VTIP — VANGUARD MALVERN FDS

Ownership history in Fiduciary Planning LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Fiduciary 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
9.57% (2023 Q4)
Avg. % of fund
6.04%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 502,499 +6,300 +1.3% 7.54% $24.9M $49.46
2025 Q3 REDUCED 496,199 -5,774 -1.2% 7.68% $25.1M $49.27
2025 Q2 REDUCED 501,973 -62,826 -11.1% 8.35% $25.2M $48.51
2025 Q1 ADDED 564,799 +12,922 +2.3% 9.29% $28.2M $48.06
9 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% 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% Guild Investment Management, Inc. 3Y 7Y 6.04%
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