VTIP — VANGUARD MALVERN FDS

Ownership history in StoneX Group Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which StoneX Group 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.

Peak position
0.13% (2024 Q3)
Avg. % of fund
0.09%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 32,240 +1,325 +4.3% 0.07% $1.6M $49.27
2025 Q2 ADDED 30,915 +1,075 +3.6% 0.08% $1.6M $48.51
2025 Q1 ADDED 29,840 +1,241 +4.3% 0.09% $1.5M $48.06
2024 Q4 REDUCED 28,599 -584 -2.0% 0.09% $1.4M $46.63
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% 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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