VTIP — VANGUARD MALVERN FDS

Ownership history in Friday Financial  ·  5 quarters on record

This page tracks every 13F SEC filing in which Friday Financial 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
2.61% (2025 Q1)
Avg. % of fund
2.34%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 122,018 +20,584 +20.3% 2.13% $6.0M $49.46
2025 Q3 ADDED 101,434 +8,892 +9.6% 2.15% $5.1M $49.27
2025 Q2 ADDED 92,542 +4,852 +5.5% 2.37% $4.7M $48.51
2025 Q1 ADDED 87,690 +14,043 +19.1% 2.61% $4.4M $48.06
1 older quarter 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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