Mullaney, Keating & Wright, Inc. VTIP — VANGUARD MALVERN FDS

Ownership history in Mullaney, Keating & Wright, Inc.  ·  3 quarters on record

AI Ownership Summary

Mullaney, Keating & Wright, Inc. reported VANGUARD MALVERN FDS (VTIP) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 4.35% in 2026 Q1. The latest visible filing shows VTIP at 2.61% 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.

What this VTIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mullaney, Keating & Wright, Inc.'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
2026 Q3

VTIP was reported at 2.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.35% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 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.

How Mullaney, Keating & Wright, Inc. 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 114,565 -283 -0.2% 2.61% $5.6M 2026-10-19 $48.64
2026 Q2 REDUCED 9.6% -0.8% ✅ 114,848 -12,184 -9.6% 2.79% $5.8M 2026-07-14 $48.67
2026 Q1 INITIATED — — — 127,032 — — 4.35% $6.3M 2026-05-29 $48.80

FAQ About Mullaney, Keating & Wright, Inc. and VTIP

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

How long has Mullaney, Keating & Wright, Inc. reported owning VTIP?

Mullaney, Keating & Wright, Inc. reported VTIP across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported VTIP position in Mullaney, Keating & Wright, Inc.'s portfolio?

The largest reported portfolio weight for VTIP was 4.35% in 2026 Q1.

What is the latest reported VTIP position on this page?

The most recent filing on this page is 2026 Q3, when Mullaney, Keating & Wright, Inc. reported 114,565 shares, equal to 2.61% of portfolio, with an estimated market value of $5.6M.

What does the chart on this VTIP ownership page compare?

The chart compares Mullaney, Keating & Wright, Inc.'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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