Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Vanguard Malvern Fds (VTIP)

944 + 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
↑ +40
Streak
7Q ▲
Buyers last Q
67%

Smart Money Signals — VTIP

Based on 952 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, 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
952 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
+135 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 — 67% buying

609 buying300 selling
Last quarter: 609 funds were net buyers (112 opened a brand new position + 497 added to an existing one). Only 300 were sellers (228 trimmed + 72 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~112 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 76 → 127 → 112 → 112. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
550 out of 952 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.
💰

Value +25% but shares only +9% — price-driven

Value
+24%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +25%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

105 → 76 → 127 → 112 → 112 new funds/Q
New funds entering each quarter: 76 → 127 → 112 → 112. A growing number of institutions are discovering VTIP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 956 holders: 582 (61%) are 2+ year veterans, 135 entered 1–2 years ago, and 239 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
32 of 952 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — VTIP

In 2026 Q2, 609 hedge funds were net buyers of VTIP (112 opened a new position, 497 added to an existing one), while 300 reduced or exited (228 trimmed, 72 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in VTIP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +40 funds (more new holders than closures). Total institutional holders: 952.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Vanguard Malvern Fds (VTIP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VTIP has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 88d ago
VTIP
-1.9%
SPY
+5.8%

VTIP outperformed SPY by -7.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 43d ago
VTIP
-0.9%
SPY
+1.6%

Since the filing became public, VTIP outperformed SPY by -2.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 71 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: VTIP
944 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 944 912 3.51%
13F Shares 221M 203M 8.76%
Total Value $12.29B $9.86B 24.62%
New Positions 108 112 -4
Increased Positions 494 415 +79
Closed Positions 76 74 +2
Reduced Positions 226 257 -31
Total Calls 2 1 100.0%
Total Puts 2 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: VTIP

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

944 + investors

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

QUARTER:
Top 25 VTIP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ethos Capital Management, Inc. 25.60% 715,805 $36.0M
2 Silver Oak Wealth Advisors Services, LLC 20.55% 683,280 $34.3M
3 Benningfield Financial Advisors, LLC 16.23% 436,245 $21.9M
4 Studio Investment Management LLC 15.87% 1,869,358 $93.9M
5 Define Financial, LLC 14.87% 644,675 $32.4M
6 Satovsky Asset Management LLC 13.77% 1,718,938 $86.3M
7 Deane Retirement Strategies, Inc. 10.55% 495,958 $24.9M
8 Cornerstone National Bank & Trust Co 9.22% 550,581 $27.3M
9 Frisco Financial Planning LLC 8.34% 220,218 $11.1M
10 Atmos Advisory, LLC 8.24% 313,874 $15.8M
11 Wingate Wealth Advisors, Inc. 8.17% 369,500 $18.6M
12 Finhabits Advisors LLC 7.96% 188,426 $9.5M
13 Palladiem, LLC 7.80% 160,035 $8.0M
14 Good Harbor Advisors, Inc. 7.62% 155,086 $7.8M
15 Moller Wealth Partners 7.34% 807,517 $40.6M
16 Woodward Financial Advisors, Inc. 7.26% 432,340 $21.7M
17 SWAN Capital LLC 7.26% 422,205 $21.2M
18 Van Strum & Towne INC. 6.99% 510,557 $25.6M
19 Sellwood Investment Partners LLC 6.99% 394,459 $19.8M
20 Emprise Bank 6.66% 360,122 $18.1M
21 Schorn Wealth LLC 6.65% 506,031 $25.4M
22 Baron Financial Group, LLC 6.55% 273,385 $13.7M
23 HBE Wealth Management, LLC 6.44% 178,545 $9.0M
24 Leonard Rickey Investment Advisors P.L.L.C. 6.25% 791,967 $39.8M
25 Pacific Sage Partners, LLC 5.77% 809,759 $40.7M
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 — 7 quarters in a row: For 7 consecutive quarters, 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 — 67% buying: Last quarter: 609 funds were net buyers (112 opened a brand new position + 497 added to an existing one). Only 300 were sellers (228 trimmed + 72 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VTIP holders?

Strong quality — 25% AUM from major funds: 32 of 952 holders rank in the top 100 by AUM, accounting for 25% 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?

58% of holders stayed for 2+ years: 550 out of 952 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.

Is it too late to buy Vanguard Malvern Fds (VTIP) following the 2026 Q2 hedge fund 13F filings?

As of today, VTIP has moved -0.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -2.5%. Since the quarter end (June 30, 2026), VTIP has gained -1.9% vs +5.8% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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