VTIP — VANGUARD MALVERN FDS

Ownership history in Prosperity Planning, Inc.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Prosperity Planning, 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
5.03% (2021 Q1)
Avg. % of fund
4.4%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 336,401 +23,564 +7.5% 4.35% $16.6M $49.46
2025 Q3 ADDED 312,837 +14,972 +5.0% 4.27% $15.8M $49.27
2025 Q2 ADDED 297,865 +5,225 +1.8% 4.32% $15.0M $48.51
2025 Q1 ADDED 292,640 +11,904 +4.2% 4.57% $14.6M $48.06
17 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% Nova R Wealth, Inc. 3Y 6.12% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 6.1%
← Back to Prosperity Planning, Inc. Holdings