VTIP — VANGUARD MALVERN FDS

Ownership history in Joseph P. Lucia & Associates, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC 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
0.39% (2022 Q3)
Avg. % of fund
0.14%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,060 -130 -3.1% 0.08% $206K $49.27
2025 Q2 UNCHANGED 4,190 — 0% 0.09% $211K $48.51
2025 Q1 REDUCED 4,190 -200 -4.6% 0.10% $209K $48.06
2024 Q4 REDUCED 4,390 -10 -0.2% 0.09% $213K $46.63
16 older quarters 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%
← Back to Joseph P. Lucia & Associates, LLC Holdings