VTIP — VANGUARD MALVERN FDS

Ownership history in Adventist Health System/ West  ·  24 quarters on record

This page tracks every 13F SEC filing in which Adventist Health System/ West reported a position in VANGUARD MALVERN FDS (VTIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.95% (2022 Q3)
Avg. % of fund
7.52%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 766,010 — 0% 6.37% $37.9M $49.46
2025 Q3 UNCHANGED 766,010 — 0% 6.32% $38.8M $49.27
2025 Q2 REDUCED 766,010 -200,520 -20.7% 5.72% $38.5M $48.51
2025 Q1 UNCHANGED 966,530 — 0% 7.61% $48.2M $48.06
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTIP price (monthly, adj. close)

Other funds also holding VTIP

As of 2025 Q4 — sorted by position size

STUDIO INVESTMENT MANAGEMENT LLC 3Y 16.46% SATOVSKY ASSET MANAGEMENT LLC 3Y 15.87% ATMOS ADVISORY, LLC 3Y 8.09% Fiduciary Planning LLC 3Y 7.54% MOLLER WEALTH PARTNERS 3Y 7Y 7.35% Baron Financial Group, LLC 3Y 6.8% Whelan Financial 3Y 6.7% Nova R Wealth, Inc. 3Y 6.12% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 6.1% Guild Investment Management, Inc. 3Y 7Y 6.04%
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