VTIP — VANGUARD MALVERN FDS

Ownership history in GOULD ASSET MANAGEMENT LLC /CA/  ·  50 quarters on record

AI Ownership Summary

GOULD ASSET MANAGEMENT LLC /CA/ reported VANGUARD MALVERN FDS (VTIP) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.47% in 2023 Q4. The latest visible filing shows VTIP at 0.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GOULD ASSET MANAGEMENT LLC /CA/'s position in VANGUARD MALVERN FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VTIP was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTIP stock page GOULD ASSET MANAGEMENT LLC /CA/ fund profile GOULD ASSET MANAGEMENT LLC /CA/ full holdings
How GOULD ASSET MANAGEMENT LLC /CA/ held VTIP — position size vs. price
% of Fund (quarterly)    VTIP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 97,007 +1,655 +1.7% 0.85% $4.8M 2026-02-14 (Est.) $49.75
2025 Q3 REDUCED 95,352 -24,885 -20.7% 0.90% $4.8M 2025-10-28 $49.39
2025 Q2 REDUCED 120,237 -155 -0.1% 1.18% $6.0M 2025-08-05 $48.86
2025 Q1 ADDED 120,392 +6,572 +5.8% 1.24% $6.0M 2025-05-01 $48.35
2024 Q4 REDUCED 113,820 -3,824 -3.3% 1.16% $5.5M 2025-02-07 $47.08
2024 Q3 ADDED 117,644 +5,292 +4.7% 1.24% $5.8M 2024-11-12 $46.42
2024 Q2 REDUCED 112,352 -2,724 -2.4% 1.26% $5.5M 2024-08-05 $46.05
2024 Q1 REDUCED 115,076 -4,598 -3.8% 1.33% $5.5M 2024-05-03 $45.02
2023 Q4 REDUCED 119,674 -12,124 -9.2% 1.47% $5.7M 2024-02-02 $44.48
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTIP

As of 2026 Q1 — sorted by position size

ATMOS ADVISORY, LLC 3Y 8.73% Deane Retirement Strategies, Inc. 3Y 7Y 7.7% Baron Financial Group, LLC 3Y 7.11% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 6.2% Bulwark Capital Corp 5.33% Prosperity Planning, Inc. 3Y 4.52% Aurelius Family Office LLC 4.42% Clarity Capital Advisors, LLC 4.2% LPWM LLC 3Y 3.85% Chemistry Wealth Management LLC 3Y 3.22%

FAQ About GOULD ASSET MANAGEMENT LLC /CA/ and VTIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has GOULD ASSET MANAGEMENT LLC /CA/ reported owning VTIP?

GOULD ASSET MANAGEMENT LLC /CA/ reported VTIP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTIP position in GOULD ASSET MANAGEMENT LLC /CA/'s portfolio?

The largest reported portfolio weight for VTIP was 1.47% in 2023 Q4.

What is the latest reported VTIP position on this page?

The most recent filing on this page is 2025 Q4, when GOULD ASSET MANAGEMENT LLC /CA/ reported 97,007 shares, equal to 0.85% of portfolio, with an estimated market value of $4.8M.

What does the chart on this VTIP ownership page compare?

The chart compares GOULD ASSET MANAGEMENT LLC /CA/'s quarterly VTIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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