Ownership history in SimpliFi, Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 186,039 | +153,298 | +468.2% | 3.89% | $9.2M | $49.46 |
| 2025 Q3 | ADDED | 32,741 | +15,651 | +91.6% | 0.71% | $1.7M | $49.27 |
| 2025 Q2 | ADDED | 17,090 | +33 | +0.2% | 0.38% | $859K | $48.51 |
| 2025 Q1 | ADDED | 17,057 | +112 | +0.7% | 0.39% | $851K | $48.06 |
As of 2025 Q4 — sorted by position size