VTIP — VANGUARD MALVERN FDS

Ownership history in ADVOCATE GROUP LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which ADVOCATE GROUP LLC 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
1.47% (2025 Q4)
Avg. % of fund
1.35%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 183,481 +20,139 +12.3% 1.47% $9.1M $49.46
2025 Q3 ADDED 163,342 +19,037 +13.2% 1.36% $8.3M $49.27
2025 Q2 ADDED 144,305 +3,410 +2.4% 1.30% $7.3M $48.51
2025 Q1 INITIATED 140,895 — — 1.28% $7.0M $48.06
% 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% Adventist Health System/ West 3Y 6.37% Nova R Wealth, Inc. 3Y 6.12% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 6.1%
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