VANGUARD MALVERN FDS's ticker is VTIP and the CUSIP is 922020805. A total of 612 filers reported holding VANGUARD MALVERN FDS in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 1.1%.
About VANGUARD MALVERN FDS
Vanguard Malvern Funds: A Reliable Investment Option
Vanguard Malvern Funds is a well-known investment company that has been providing reliable investment options to its clients for many years. The company has a reputation for offering low-cost investment options that are designed to help investors achieve their financial goals.
One of the key features of Vanguard Malvern Funds is its focus on index funds. These funds are designed to track the performance of a specific market index, such as the S&P 500. By investing in index funds, investors can benefit from the overall growth of the market without having to worry about picking individual stocks.
Another advantage of Vanguard Malvern Funds is its commitment to low fees. The company is known for offering some of the lowest expense ratios in the industry, which means that investors can keep more of their returns. This is particularly important for long-term investors who are looking to maximize their returns over time.
In addition to its focus on index funds and low fees, Vanguard Malvern Funds also offers a wide range of investment options to suit the needs of different investors. Whether you are looking for a conservative investment option or a more aggressive one, the company has something to offer.
Overall, Vanguard Malvern Funds is a reliable investment option for anyone looking to grow their wealth over the long term. With its focus on index funds, low fees, and wide range of investment options, the company is well-positioned to help investors achieve their financial goals.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $913,058 | -16.7% | 19,134 | -17.1% | 0.06% | -16.4% |
| Q4 2023 | $1,096,091 | -32.7% | 23,080 | -33.0% | 0.07% | -38.5% |
| Q3 2023 | $1,628,922 | -25.8% | 34,453 | -25.5% | 0.11% | -23.2% |
| Q2 2023 | $2,194,370 | -49.4% | 46,275 | -48.9% | 0.14% | -4.1% |
| Q1 2023 | $4,333,558 | +199.6% | 90,622 | +192.7% | 0.15% | +45.1% |
| Q4 2022 | $1,446,365 | +4.6% | 30,965 | +7.8% | 0.10% | -9.7% |
| Q3 2022 | $1,383,000 | -49.9% | 28,736 | -48.2% | 0.11% | -45.4% |
| Q2 2022 | $2,760,000 | +142.7% | 55,432 | +149.6% | 0.21% | +162.0% |
| Q1 2022 | $1,137,000 | -8.3% | 22,209 | -7.9% | 0.08% | -10.2% |
| Q4 2021 | $1,240,000 | +7.1% | 24,120 | +9.5% | 0.09% | +1.1% |
| Q3 2021 | $1,158,000 | +18.0% | 22,029 | +17.7% | 0.09% | +14.5% |
| Q2 2021 | $981,000 | +3.3% | 18,723 | +1.6% | 0.08% | -6.2% |
| Q1 2021 | $950,000 | +15.4% | 18,435 | +14.5% | 0.08% | +3.8% |
| Q4 2020 | $823,000 | +11.5% | 16,101 | +11.3% | 0.08% | +1.3% |
| Q3 2020 | $738,000 | +5.6% | 14,470 | +3.8% | 0.08% | +5.5% |
| Q2 2020 | $699,000 | +53.6% | 13,940 | +49.2% | 0.07% | +49.0% |
| Q1 2019 | $455,000 | +1.6% | 9,344 | 0.0% | 0.05% | -5.8% |
| Q4 2018 | $448,000 | -0.4% | 9,344 | +0.5% | 0.05% | +4.0% |
| Q3 2018 | $450,000 | -0.2% | 9,297 | +0.7% | 0.05% | 0.0% |
| Q2 2018 | $451,000 | +0.2% | 9,229 | +0.4% | 0.05% | 0.0% |
| Q1 2018 | $450,000 | +54.1% | 9,191 | +55.4% | 0.05% | +47.1% |
| Q3 2017 | $292,000 | +0.3% | 5,914 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $291,000 | – | 5,914 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SATOVSKY ASSET MANAGEMENT LLC | 1,434,234 | $69,617,737 | 16.73% |
| DORVAL Corp | 533,871 | $25,775,296 | 11.36% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 4,960,059 | $240,761,265 | 11.04% |
| Fairway Wealth LLC | 385,587 | $18,716,401 | 11.03% |
| Heritage Wealth Advisors | 4,818,982 | $233,913,397 | 10.56% |
| Compton Financial Group, LLC | 578,677 | $28,088,960 | 9.12% |
| Fiduciary Planning LLC | 519,009 | $25,192,712 | 9.01% |
| Baron Financial Group, LLC | 277,115 | $13,451,163 | 8.55% |
| STUDIO INVESTMENT MANAGEMENT LLC | 770,849 | $37,417,014 | 8.51% |
| ATMOS ADVISORY, LLC | 218,928 | $10,626,765 | 8.31% |