VTIP — VANGUARD MALVERN FDS STRM INFPROIDX

Ownership history in MOLLER WEALTH PARTNERS  ·  53 quarters on record

This page tracks every 13F SEC filing in which MOLLER WEALTH PARTNERS 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
10.12% (2016 Q1)
Avg. % of fund
4.76%
First filed
2012 Q4
Last filed
2025 Q4
Quarters held
53
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 709,958 +7,377 +1.0% 7.35% $35.1M $49.46
2025 Q3 ADDED 702,581 +24,103 +3.6% 7.42% $35.6M $49.27
2025 Q2 ADDED 678,478 +38,791 +6.1% 7.53% $34.1M $48.51
2025 Q1 ADDED 639,687 +36,489 +6.0% 7.89% $31.9M $48.06
49 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% 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% Guild Investment Management, Inc. 3Y 7Y 6.04%
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