VTIP — VANGUARD MALVERN FDS

Ownership history in ATMOS ADVISORY, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which ATMOS ADVISORY, 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
8.95% (2023 Q3)
Avg. % of fund
8.4%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 282,150 +12,722 +4.7% 8.09% $14.0M $49.46
2025 Q3 ADDED 269,428 +4,605 +1.7% 8.31% $13.6M $49.27
2025 Q2 ADDED 264,823 +8,118 +3.2% 8.49% $13.3M $48.51
2025 Q1 ADDED 256,705 +20,257 +8.6% 8.60% $12.8M $48.06
9 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% 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% Guild Investment Management, Inc. 3Y 7Y 6.04%
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