VTIP — VANGUARD MALVERN FDS

Ownership history in COMMONS CAPITAL, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which COMMONS CAPITAL, 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
0.91% (2025 Q1)
Avg. % of fund
0.74%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 18,845 +915 +5.1% 0.62% $954K $49.27
2025 Q2 REDUCED 17,930 -2,010 -10.1% 0.68% $901K $48.51
2025 Q1 INITIATED 19,940 — — 0.91% $995K $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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