VTIP — VANGUARD MALVERN FDS

Ownership history in Stone Summit Wealth LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Stone Summit Wealth 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
2.16% (2022 Q2)
Avg. % of fund
0.82%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,047 -17,284 -77.4% 0.07% $256K $49.27
2025 Q2 ADDED 22,331 +2,045 +10.1% 0.35% $1.1M $48.51
2025 Q1 ADDED 20,286 +9,783 +93.1% 0.34% $1.0M $48.06
2024 Q4 REDUCED 10,503 -1,395 -11.7% 0.17% $509K $46.63
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% 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%
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