VTIP — VANGUARD MALVERN FDS

Ownership history in Gilbert & Cook, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Gilbert & Cook, 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
0.14% (2018 Q1)
Avg. % of fund
0.1%
First filed
2018 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,072 -3,765 -48.0% 0.03% $206K $49.27
2018 Q3 ADDED 7,837 +38 +0.5% 0.12% $379K $37.89
2018 Q2 REDUCED 7,799 -150 -1.9% 0.13% $381K $37.85
2018 Q1 INITIATED 7,949 — — 0.14% $389K —
% 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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