VANGUARD MALVERN FDS VTIP
STRM INFPROIDX · ETP · CUSIP 922020805
786
institutional holders
199.9m
shares reported held*
$9.7bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.45. Options: 6 managers hold calls ($9.7m notional), 4 hold puts ($2.5m).
Biggest calls
| CITADEL ADVISORS LLC | — | $5.1m105.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $3.7m76.9k shares |
| SIMPLEX TRADING, LLC | — | $938.0k19.5k shares |
| Paladin Advisory Group, LLC | — | $24.0k515 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
| Cutler Group LLC / CA | — | $0600 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $2.1m43.5k shares |
| CITADEL ADVISORS LLC | — | $255.0k5.3k shares |
| SIMPLEX TRADING, LLC | — | $139.0k2.9k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.13% of their portfolio | 25.2m $1.2bn | — |
| MORGAN STANLEY 0.12% of their portfolio | 18.8m $903.6m | — |
| Betterment LLC 1.78% of their portfolio | 9.9m $498.5m | — |
| BANK OF AMERICA CORP /DE/ 0.06% of their portfolio | 8.9m $427.0m | — |
| WELLS FARGO & COMPANY/MN 0.10% of their portfolio | 6.1m $291.6m | — |
| Valmark Advisers, Inc. 5.77% of their portfolio | 6.0m $286.7m | — |
| UBS Group AG 0.15% of their portfolio | 5.3m $255.8m | — |
| SEI INVESTMENTS CO 0.56% of their portfolio | 5.2m $251.6m | — |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 3.8m $185.1m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.28% of their portfolio | 3.4m $161.5m | — |
| LPL Financial LLC 0.15% of their portfolio | 3.2m $152.3m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1.23% of their portfolio | 2.6m $123.6m | — |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6.05% of their portfolio | 2.4m $115.4m | — |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.3m $112.4m | — |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 2.2m $105.4m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 1.8m $87.8m | — |
| BUCKINGHAM STRATEGIC WEALTH, LLC 1.74% of their portfolio | 1.8m $85.0m | — |
| Alesco Advisors, LLC, An ESL Co 3.40% of their portfolio | 1.7m $82.0m | — |
| OSAIC HOLDINGS, INC. 0.18% of their portfolio | 1.6m $79.2m | — |
| JANE STREET GROUP, LLC 0.15% of their portfolio | 1.6m $77.6m | — |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.5m $71.4m | — |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 1.5m $71.2m | — |
| Raymond James Financial Services Advisors, Inc. 0.15% of their portfolio | 1.4m $69.5m | — |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.4m $68.9m | — |
| Park Avenue Institutional Advisers LLC 85.63% of their portfolio | 1.4m $65.9m | — |
| Klingman & Associates, LLC 6.28% of their portfolio | 1.3m $63.9m | — |
| HighTower Advisors, LLC 0.16% of their portfolio | 1.3m $60.4m | — |
| Wealthfront Advisers LLC 0.32% of their portfolio | 1.2m $60.1m | — |
| STIFEL FINANCIAL CORP 0.09% of their portfolio | 1.1m $53.2m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.14% of their portfolio | 1.1m $52.6m | — |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 4.27% of their portfolio | 1.1m $52.2m | — |
| Campbell Wealth Management 7.02% of their portfolio | 1.0m $48.6m | — |
| Beaird Harris Wealth Management, LLC 10.28% of their portfolio | 975.0k $46.9m | — |
| Adventist Health System/ West 10.95% of their portfolio | 966.5k $46.5m | — |
| Column Capital Advisors, LLC 0.84% of their portfolio | 771.5k $4.0m | — |
| CoreCap Advisors, LLC 3.10% of their portfolio | 768.0k $36.9m | — |
| Abbrea Capital, LLC 6.63% of their portfolio | 729.3k $35.1m | — |
| MML INVESTORS SERVICES, LLC 0.27% of their portfolio | 726.9k $35.0m | — |
| True Link Financial Advisors, LLC 4.67% of their portfolio | 670.5k $32.3m | — |
| Efficient Advisors, LLC 2.79% of their portfolio | 666.2k $32.0m | — |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 659.6k $31.7m | — |
| North Star Investment Management Corp. 3.04% of their portfolio | 643.5k $31.0m | — |
| Marotta Asset Management 7.98% of their portfolio | 636.0k $30.6m | — |
| THOMPSON SIEGEL & WALMSLEY LLC 0.53% of their portfolio | 632.4k $30.4m | — |
| Elwood & Goetz Wealth Advisory Group, LLC 9.98% of their portfolio | 614.3k $29.6m | — |
| Focus Partners Advisor Solutions, LLC 1.71% of their portfolio | 603.2k $29.0m | — |
| Virtue Capital Management, LLC 4.53% of their portfolio | 599.8k $28.9m | — |
| FIRST HAWAIIAN BANK 1.06% of their portfolio | 570.3k $27.4m | — |
| Vectors Research Management, LLC 7.75% of their portfolio | 570.0k $27.4m | — |
| Cambridge Investment Research Advisors, Inc. 0.15% of their portfolio | 569.0k $27.4m | — |
| ASSETMARK, INC 0.13% of their portfolio | 565.6k $27.2m | — |
| Northwest Quadrant Wealth Management, LLC 8.87% of their portfolio | 561.9k $27.0m | — |
| Colony Family Offices, LLC 11.58% of their portfolio | 555.9k $26.7m | — |
| Deane Retirement Strategies, Inc. 16.23% of their portfolio | 549.8k $26.5m | — |
| HNP Capital LLC 7.62% of their portfolio | 549.3k $26.4m | — |
| Avion Wealth 8.14% of their portfolio | 544.1k $26.2m | — |
| TRUST CO OF VERMONT 2.05% of their portfolio | 537.9k $25.9m | — |
| Smart Money Group LLC 17.38% of their portfolio | 530.1k $25.5m | — |
| JEPPSON WEALTH MANAGEMENT, LLC 11.27% of their portfolio | 516.8k $24.9m | — |
| ANDERSON HOAGLAND & CO 3.95% of their portfolio | 513.0k $24.7m | — |
| DOWLING & YAHNKE LLC 1.14% of their portfolio | 509.9k $24.5m | — |
| Long Run Wealth Advisors, LLC 9.46% of their portfolio | 496.2k $23.9m | — |
| Systematic Alpha Investments, LLC 1.44% of their portfolio | 495.0k $23.8m | — |
| MOLLER WEALTH PARTNERS 8.35% of their portfolio | 481.6k $23.2m | — |
| Alaska Permanent Capital Management, LLC 2.40% of their portfolio | 475.4k $22.9m | — |
| Verus Financial Partners, Inc. 3.29% of their portfolio | 456.6k $21.7m | — |
| Compton Financial Group, LLC 10.09% of their portfolio | 456.0k $21.9m | — |
| Janney Montgomery Scott LLC 0.09% of their portfolio | 454.5k $21.9m | — |
| Creative Planning 0.04% of their portfolio | 451.3k $21.7m | — |
| Gibson Wealth Advisors LLC 24.45% of their portfolio | 442.0k $21.3m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 437.7k $21.1m | — |
| Morningstar Investment Management LLC 3.97% of their portfolio | 435.1k $20.9m | — |
| Banco Santander, S.A. 0.27% of their portfolio | 425.0k $20.4m | — |
| Financial Architects, Inc 3.57% of their portfolio | 424.5k $20.4m | — |
| Barry Investment Advisors, LLC 6.96% of their portfolio | 422.4k $20.3m | — |
| STUDIO INVESTMENT MANAGEMENT LLC 7.24% of their portfolio | 417.7k $20.1m | — |
| Money Design Co.,Ltd. 0.75% of their portfolio | 403.2k $19.4m | — |
| Koss-Olinger Consulting, LLC 3.28% of their portfolio | 400.8k $19.3m | — |
| AdvisorNet Financial, Inc 1.90% of their portfolio | 395.4k $19.0m | — |
| FARMERS & MERCHANTS INVESTMENTS INC 0.85% of their portfolio | 394.0k $19.0m | — |
| SMI Advisory Services, LLC 6.14% of their portfolio | 392.6k $18.9m | — |
| Wealthspire Advisors, LLC 0.39% of their portfolio | 391.9k $18.9m | — |
| VAN STRUM & TOWNE INC. 8.17% of their portfolio | 368.0k $17.7m | — |
| Cetera Advisor Networks LLC 0.22% of their portfolio | 366.0k $17.6m | — |
| CHATHAM CAPITAL GROUP, INC. 4.26% of their portfolio | 360.9k $17.4m | — |
| FLOW TRADERS U.S. LLC 0.92% of their portfolio | 355.8k $17.1m | — |
| FINANCIAL CONSULATE, INC 7.17% of their portfolio | 353.3k $17.0m | — |
| Atria Wealth Solutions, Inc. 0.29% of their portfolio | 350.3k $16.9m | — |
| B. Riley Wealth Advisors, Inc. 0.50% of their portfolio | 346.1k $16.6m | — |
| Baron Financial Group, LLC 11.09% of their portfolio | 342.2k $16.5m | — |
| Graves Light Lenhart Wealth, Inc. 2.71% of their portfolio | 338.1k $16.3m | — |
| Cypress Capital, LLC 5.70% of their portfolio | 336.3k $16.2m | — |
| Steward Partners Investment Advisory, LLC 0.30% of their portfolio | 334.7k $16.1m | — |
| Rappaport Reiches Capital Management, LLC 8.03% of their portfolio | 328.7k $15.8m | — |
| Brickley Wealth Management 5.18% of their portfolio | 328.0k $15.8m | — |
| Rehmann Capital Advisory Group 1.74% of their portfolio | 325.5k $15.7m | — |
| US BANCORP \DE\ 0.03% of their portfolio | 319.8k $15.4m | — |
| Astoria Strategic Wealth, Inc. 6.90% of their portfolio | 314.3k $15.1m | — |
| J.W. COLE ADVISORS, INC. 1.25% of their portfolio | 312.2k $15.0m | — |
| CITIGROUP INC 0.02% of their portfolio | 312.0k $15.0m | — |