VTIP — VANGUARD MALVERN FDS

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, 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
1.84% (2025 Q1)
Avg. % of fund
1.21%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 80,120 +1,644 +2.1% 1.24% $4.0M $49.46
2025 Q3 ADDED 78,476 +8,546 +12.2% 1.33% $4.0M $49.27
2025 Q2 REDUCED 69,930 -4,441 -6.0% 1.37% $3.5M $48.51
2025 Q1 ADDED 74,371 +66,909 +896.7% 1.84% $3.7M $48.06
2023 Q4 INITIATED 7,462 — — 0.29% $354K —
% 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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