VTIP — VANGUARD MALVERN FDS

Ownership history in CAMBRIDGE ASSOCIATES LLC /MA/ /ADV  ·  25 quarters on record

AI Ownership Summary

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV reported VANGUARD MALVERN FDS (VTIP) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 11.04% in 2024 Q2. The latest visible filing shows VTIP at 5.26% 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 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV'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 5.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.04% in 2024 Q2

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 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV fund profile CAMBRIDGE ASSOCIATES LLC /MA/ /ADV full holdings
How CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 6,908,129 +1,950,826 +39.4% 5.26% $341.7M 2026-02-14 (Est.) $49.75
2025 Q3 ADDED 4,957,303 +146,680 +3.0% 4.59% $250.8M 2025-11-13 $49.32
2025 Q2 ADDED 4,810,623 +563,446 +13.3% 5.28% $241.8M 2025-08-14 $48.94
2025 Q1 ADDED 4,247,177 +166,878 +4.1% 6.05% $211.9M 2025-05-15 $48.08
2024 Q4 REDUCED 4,080,299 -215,589 -5.0% 6.32% $197.6M 2025-02-12 $47.06
2024 Q3 REDUCED 4,295,888 -664,171 -13.4% 7.93% $211.8M 2024-11-14 $46.41
2024 Q2 ADDED 4,960,059 +3,508,043 +241.6% 11.04% $240.8M 2024-08-14 $46.07
2024 Q1 ADDED 1,452,016 +209,757 +16.9% 3.72% $69.5M 2024-05-14 $45.09
2023 Q4 REDUCED 1,242,259 -118,383 -8.7% 3.50% $59.0M 2024-02-14 $44.47
16 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% Cornerstone National Bank & Trust Co 11.4% ATMOS ADVISORY, LLC 3Y 8.73% MOLLER WEALTH PARTNERS 3Y 7Y 7.73% Deane Retirement Strategies, Inc. 3Y 7Y 7.7% Baron Financial Group, LLC 3Y 7.11% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 6.2% Nova R Wealth, Inc. 3Y 5.83% Spartan Planning & Wealth Management 3Y 5.42% Bulwark Capital Corp 5.33%

FAQ About CAMBRIDGE ASSOCIATES LLC /MA/ /ADV and VTIP

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

How long has CAMBRIDGE ASSOCIATES LLC /MA/ /ADV reported owning VTIP?

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV reported VTIP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTIP position in CAMBRIDGE ASSOCIATES LLC /MA/ /ADV's portfolio?

The largest reported portfolio weight for VTIP was 11.04% in 2024 Q2.

What is the latest reported VTIP position on this page?

The most recent filing on this page is 2025 Q4, when CAMBRIDGE ASSOCIATES LLC /MA/ /ADV reported 6,908,129 shares, equal to 5.26% of portfolio, with an estimated market value of $341.7M.

What does the chart on this VTIP ownership page compare?

The chart compares CAMBRIDGE ASSOCIATES LLC /MA/ /ADV'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.

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