VTIP — VANGUARD MALVERN FDS

Ownership history in ELEVATE WEALTH ADVISORY, INC  ·  9 quarters on record

This page tracks every 13F SEC filing in which ELEVATE WEALTH ADVISORY, INC 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
2.17% (2023 Q4)
Avg. % of fund
1.64%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 44,116 +4,637 +11.7% 1.49% $2.2M $49.46
2025 Q3 ADDED 39,479 +334 +0.9% 1.45% $2.0M $49.27
2025 Q2 REDUCED 39,145 -4,665 -10.6% 1.40% $2.0M $48.51
2025 Q1 ADDED 43,810 +371 +0.9% 1.55% $2.2M $48.06
5 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%
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