Adventist Health System/ West VTIP — VANGUARD MALVERN FDS

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

AI Ownership Summary

Adventist Health System/ West reported VANGUARD MALVERN FDS (VTIP) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.89% in 2023 Q4. The latest visible filing shows VTIP at 6.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Adventist Health System/ West's position in VANGUARD MALVERN FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VTIP was reported at 6.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.89% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTIP stock page Adventist Health System/ West fund profile Adventist Health System/ West full holdings
How Adventist Health System/ West held VTIP — position size vs. price
% of Fund (quarterly)    VTIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 766,010 — 0% 6.37% $37.9M 2026-02-14 (Est.) $49.75
2025 Q3 UNCHANGED — — — 766,010 — 0% 6.32% $38.8M 2025-10-21 $49.46
2025 Q2 REDUCED 20.7% +1.6% ❌ 766,010 -200,520 -20.7% 5.72% $38.5M 2025-08-14 $48.94
2025 Q1 UNCHANGED — — — 966,530 — 0% 7.61% $48.2M 2025-05-09 $48.24
2024 Q4 UNCHANGED — — — 966,530 — 0% 7.24% $46.8M 2025-02-12 $47.06
2024 Q3 UNCHANGED — — — 966,530 — 0% 7.33% $47.7M 2024-11-13 $46.45
2024 Q2 UNCHANGED — — — 966,530 — 0% 7.62% $46.9M 2024-08-13 $46.09
2024 Q1 UNCHANGED — — — 966,530 — 0% 8.32% $46.3M 2024-05-10 $45.06
2023 Q4 UNCHANGED — — — 966,530 — 0% 8.89% $45.9M 2024-02-12 $44.50
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTIP

As of 2026 Q1 — sorted by position size

DEFINE FINANCIAL, LLC 15.35% Guild Investment Management, Inc. 3Y 7Y 11.85% Cornerstone National Bank & Trust Co 11.4% ATMOS ADVISORY, LLC 3Y 8.73% Sellwood Investment Partners LLC 7.79% MOLLER WEALTH PARTNERS 3Y 7Y 7.73% Deane Retirement Strategies, Inc. 3Y 7Y 7.7% Baron Financial Group, LLC 3Y 7.11% Emprise Bank 6.98% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 6.2%

FAQ About Adventist Health System/ West and VTIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Adventist Health System/ West reported owning VTIP?

Adventist Health System/ West reported VTIP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTIP position in Adventist Health System/ West's portfolio?

The largest reported portfolio weight for VTIP was 8.89% in 2023 Q4.

What is the latest reported VTIP position on this page?

The most recent filing on this page is 2025 Q4, when Adventist Health System/ West reported 766,010 shares, equal to 6.37% of portfolio, with an estimated market value of $37.9M.

What does the chart on this VTIP ownership page compare?

The chart compares Adventist Health System/ West's quarterly VTIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Adventist Health System/ West time their VTIP position?

Based on 13F filing dates vs. subsequent VTIP price moves, Adventist Health System/ West correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on VTIP relative to SPY over the holding period was -10.7%.

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