SAGE RHINO CAPITAL LLC VTIP — VANGUARD MALVERN FDS

Ownership history in SAGE RHINO CAPITAL LLC  ·  23 quarters on record

AI Ownership Summary

SAGE RHINO CAPITAL LLC reported VANGUARD MALVERN FDS (VTIP) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.69% in 2024 Q2. The latest visible filing shows VTIP at 0.63% 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 SAGE RHINO CAPITAL LLC'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
2026 Q1

VTIP was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2024 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 2026 Q1

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.

VTIP stock page SAGE RHINO CAPITAL LLC fund profile SAGE RHINO CAPITAL LLC full holdings
How SAGE RHINO CAPITAL LLC held VTIP — position size vs. price
% of Fund (quarterly)    VTIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 67,191 +4,422 +7.0% 0.63% $3.4M 2026-04-28 $50.37
2025 Q4 ADDED — — — 62,769 +2,076 +3.4% 0.59% $3.1M 2026-01-30 $49.71
2025 Q3 ADDED — — — 60,693 +1,386 +2.3% 0.59% $3.1M 2025-10-31 $49.31
2025 Q2 ADDED — — — 59,307 +2,692 +4.8% 0.63% $3.0M 2025-07-17 $48.67
2025 Q1 REDUCED — — — 56,615 -266 -0.5% 0.66% $2.8M 2025-05-01 $48.35
2024 Q4 REDUCED — — — 56,881 -2,971 -5.0% 0.60% $2.8M 2025-02-06 $47.14
2024 Q3 ADDED — — — 59,852 +58 +0.1% 0.65% $3.0M 2024-11-01 $46.39
2024 Q2 ADDED — — — 59,794 +161 +0.3% 0.69% $2.9M 2024-07-30 $45.79
2024 Q1 ADDED — — — 59,633 +7,177 +13.7% 0.67% $2.9M 2024-04-26 $44.85
2023 Q4 REDUCED 6.7% +0.7% ❌ 52,456 -3,786 -6.7% 0.64% $2.5M 2024-02-05 $44.43
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTIP

As of 2026 Q1 — sorted by position size

DEFINE FINANCIAL, LLC 15.35% Guild Investment Management, Inc. 3Y 7Y 11.85% Cornerstone National Bank & Trust Co 11.4% ATMOS ADVISORY, LLC 3Y 8.73% Sellwood Investment Partners LLC 7.79% MOLLER WEALTH PARTNERS 3Y 7Y 7.73% Deane Retirement Strategies, Inc. 3Y 7Y 7.7% Fiduciary Planning LLC 3Y 7.63% HBE Wealth Management, LLC 7.31% Baron Financial Group, LLC 3Y 7.11%

FAQ About SAGE RHINO CAPITAL LLC and VTIP

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

How long has SAGE RHINO CAPITAL LLC reported owning VTIP?

SAGE RHINO CAPITAL LLC reported VTIP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTIP position in SAGE RHINO CAPITAL LLC's portfolio?

The largest reported portfolio weight for VTIP was 0.69% in 2024 Q2.

What is the latest reported VTIP position on this page?

The most recent filing on this page is 2026 Q1, when SAGE RHINO CAPITAL LLC reported 67,191 shares, equal to 0.63% of portfolio, with an estimated market value of $3.4M.

What does the chart on this VTIP ownership page compare?

The chart compares SAGE RHINO CAPITAL LLC'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.

How well did SAGE RHINO CAPITAL LLC time their VTIP position?

Based on 13F filing dates vs. subsequent VTIP price moves, SAGE RHINO CAPITAL LLC correctly timed 13 out of 22 reported position changes (59%). The annualised alpha on VTIP relative to SPY over the holding period was -10.1%.

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