VTIP β€” VANGUARD MALVERN FDS

Ownership history in ROBERTS GLORE & CO INC /IL/  Β·  16 quarters on record

AI Ownership Summary

ROBERTS GLORE & CO INC /IL/ reported VANGUARD MALVERN FDS (VTIP) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.33% in 2025 Q2. The latest visible filing shows VTIP at 3.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROBERTS GLORE & CO INC /IL/'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
2025 Q4

VTIP was reported at 3.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.33% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 ROBERTS GLORE & CO INC /IL/ held VTIP β€” position size vs. price
% of Fund (quarterly)    VTIP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 229,976 +3,513 +1.6% 3.03% $11.4M 2026-02-14 (Est.) $49.75
2025 Q3 REDUCED 226,463 -330 -0.1% 3.13% $11.5M 2025-11-12 $49.33
2025 Q2 ADDED 226,793 +15,187 +7.2% 3.33% $11.4M 2025-08-07 $48.88
2025 Q1 ADDED 211,606 +1,115 +0.5% 3.22% $10.6M 2025-05-09 $48.24
2024 Q4 ADDED 210,491 +1,134 +0.5% 3.02% $10.2M 2025-02-07 $47.08
2024 Q3 ADDED 209,357 +16,575 +8.6% 2.99% $10.3M 2024-11-14 $46.41
2024 Q2 ADDED 192,782 +6,700 +3.6% 2.82% $9.4M 2024-08-14 $46.07
2024 Q1 ADDED 186,082 +3,912 +2.1% 2.67% $8.9M 2024-05-09 $45.09
2023 Q4 ADDED 182,170 +75,267 +70.4% 2.69% $8.7M 2024-02-12 $44.50
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About ROBERTS GLORE & CO INC /IL/ and VTIP

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

How long has ROBERTS GLORE & CO INC /IL/ reported owning VTIP?

ROBERTS GLORE & CO INC /IL/ reported VTIP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTIP position in ROBERTS GLORE & CO INC /IL/'s portfolio?

The largest reported portfolio weight for VTIP was 3.33% in 2025 Q2.

What is the latest reported VTIP position on this page?

The most recent filing on this page is 2025 Q4, when ROBERTS GLORE & CO INC /IL/ reported 229,976 shares, equal to 3.03% of portfolio, with an estimated market value of $11.4M.

What does the chart on this VTIP ownership page compare?

The chart compares ROBERTS GLORE & CO INC /IL/'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.

← Back to ROBERTS GLORE & CO INC /IL/ Holdings