VTIP — VANGUARD MALVERN FDS

Ownership history in Essential Planning, LLC.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Essential Planning, 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
5.16% (2022 Q4)
Avg. % of fund
2.57%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 115,356 -4,145 -3.5% 1.82% $5.7M $49.46
2025 Q3 ADDED 119,501 +4,949 +4.3% 2.08% $6.1M $49.27
2025 Q2 ADDED 114,552 +2,431 +2.2% 2.14% $5.8M $48.51
2025 Q1 REDUCED 112,121 -6,714,863 -98.4% 2.25% $5.6M $48.06
10 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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