VTIP — VANGUARD MALVERN FDS STRM INFPROIDX

Ownership history in Hoese & Co LLP · 14 quarters on record

This page tracks every 13F SEC filing in which Hoese & Co LLP reported a position in VANGUARD MALVERN FDS STRM INFPROIDX (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

12.75% (2022 Q3)

Avg. % of fund

6.66%

First filed

2021 Q2

Last filed

2025 Q4

Quarters held

14

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	91,772	+38,363	+71.8%	3.24%	$4.5M	$49.46
2025 Q3	ADDED	53,409	+51,848	+3321.5%	2.07%	$2.7M	$49.27
2025 Q2	ADDED	1,561	+1,150	+279.8%	0.06%	$78K	$48.51
2025 Q1	UNCHANGED	411	—	0%	0.02%	$21K	$48.06

% 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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