VTIP — VANGUARD MALVERN FDS

Ownership history in SATOVSKY ASSET MANAGEMENT LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which SATOVSKY ASSET MANAGEMENT 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
17.65% (2022 Q4)
Avg. % of fund
13.74%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,655,868 +59,489 +3.7% 15.87% $81.9M $49.46
2025 Q3 ADDED 1,596,379 +58,598 +3.8% 16.13% $80.8M $49.27
2025 Q2 ADDED 1,537,781 +20,722 +1.4% 16.46% $77.3M $48.51
2025 Q1 ADDED 1,517,059 +32,287 +2.2% 16.95% $75.8M $48.06
12 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% 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% Guild Investment Management, Inc. 3Y 7Y 6.04%
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