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.
| 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 |
| 2024 Q4 | ADDED | 551,877 | +16,724 | +3.1% | 8.68% | $26.7M | $46.63 |
| 2024 Q3 | ADDED | 535,153 | +16,144 | +3.1% | 8.96% | $26.4M | $46.68 |
| 2024 Q2 | ADDED | 519,009 | +22,147 | +4.5% | 9.01% | $25.2M | $45.53 |
| 2024 Q1 | ADDED | 496,862 | +23,192 | +4.9% | 9.00% | $23.8M | $44.90 |
| 2023 Q4 | ADDED | 473,670 | +473,644 | +1821707.7% | 9.57% | $22.5M | $44.52 |
| 2021 Q1 | UNCHANGED | 26 | — | 0% | 0.00% | $1K | $42.05 |
As of 2025 Q4 — sorted by position size