,622$3.9M0.01%-7,45713F-HRTimelineGroup
Almanack Investment Partners, LLC.77,906$3.77M0.58%+22,62313F-HRTimeline
Keystone Financial Group, Inc.77,558$3.76M3.04%13F-HRTimeline
WEBSTER BANK, N. A.76,301$3.69M0.4%+2213F-HRTimeline
CogentBlue Wealth Advisors, LLC75,508$3.66M3.22%13F-HRTimeline
Schwallier Wealth Management LLC75,507$3.66M2.78%+6,80713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC75,282$3.65M<0.01%013F-HRTimelineGroup
ANDERSON HOAGLAND & CO74,069$3.61M0.37%-4,37313F-HRTimeline