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
2024 Q4 REDUCED 411 -135,725 -99.7% 0.02% $20K $46.63
2023 Q2 REDUCED 136,136 -12,503 -8.4% 6.07% $6.5M $43.23
2023 Q1 REDUCED 148,639 -77,544 -34.3% 7.90% $7.0M $43.57
2022 Q4 ADDED 226,183 +1,784 +0.8% 11.41% $10.9M $42.56
2022 Q3 ADDED 224,399 +17,329 +8.4% 12.75% $10.8M $42.00
2022 Q2 ADDED 207,070 +1,340 +0.7% 11.65% $10.4M $43.16
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% of Fund (quarterly)    VTIP price (monthly, adj. close)
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