Ownership history in Wealthspire Advisors, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Wealthspire Advisors, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 4,191,463 | -3,396,021 | -44.8% | 1.65% | $207.3M | $49.46 |
| 2025 Q3 | ADDED | 7,587,484 | +645,690 | +9.3% | 2.01% | $384.2M | $49.27 |
| 2025 Q2 | ADDED | 6,941,794 | +817,434 | +13.3% | 1.96% | $349.0M | $48.51 |
| 2025 Q1 | ADDED | 6,124,360 | +3,374,033 | +122.7% | 1.83% | $305.6M | $48.06 |
| 2024 Q4 | ADDED | 2,750,327 | +737,805 | +36.7% | 1.32% | $133.2M | $46.63 |
| 2024 Q3 | ADDED | 2,012,522 | +170,173 | +9.2% | 1.01% | $99.2M | $46.68 |
| 2024 Q2 | ADDED | 1,842,349 | +115,891 | +6.7% | 1.15% | $89.4M | $45.53 |
| 2024 Q1 | ADDED | 1,726,458 | +170,948 | +11.0% | 1.10% | $82.7M | $44.90 |
| 2023 Q4 | ADDED | 1,555,510 | +926,461 | +147.3% | 1.05% | $73.9M | $44.52 |
| 2023 Q3 | ADDED | 629,049 | +294,235 | +87.9% | 0.49% | $29.7M | $43.42 |
As of 2025 Q4 — sorted by position size