Ownership history in Lifeworks Advisors, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Lifeworks Advisors, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 309,233 | +6,925 | +2.3% | 1.98% | $15.3M | $49.46 |
| 2025 Q3 | ADDED | 302,308 | +6,664 | +2.3% | 2.04% | $15.3M | $49.27 |
| 2025 Q2 | ADDED | 295,644 | +14,526 | +5.2% | 2.22% | $14.9M | $48.51 |
| 2025 Q1 | ADDED | 281,118 | +48,013 | +20.6% | 2.33% | $14.0M | $48.06 |
| 2024 Q4 | ADDED | 233,105 | +8,417 | +3.7% | 2.04% | $11.3M | $46.63 |
| 2024 Q3 | ADDED | 224,688 | +35,547 | +18.8% | 2.18% | $11.1M | $46.68 |
| 2024 Q2 | REDUCED | 189,141 | -22,664 | -10.7% | 2.56% | $9.2M | $45.53 |
| 2024 Q1 | ADDED | 211,805 | +9,263 | +4.6% | 2.84% | $10.1M | $44.90 |
| 2023 Q4 | ADDED | 202,542 | +31,464 | +18.4% | 3.32% | $9.6M | $44.52 |
| 2023 Q3 | ADDED | 171,078 | +14,437 | +9.2% | 3.15% | $8.1M | $43.42 |
As of 2025 Q4 — sorted by position size