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Disclosery

VTIP VANGUARD MALVERN FDS

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SHS (fund)

Filings received so far for Q3 2026: 41 13F filers report a position in VTIP shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Marotta Asset Management659,236$32.4M5.51%-7,93113F-HRTimeline
Graves Light Lenhart Wealth, Inc.540,037$26.6M2.49%+358,03913F-HRTimeline
Deane Retirement Strategies, Inc.488,731$24.1M9.85%-7,22713F-HRTimeline
Farther Finance Advisors, LLC388,184$19.1M0.14%+23,11213F-HRTimeline
Emprise Bank356,639$17.6M6.71%-3,48313F-HRTimeline
Apella Capital, LLC343,369$16.6M0.21%-19,50413F-HRTimeline
ATMOS ADVISORY, LLC316,500$15.6M8.29%+2,62613F-HRTimeline
Baron Financial Group, LLC280,745$13.8M6.73%+7,36013F-HRTimeline
Trust Co227,773$11.2M0.98%+29,41613F-HRTimeline
Frisco Financial Planning LLC226,261$11.1M8.67%+6,04313F-HRTimeline
Friday Financial185,693$8.99M1.78%+35,77013F-HRTimeline
Factor Wealth Management LTD165,473$8.14M1.25%-39,65813F-HRTimeline
Breakwater Capital Group148,807$7.32M0.87%+5,47813F-HRTimeline
CogentBlue Wealth Advisors, LLC79,100$3.89M3.62%+3,07713F-HRTimeline
Boston Standard Wealth Management, LLC68,070$3.35M0.48%+6,08413F-HRTimeline
Veery Capital, LLC61,020$3M0.8%+5,79213F-HRTimeline
Conrad Siegel Investment Advisors, Inc.57,324$2.82M0.46%+1,88413F-HRTimeline
Wedmont Private Capital57,550$2.79M0.07%+50,98513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC53,816$2.65M0.71%+60613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC43,406$2.14M0.51%+2,51013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.35,379$1.74M0.8%-22013F-HR/ATimeline
Legacy Wealth Asset Management, LLC30,763$1.51M0.33%new13F-HRTimeline
FC Advisory LLC29,880$1.47M0.39%+8,36013F-HRTimeline
BRIGHTON SECURITIES CORP.29,762$1.46M0.61%+1,16113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC26,472$1.3M0.26%+3,32513F-HRTimeline
Successful Portfolios LLC23,627$1.14M0.53%+38513F-HRTimeline
First Heartland Consultants, Inc.22,047$1.08M0.07%+40413F-HRTimeline
CoreCap Advisors, LLC21,086$1.04M0.03%+2,57413F-HRTimeline
Hardin Capital Partners, LLC12,154$598K0.29%+1713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC9,929$489K0.03%-1,445,49313F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,236$356K0.01%-2,54013F-HRTimeline
Towneley Capital Management, Inc / DE5,252$259K0.05%+3713F-HRTimeline
KWMG, LLC5,155$254K0.02%013F-HRTimeline
Coastline Trust Co1,310$64.5K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc1,000$49.2K<0.01%013F-HRTimeline
Investors Research Corp567$27.9K<0.01%013F-HRTimeline
GAMMA Investing LLC314$15.5K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC149$7.33K<0.01%013F-HRTimeline
Bangor Savings Bank132$6.5K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP77$3.79K<0.01%013F-HRTimelineGroup
Bank of New Hampshire45$2.21K<0.01%013F-HRTimeline