VTIP VANGUARD MALVERN FDS

Ownership history in Brickley Wealth Management  ·  16 quarters on record

This page tracks every 13F SEC filing in which Brickley Wealth Management 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
5.18% (2022 Q3)
Avg. % of fund
4.18%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 404,963 +5,480 +1.4% 3.38% $20.0M $49.46
2025 Q3 ADDED 399,483 +15,902 +4.1% 3.53% $20.2M $49.27
2025 Q2 REDUCED 383,581 -1,276 -0.3% 3.77% $19.3M $48.51
2025 Q1 ADDED 384,857 +4,847 +1.3% 3.98% $19.2M $48.06
2024 Q4 ADDED 380,010 +5,269 +1.4% 3.74% $18.4M $46.63
2024 Q3 ADDED 374,741 +2,571 +0.7% 3.77% $18.5M $46.68
2024 Q2 ADDED 372,170 +3,784 +1.0% 3.96% $18.1M $45.53
2024 Q1 ADDED 368,386 +4,826 +1.3% 4.04% $17.6M $44.90
2023 Q4 ADDED 363,560 +8,153 +2.3% 4.17% $17.3M $44.52
2023 Q3 REDUCED 355,407 -1,883 -0.5% 4.48% $16.8M $43.42
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTIP price (monthly, adj. close)
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