VTIP VANGUARD MALVERN FDS

Ownership history in FINANCIAL CONSULATE, INC  ·  14 quarters on record

This page tracks every 13F SEC filing in which FINANCIAL CONSULATE, 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
7.85% (2023 Q3)
Avg. % of fund
5.79%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 557,604 +64,482 +13.1% 3.77% $27.6M $49.46
2025 Q3 ADDED 493,122 +24,695 +5.3% 3.53% $25.0M $49.27
2025 Q2 ADDED 468,427 +20,259 +4.5% 4.65% $23.5M $48.51
2025 Q1 ADDED 448,168 +13,275 +3.1% 5.65% $22.4M $48.06
2024 Q4 ADDED 434,893 +5,969 +1.4% 5.58% $21.1M $46.63
2024 Q3 ADDED 428,924 +23,093 +5.7% 5.62% $21.2M $46.68
2024 Q2 ADDED 405,831 +9,008 +2.3% 5.77% $19.7M $45.53
2024 Q1 ADDED 396,823 +18,641 +4.9% 5.62% $19.0M $44.90
2023 Q4 ADDED 378,182 +2,313 +0.6% 5.91% $18.0M $44.52
2023 Q3 REDUCED 375,869 -6,103 -1.6% 7.85% $17.8M $43.42
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% of Fund (quarterly)    VTIP price (monthly, adj. close)
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