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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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,564,323$926M0.07%-2,527,29913F-HRTimelineGroup
LPL Financial LLC14,856,970$741M0.29%+13,187,46313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,713,687$435M0.56%+71,55013F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding6,310,455$315M+701,664Timeline
Wealthspire Advisors, LLC6,124,360$306M1.83%+3,374,03313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,118,697$305M0.06%-1,020,35613F-HR/ATimelineGroup
Valmark Advisers, Inc.5,999,869$299M4.52%+195,25213F-HRTimeline
FMR LLCin group FMR LLC5,478,659$273M0.02%-309,25713F-HRTimelineGroup
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV4,247,177$212M6.08%+166,87813F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY4,147,701$207M0.01%+623,99613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…3,877,740$193M4.99%+148,64513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,562,599$178M0.02%+166,04213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,682,336$134M1.13%+527,32913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,406,700$120M+297,479Timeline
HighTower Advisors, LLC2,394,624$119M0.16%+739,59913F-HRTimeline
Betterment LLC2,015,442$101M0.24%-499,16813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,973,566$98.5M0.02%+122,82813F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co1,869,498$93.3M2.93%+62613F-HRTimeline
Beacon Capital Management, Inc.1,776,997$88.7M4.42%+619,77113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC1,759,500$87.8M0.13%+1,070,84713F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC1,517,059$75.8M16.95%+32,28713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC1,482,650$74M15.29%+448,35513F-HRTimeline
Klingman & Associates, LLC1,408,916$70.3M4.3%+102,15213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,243,664$62.1M0.01%-62,20013F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP976,070$48.7M0.08%-335,47113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp972,552$48.5M0.01%+527,11913F-HRTimelineGroup
Adventist Health System/ West966,530$48.2M7.61%013F-HRTimeline
UBS Group AGin group UBS Group AG957,865$47.8M0.01%-65,77413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…945,408$47.2M0.04%+84,33513F-HRTimelineGroup
EVOKE WEALTH, LLC932,697$46.5M1.21%+115,44513F-HRTimeline
True Link Financial Advisors, LLC908,541$45.3M3.38%+111,94113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding872,037$43.5M+294,742Timeline
CW Advisors, LLC870,067$43.4M0.52%+14,84913F-HRTimeline
Beaird Harris Wealth Management, LLC861,176$43M3.65%+18,16013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC798,543$39.8M0.11%+32,39113F-HRTimelineGroup
Bleakley Financial Group, LLC783,812$39.1M1.26%+32,42413F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…748,222$37.3M0.38%-262,50713F-HRTimelineGroup
Strategic Financial Services, Inc.748,143$37.3M2.19%+38,81113F-HRTimeline
Cetera Investment Advisers745,643$37.2M0.07%+3,69413F-HRTimeline
Wealthfront Advisers LLC718,116$35.8M0.1%-39,64813F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.698,819$35M0.35%-64,13513F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding660,133$32.9M-41,160Timeline
Efficient Advisors, LLC647,679$32.3M2.1%-3,05713F-HR/ATimeline
MOLLER WEALTH PARTNERS639,687$31.9M7.89%+36,48913F-HRTimeline
Marotta Asset Management647,044$31.9M6.26%+7,65913F-HRTimeline
Garde Capital, Inc.634,768$31.7M1.81%new13F-HRTimeline
Empowered Funds, LLC628,930$31.3M0.45%new13F-HRTimeline
Rappaport Reiches Capital Management, L…574,887$28.7M7.17%+17,97213F-HRTimeline
Schorn Wealth LLC564,799$28.2M9.29%+12,92213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC561,808$28M0.06%+8,31213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC529,054$26.4M0.01%+6,94513F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…506,506$25.2M5.42%+13,98313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA501,396$25M0.01%+9,22913F-HR/ATimelineGroup
Almanack Investment Partners, LLC.497,537$24.8M4.92%+419,63113F-HRTimeline
Apella Capital, LLC469,607$23.4M0.8%-15,50513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.449,969$22.5M0.05%+95,97813F-HRTimelineGroup
FINANCIAL CONSULATE, INC448,168$22.4M5.65%+13,27513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC417,314$20.8M4.15%+62,31413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC410,958$20.5M0.01%-24,48513F-HRTimelineGroup
DEFINE FINANCIAL, LLC410,764$20.4M15.51%+27,26013F-HRTimeline
Whelan Financial407,527$20.3M7.91%new13F-HRTimeline
ProVise Management Group, LLC398,465$19.9M1.69%-6,61113F-HRTimeline
ALTFEST L J & CO INC394,632$19.7M2.47%new13F-HRTimeline
Arlington Financial Advisors, LLC388,776$19.4M3.41%+368,46513F-HRTimeline
Brickley Wealth Management384,857$19.2M3.98%+4,84713F-HRTimeline
Atria Wealth Solutions, Inc.382,937$19.1M0.23%+45,15913F-HRTimeline
Money Design Co.,Ltd.375,169$18.7M0.93%+75,28713F-HRTimeline
Creative Planningin group Creative Planning370,224$18.5M0.02%-2,40913F-HRTimelineGroup
Portland Global Advisors LLC369,924$18.5M2.33%+5,55113F-HRTimeline
Woodward Financial Advisors, Inc.366,954$18.3M8.68%+10,23913F-HRTimeline
Fairway Wealth LLC1,064,618$18.2M6.73%-45,61513F-HRTimeline
NKCFO LLC361,700$18M8.4%+175,20013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding360,326$18M-21,100Timeline
BENNINGFIELD FINANCIAL ADVISORS, LLC358,581$17.9M17.19%+12,31513F-HRTimeline
AMG National Trust Bank345,638$17.2M0.48%+54,40213F-HRTimeline
Sellwood Investment Partners LLC343,742$17.2M8.95%+11,62113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP339,958$17M0.02%+5,30613F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…333,386$16.6M0.53%-1,21913F-HRTimelineGroup
SILVER OAK WEALTH ADVISORS SERVICES, LLC320,889$16M14.28%-33,18913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC317,210$15.8M2.46%-51,43213F-HRTimeline
TRUST CO OF VERMONT316,059$15.8M0.79%+40,81013F-HRTimeline
VAN STRUM & TOWNE INC.313,136$15.6M5.25%-922,604,05913F-HRTimeline
Emprise Bank311,252$15.5M8.31%+74,64613F-HRTimeline
Addison Advisors LLC298,745$14.9M4.07%+42,67813F-HRTimeline
Chemistry Wealth Management LLC283,576$14.2M3.29%+18,70513F-HRTimeline
Lifeworks Advisors, LLC281,118$14M2.33%+48,01313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.277,709$13.9M0.13%+100,77213F-HRTimelineGroup
Burton Enright Welch276,909$13.8M2.81%+13,65613F-HRTimeline
Private Wealth Asset Management, LLC275,416$13.7M1.98%13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC270,485$13.5M1.79%+10,96813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC268,622$13.4M0.02%-2,62513F-HRTimeline
Richmond Brothers, Inc.266,434$13.3M8.4%+169,88113F-HRTimeline
Deane Retirement Strategies, Inc.264,132$13.2M6.28%+8,10913F-HRTimeline
Baron Financial Group, LLC262,175$13.1M8.23%-71513F-HRTimeline
ATMOS ADVISORY, LLC256,705$12.8M8.6%+20,25713F-HRTimeline
LPWM LLC256,453$12.8M4.12%+7,26613F-HRTimeline
SWAN Capital LLC255,996$12.8M5.9%-19,97913F-HRTimeline
Carnegie Investment Counsel254,689$12.7M0.3%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC245,440$12.2M0.01%+230,71613F-HRTimelineGroup
Perigon Wealth Management, LLC235,753$11.8M0.3%+79,78613F-HRTimeline
Cornerstone National Bank & Trust Co234,945$11.7M5.24%+128,07813F-HRTimeline
Cresset Asset Management, LLC230,322$11.5M0.06%+77,34413F-HRTimeline
Cambridge Investment Research Advisors,…228,978$11.4M0.04%+5,75713F-HRTimeline
BOSTON FAMILY OFFICE LLC227,845$11.4M0.8%+12,72613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …224,558$11.2M0.01%+16,90313F-HRTimelineGroup
Frisco Financial Planning LLC222,683$11.1M10.77%+5,30813F-HRTimeline
MAYPORT, LLC217,483$10.9M2.99%+20,15313F-HRTimeline
Mariner, LLCin group Mariner, LLC213,750$10.7M0.02%-14,24013F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC212,181$10.6M1.43%-18,73013F-HRTimeline
ROBERTS GLORE & CO INC /IL/211,606$10.6M3.22%+1,11513F-HRTimeline
FIDELIS iM, LLC206,959$10.3M4.78%+98,13113F-HRTimeline
Twelve Points Wealth Management LLC205,748$10.3M2.79%+14,03213F-HRTimeline
Roble, Belko & Company, Inc205,089$10.2M1.63%+6,54113F-HRTimeline
Allworth Financial LP204,407$10.2M0.06%+19,10513F-HRTimeline
Advisory Services Network, LLC194,790$9.72M0.19%-2,80113F-HRTimeline
Sequoia Financial Advisors, LLC194,388$9.7M0.07%-60,45413F-HRTimeline
Geneos Wealth Management Inc.193,569$9.66M0.14%+175,76413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC189,739$9.47M0.17%+106,45113F-HRTimeline
MML INVESTORS SERVICES, LLC186,093$9.29M0.03%+15,47513F-HRTimeline
Integrated Wealth Concepts LLC185,811$9.27M0.11%+180,94813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP185,773$9.27M0.01%-12,02213F-HRTimelineGroup
Secure Asset Management, LLC184,242$9.19M1.86%+19,13313F-HRTimeline
TrueWealth Financial Partners184,155$9.19M5.55%-46913F-HRTimeline
MGO ONE SEVEN LLC183,303$9.15M0.36%-3,17613F-HRTimeline
Colorado Capital Management, Inc.179,519$8.96M4.17%+7,06913F-HRTimeline
Aurelius Family Office LLC178,621$8.91M4.52%-6013F-HRTimeline
Glenview Trust Co178,455$8.9M0.17%+104,74713F-HR/ATimeline
Family CFO Inc174,937$8.73M4.79%+8,93613F-HRTimeline
Kondo Wealth Advisors, Inc.173,828$8.67M4.28%+12,96013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC172,277$8.6M3.15%+4,04513F-HRTimeline
North Star Investment Management Corp.170,461$8.51M0.62%-2,70513F-HRTimeline
Whitegate Investment Counselors, Inc.168,999$8.43M2.99%-4,06613F-HRTimeline
SJS Investment Consulting Inc.162,814$8.12M1.39%+18,96613F-HRTimeline
Sovereign Financial Group, Inc.161,122$8.04M1.85%+19,88313F-HRTimeline
Cloud Capital Management, LLC160,879$8.03M5.7%13F-HRTimeline
Cherry Tree Wealth Management, LLC158,441$7.91M1.91%+2,78213F-HRTimeline
ShankerValleau Wealth Advisors, Inc.156,274$7.8M2.53%+2,00213F-HRTimeline
Nova R Wealth, Inc.155,080$7.74M3.83%+9,12613F-HRTimeline
Clarity Capital Advisors, LLC154,387$7.7M5.06%-1,17213F-HRTimeline
Gradient Capital Advisors, LLC151,012$7.54M2.46%-1,59413F-HRTimeline
Graves Light Lenhart Wealth, Inc.148,725$7.42M0.91%+5,10413F-HRTimeline
North Ridge Wealth Advisors, Inc.146,489$7.31M4.88%+6,14613F-HRTimeline
ADVOCATE GROUP LLC140,895$7.03M1.28%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…138,258$6.9M0.01%+39,41913F-HRTimeline
SCOTIA CAPITAL INC.134,627$6.72M0.04%+39,76313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…134,600$6.71M0.03%-20,20013F-HRTimelineGroup
Fort Vancouver Investment Management, L…134,052$6.69M5.13%+6,22113F-HRTimeline
Magnus Financial Group LLC133,036$6.64M0.64%-8,18013F-HRTimeline
Steward Partners Investment Advisory, L…132,581$6.62M0.06%+45913F-HRTimeline
Foundation Wealth Management, LLC\PA132,090$6.59M3.14%-7,86713F-HRTimeline
GC Wealth Management RIA, LLC130,933$6.53M1.2%-2,63113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.130,387$6.51M0.07%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers128,587$6.42M0.01%+4,41413F-HRTimelineGroup
CONNABLE OFFICE INC124,262$6.2M0.66%+25213F-HRTimeline
Mullaney, Keating & Wright, Inc.121,201$6.05M4.07%-3,32013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/120,392$6.01M1.24%+6,57213F-HRTimeline
Peirce Capital Management, LLC120,263$6M2.97%-9,16513F-HRTimeline
Tilson Financial Group, Inc.116,846$5.83M2.31%+2,24113F-HRTimeline
FAMILY WEALTH PARTNERS, LLC115,974$5.79M2.64%+7,43413F-HRTimeline
Sepio Capital, LP114,217$5.7M0.45%+9,75613F-HRTimeline
White Lighthouse Investment Management …112,771$5.63M1%-1,73213F-HRTimeline
Essential Planning, LLC.112,121$5.59M2.25%-6,714,86313F-HRTimeline
Ethos Financial Group, LLC114,764$5.56M0.53%+3,14513F-HRTimeline
Rehmann Capital Advisory Group109,743$5.48M0.34%-5,15413F-HRTimeline
AVALON CAPITAL MANAGEMENT109,504$5.46M1.59%new13F-HRTimeline
Trust Co105,814$5.28M0.63%+103,33713F-HRTimeline
Timber Creek Capital Management LLC105,791$5.28M1.41%-17,69613F-HRTimeline
Brady Martz Wealth Solutions, LLC105,404$5.26M1.19%+53,05313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC104,855$5.23M0.4%-12,22313F-HRTimeline
Meritas Wealth Management, LLC104,720$5.23M3.06%+4,73913F-HRTimeline
POINCIANA ADVISORS GROUP, LLC102,652$5.12M5.31%+5,15913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD102,200$5.1M3.07%+17,50413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS101,107$5.05M<0.01%+80,76813F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co100,982$5.04M0.07%-6,12413F-HRTimelineGroup
TME FINANCIAL, INC.100,900$5.03M4.38%-20,14813F-HRTimeline
Austin Asset Management Co Inc99,521$4.97M1.03%-9513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK99,451$4.96M0.72%-25,79713F-HR/ATimelineGroup
Lutz Financial Services LLC98,113$4.9M0.4%-7,22213F-HRTimeline
Certified Advisory Corp98,060$4.89M0.55%-76413F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC97,489$4.87M0.08%+5,20313F-HRTimeline
WEST PACES ADVISORS INC.97,106$4.85M1.1%+1,74513F-HRTimeline
Breakwater Capital Group95,688$4.77M0.85%+9,35813F-HRTimeline
NewEdge Advisors, LLC94,471$4.71M0.03%+3,79113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management93,277$4.65M0.15%+4,92013F-HRTimelineGroup
AMES NATIONAL CORPin group AMES NATIONAL CORP92,705$4.63M3.1%+3,85013F-HRTimelineGroup
Fulton Bank, N.A.92,375$4.61M0.19%+6,16913F-HRTimeline
Semmax Financial Advisors Inc.91,262$4.56M1.24%-3,98813F-HRTimeline
Compton Financial Group, LLC90,203$4.5M1.3%-679,68913F-HRTimeline
Greenbush Financial Group, LLC89,986$4.49M2.23%+2,10813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV89,276$4.45M0.01%-30,43913F-HRTimeline
Shotwell Rutter Baer Inc89,172$4.45M3.93%+1,32713F-HRTimeline
Private Advisor Group, LLC88,916$4.44M0.03%-24,21313F-HRTimeline
Schechter Investment Advisors, LLC87,791$4.38M0.36%+2,04413F-HRTimeline
Friday Financial87,690$4.36M2.61%+14,04313F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA85,642$4.27M0.82%+4,03513F-HRTimeline
Arkadios Wealth Advisors85,121$4.25M0.16%+74,47813F-HRTimeline
FIRST AMERICAN TRUST, FSB82,701$4.13M0.38%-5,07813F-HRTimeline
WEBSTER BANK, N. A.81,832$4.08M0.45%+5,53113F-HRTimeline
Passive Capital Management, LLC.81,492$4.07M1.29%+15513F-HRTimeline
CARDIFF PARK ADVISORS, LLC79,563$3.97M0.38%-6,27813F-HRTimeline