Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD MALVERN FDS (VTIP)

822 + Investors. Track Smart Money conviction in VTIP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — VTIP

Based on 822 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VTIP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
822 hedge funds hold VTIP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+119 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

524 buying284 selling
Last quarter: 524 funds were net buyers (111 opened a brand new position + 413 added to an existing one). Only 284 were sellers (216 trimmed + 68 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+41 vs last Q)

new funds entering per quarter
Funds opening a new VTIP position: 86 → 101 → 70 → 111. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
509 out of 822 hedge funds have held VTIP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~111 new funds/quarter

97 → 86 → 101 → 70 → 111 new funds/Q
New funds entering each quarter: 86 → 101 → 70 → 111. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 13% 1-2yr ■ 26% new
Of 822 current holders: 505 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
23 of 822 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: VTIP

How many hedge funds hold VTIP — quarterly history vs. share price
Quarterly hedge fund ownership of VTIP vs. share price

Market Analysis: VTIP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VTIP

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 49 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: VTIP
2026 Q1 Stats Unlock in 19 days 822 + Investors

Track Smart Money conviction in VTIP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 822 780 5.38%
13F Shares 214M 200M 6.95%
Total Value $10.55B $10.09B 4.59%
New Positions 111 70 +41
Increased Positions 413 382 +31
Closed Positions 69 70 -1
Reduced Positions 216 226 -10
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VTIP

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Financial Highlights

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Institutional Holders (2026 Q1)

822 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VTIP. Verified SEC 13F-HR filings.

Top 25 institutional holders of VTIP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SILVER OAK WEALTH ADVISORS SERVICES, LLC 20.40% 628,807 $31.4M
2 DEFINE FINANCIAL, LLC 15.35% 566,241 $28.3M
3 Guild Investment Management, Inc. 11.85% 331,890 $16.6M
4 Cornerstone National Bank & Trust Co 11.40% 620,201 $30.9M
5 ATMOS ADVISORY, LLC 8.73% 307,769 $15.4M
6 Sellwood Investment Partners LLC 7.79% 395,601 $19.8M
7 MOLLER WEALTH PARTNERS 7.73% 783,398 $39.1M
8 Deane Retirement Strategies, Inc. 7.70% 383,074 $19.1M
9 Fiduciary Planning LLC 7.63% 506,084 $25.3M
10 HBE Wealth Management, LLC 7.31% 167,794 $8.4M
11 Baron Financial Group, LLC 7.11% 264,090 $13.2M
12 Emprise Bank 6.98% 348,233 $17.4M
13 Summit Portfolio Management, LTD. 6.45% 200,799 $10.0M
14 Leonard Rickey Investment Advisors P.L.L.C. 6.20% 717,241 $35.8M
15 Marotta Asset Management 6.03% 656,176 $32.7M
16 Pacific Sage Partners, LLC 5.90% 750,511 $37.5M
17 Nova R Wealth, Inc. 5.83% 365,519 $18.3M
18 Spartan Planning & Wealth Management 5.42% 146,754 $7.3M
19 ALTFEST L J & CO INC 5.37% 1,004,638 $50.2M
20 Bulwark Capital Corp 5.33% 173,006 $8.6M
21 Fairway Wealth LLC 5.32% 1,104,084 $20.2M
22 Greystone Financial Group, LLC 4.99% 352,966 $17.6M
23 Vertrix Wealth Management, LLC 4.59% 249,354 $12.5M
24 True Link Financial Advisors, LLC 4.54% 1,471,015 $73.5M
25 Prosperity Planning, Inc. 4.52% 357,451 $17.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VANGUARD MALVERN FDS (VTIP)

What does the Smart Money Trend signal show for VTIP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VTIP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VTIP?

More buyers than sellers — 65% buying: Last quarter: 524 funds were net buyers (111 opened a brand new position + 413 added to an existing one). Only 284 were sellers (216 trimmed + 68 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VTIP holders?

Strong quality — 39% AUM from major funds: 23 of 822 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VTIP?

62% of holders stayed for 2+ years: 509 out of 822 hedge funds have held VTIP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.