VTIP — VANGUARD MALVERN FDS

Ownership history in LPWM LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which LPWM 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
4.7% (2022 Q3)
Avg. % of fund
3.9%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 275,811 +12,184 +4.6% 3.44% $13.6M $49.46
2025 Q3 ADDED 263,627 +6,276 +2.4% 3.56% $13.3M $49.27
2025 Q2 ADDED 257,351 +898 +0.4% 3.77% $12.9M $48.51
2025 Q1 ADDED 256,453 +7,266 +2.9% 4.12% $12.8M $48.06
21 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%
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