DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger

VTIP

VANGUARD MALVERN FDS

959 institutions still hold VANGUARD MALVERN FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922020805·Exchange Traded Fund·959 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 6.1%

vs prior quarter

13F value held

$5.2B

47.0% inst. owned

of float

Holders

959

+129 QoQ

filers reporting

Activity

+8 / −28

+936 added · −796 reduced

this quarter

Concentration

16.96%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

959 institutions reported VTIP in Q1 2026. LPL Financial LLC leads at 17.0% of the visible book. +129 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

LPL Financial LLC

$889M17.8M0.24%Q1 2026 02

GOLDMAN SACHS GROUP INC

$583M11.7M0.07%Q1 2026 03

Valmark Advisers, Inc.

$353M7.1M4.20%Q1 2026 04

$291M5.8M0.02%Q1 2026 05

SEI INVESTMENTS CO

$286M5.7M0.26%Q1 2026 06

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

$272M5.4M4.31%Q1 2026 07

$247M4.9M0.01%Q1 2026 08

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

$244M4.9M4.22%Q1 2026 09

Wealthfront Advisers LLC

$243M4.9M0.53%Q1 2026 10

Wealthspire Advisors, LLC

$223M4.5M1.75%Q1 2026 11

ENVESTNET ASSET MANAGEMENT INC

$216M4.3M0.06%Q1 2026 12

Focus Partners Wealth

$210M4.3M0.24%Q4 2025 13

Focus Partners Advisor Solutions, LLC

$209M4.2M2.10%Q1 2026 14

BANK OF AMERICA CORP /DE/

$190M3.8M0.01%Q1 2026 15

Savant Capital, LLC

$175M3.5M0.85%Q1 2026 16

HighTower Advisors, LLC

$142M2.8M0.15%Q1 2026 17

WELLS FARGO & COMPANY/MN

$123M2.5M0.02%Q1 2026 18

Klingman & Associates, LLC

$121M2.4M5.80%Q1 2026 19

EVOKE WEALTH, LLC

$116M2.3M2.07%Q1 2026 20

ALESCO ADVISORS LLC

$105M2.1M2.68%Q1 2026

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