VTIP — VANGUARD MALVERN FDS

Ownership history in Efficient Advisors, LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which Efficient Advisors, 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
2.79% (2022 Q3)
Avg. % of fund
2.02%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 713,174 +20,070 +2.9% 2.06% $35.3M $49.46
2025 Q3 ADDED 693,104 +57,906 +9.1% 1.98% $35.1M $49.27
2025 Q2 REDUCED 635,198 -13,519 -2.1% 1.90% $31.9M $48.51
2025 Q1 REDUCED 648,717 -2,019 -0.3% 1.96% $32.4M $48.06
22 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% 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%
← Back to Efficient Advisors, LLC Holdings