VTIP β€” VANGUARD MALVERN FDS

Ownership history in STUDIO INVESTMENT MANAGEMENT LLC  Β·  18 quarters on record

AI Ownership Summary

STUDIO INVESTMENT MANAGEMENT LLC reported VANGUARD MALVERN FDS (VTIP) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 16.46% in 2025 Q3. The latest visible filing shows VTIP at 16.46% 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 STUDIO INVESTMENT MANAGEMENT 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
2025 Q4

VTIP was reported at 16.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.46% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 STUDIO INVESTMENT MANAGEMENT LLC fund profile STUDIO INVESTMENT MANAGEMENT LLC full holdings
How STUDIO INVESTMENT MANAGEMENT LLC held VTIP β€” position size vs. price
% of Fund (quarterly)    VTIP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,821,477 +98,628 +5.7% 16.46% $90.1M 2026-02-14 (Est.) $49.77
2025 Q3 ADDED 1,722,849 +160,209 +10.3% 16.46% $87.2M 2025-11-07 $49.35
2025 Q2 ADDED 1,562,640 +79,990 +5.4% 15.77% $78.6M 2025-07-30 $48.72
2025 Q1 ADDED 1,482,650 +448,355 +43.3% 15.29% $74.0M 2025-05-14 $48.03
2024 Q4 ADDED 1,034,295 +175,204 +20.4% 10.65% $50.1M 2025-02-14 $47.22
2024 Q3 ADDED 859,091 +88,242 +11.4% 8.90% $42.4M 2024-11-12 $46.44
2024 Q2 ADDED 770,849 +85,471 +12.5% 8.51% $37.4M 2024-08-07 $45.98
2024 Q1 ADDED 685,378 +92,328 +15.6% 7.79% $32.8M 2024-05-15 $45.17
2023 Q4 REDUCED 593,050 -47,252 -7.4% 7.19% $28.2M 2024-02-16 $44.52
2023 Q3 REDUCED 640,302 -16,018 -2.4% 8.45% $30.3M 2023-11-15 $43.76
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VTIP

As of 2025 Q4 β€” sorted by position size

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% Guild Investment Management, Inc. 3Y 7Y 6.04%

FAQ About STUDIO INVESTMENT MANAGEMENT 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 STUDIO INVESTMENT MANAGEMENT LLC reported owning VTIP?

STUDIO INVESTMENT MANAGEMENT LLC reported VTIP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VTIP position in STUDIO INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for VTIP was 16.46% in 2025 Q3.

What is the latest reported VTIP position on this page?

The most recent filing on this page is 2025 Q4, when STUDIO INVESTMENT MANAGEMENT LLC reported 1,821,477 shares, equal to 16.46% of portfolio, with an estimated market value of $90.1M.

What does the chart on this VTIP ownership page compare?

The chart compares STUDIO INVESTMENT MANAGEMENT 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.

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