VTIP — VANGUARD MALVERN FDS

Ownership history in Pacific Sage Partners, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Pacific Sage Partners, 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
5.51% (2025 Q2)
Avg. % of fund
5.35%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 680,517 +66,465 +10.8% 5.33% $33.7M $49.46
2025 Q3 ADDED 614,052 +61,826 +11.2% 5.20% $31.1M $49.27
2025 Q2 INITIATED 552,226 — — 5.51% $27.8M $48.51
% 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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