VTIP — Vanguard Malvern Fds Institutional Holders · Q3 2026

Name: Who Owns VTIP? 42 Institutions Hold $266M (Q3 2026)
Creator: ko.io

Who owns Vanguard Malvern Fds (VTIP)? 42 institutions reported holding $266.41M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Marotta Asset Management ($32.4M), Graves Light Lenhart Wealth, Inc. ($26.6M), Deane Retirement Strategies, Inc. ($24.1M).

Rank	Institution	Value	Shares	Change
1	Marotta Asset Management	$32.4M	659,236	Trimmed
2	Graves Light Lenhart Wealth, Inc.	$26.6M	540,037	Added
3	Deane Retirement Strategies, Inc.	$24.1M	488,731	Trimmed
4	Prosperity Planning, Inc.	$20.3M	0	Added
5	Farther Finance Advisors, LLC	$19.1M	388,184	Added
6	Emprise Bank	$17.6M	356,639	Trimmed
7	Apella Capital, LLC	$16.6M	343,369	Trimmed
8	ATMOS ADVISORY, LLC	$15.6M	316,500	Added
9	Baron Financial Group, LLC	$13.8M	280,745	Added
10	Trust Co	$11.2M	227,773	Added
11	Frisco Financial Planning LLC	$11.1M	226,261	Added
12	Friday Financial	$9.0M	185,693	Added
13	CLUNE & ASSOCIATES, LTD.	$8.1M	165,473	Trimmed
14	Breakwater Capital Group	$7.3M	148,807	Added
15	CogentBlue Wealth Advisors, LLC	$3.9M	79,100	Added
16	Boston Standard Wealth Management, LLC	$3.4M	68,070	Added
17	Veery Capital, LLC	$3.0M	61,020	Added
18	Conrad Siegel Investment Advisors, Inc.	$2.8M	57,324	Added
19	Wedmont Private Capital	$2.8M	57,550	Added
20	PRIVATE CLIENT SERVICES, LLC	$2.6M	53,816	Added
21	RFG - Bristol Wealth Advisors, LLC	$2.1M	43,406	Added
22	TILIA FIDUCIARY PARTNERS, INC.	$1.7M	35,379	Trimmed
23	Legacy Wealth Asset Management, LLC	$1.5M	30,763	New
24	FC Advisory LLC	$1.5M	29,880	Added
25	BRIGHTON SECURITIES CORP.	$1.5M	29,762	Added

Source: SEC Form 13F filings · as of 2026-09-30