VTIP — VANGUARD MALVERN FDS

Ownership history in Nova R Wealth, Inc.  ·  15 quarters on record

This page tracks every 13F SEC filing in which Nova R Wealth, Inc. 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
6.21% (2025 Q3)
Avg. % of fund
4.02%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 339,368 +50,276 +17.4% 6.12% $16.8M $49.46
2025 Q3 ADDED 289,092 +128,653 +80.2% 6.21% $14.6M $49.27
2025 Q2 ADDED 160,439 +5,359 +3.5% 3.75% $8.1M $48.51
2025 Q1 ADDED 155,080 +9,126 +6.3% 3.83% $7.7M $48.06
11 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% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 6.1% Guild Investment Management, Inc. 3Y 7Y 6.04%
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