VTIP — VANGUARD MALVERN FDS

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

AI Ownership Summary

Joseph P. Lucia & Associates, LLC reported VANGUARD MALVERN FDS (VTIP) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.21% in 2023 Q4. The latest visible filing shows VTIP at 0.08% 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 Joseph P. Lucia & Associates, LLC'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 Q3

VTIP was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% 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 Q3

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 Joseph P. Lucia & Associates, LLC fund profile Joseph P. Lucia & Associates, LLC full holdings
How Joseph P. Lucia & Associates, LLC held VTIP — position size vs. price
% of Fund (quarterly)    VTIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 4,060 -130 -3.1% 0.08% $206K 2025-10-20 $49.42
2025 Q2 UNCHANGED 4,190 — 0% 0.09% $211K 2025-08-04 $48.89
2025 Q1 REDUCED 4,190 -200 -4.6% 0.10% $209K 2025-05-14 $48.00
2024 Q4 REDUCED 4,390 -10 -0.2% 0.09% $213K 2025-01-22 $46.83
2024 Q3 REDUCED 4,400 -700 -13.7% 0.10% $217K 2024-10-23 $46.46
2024 Q2 REDUCED 5,100 -605 -10.6% 0.13% $248K 2024-07-24 $45.68
2024 Q1 REDUCED 5,705 -1,420 -19.9% 0.15% $273K 2024-05-03 $45.02
2023 Q4 REDUCED 7,125 -623 -8.0% 0.21% $338K 2024-01-29 $44.62
12 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

DEFINE FINANCIAL, LLC 15.35% Cornerstone National Bank & Trust Co 11.4% ATMOS ADVISORY, LLC 3Y 8.73% MOLLER WEALTH PARTNERS 3Y 7Y 7.73% 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% Spartan Planning & Wealth Management 3Y 5.42% Bulwark Capital Corp 5.33% Prosperity Planning, Inc. 3Y 4.52%

FAQ About Joseph P. Lucia & Associates, LLC and VTIP

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

How long has Joseph P. Lucia & Associates, LLC reported owning VTIP?

Joseph P. Lucia & Associates, LLC reported VTIP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VTIP position in Joseph P. Lucia & Associates, LLC's portfolio?

The largest reported portfolio weight for VTIP was 0.21% in 2023 Q4.

What is the latest reported VTIP position on this page?

The most recent filing on this page is 2025 Q3, when Joseph P. Lucia & Associates, LLC reported 4,060 shares, equal to 0.08% of portfolio, with an estimated market value of $206K.

What does the chart on this VTIP ownership page compare?

The chart compares Joseph P. Lucia & Associates, LLC'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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