Who Owns VANGUARD MALVERN FDS (VTIP)? -- Institutional Holders (2026-03-31)
963 institutions reported holding $10.10B of VANGUARD MALVERN FDS (VTIP) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($888.6M), GOLDMAN SACHS GROUP INC ($583.4M), Valmark Advisers, Inc. ($353.3M), MORGAN STANLEY ($291.0M), SEI INVESTMENTS CO ($286.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $888.6M | 17.8M | Trimmed |
| 2 | GOLDMAN SACHS GROUP INC | $583.4M | 11.7M | Added |
| 3 | Valmark Advisers, Inc. | $353.3M | 7.1M | Added |
| 4 | MORGAN STANLEY | $291.0M | 5.8M | Added |
| 5 | SEI INVESTMENTS CO | $286.1M | 5.7M | Trimmed |
| 6 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $272.1M | 5.4M | Trimmed |
| 7 | FMR LLC | $246.9M | 4.9M | Trimmed |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $244.3M | 4.9M | Added |
| 9 | Wealthfront Advisers LLC | $242.5M | 4.9M | Added |
| 10 | Focus Partners Wealth | $229.9M | 4.6M | Added |
| 11 | Wealthspire Advisors, LLC | $222.6M | 4.5M | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $216.0M | 4.3M | Added |
| 13 | Focus Partners Advisor Solutions, LLC | $208.8M | 4.2M | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $189.7M | 3.8M | Added |
| 15 | Savant Capital, LLC | $175.1M | 3.5M | Trimmed |
| 16 | HighTower Advisors, LLC | $142.2M | 2.8M | Added |
| 17 | WELLS FARGO & COMPANY/MN | $123.2M | 2.5M | Added |
| 18 | Klingman & Associates, LLC | $121.1M | 2.4M | Added |
| 19 | EVOKE WEALTH, LLC | $115.5M | 2.3M | Added |
| 20 | Alesco Advisors LLC | $104.9M | 2.1M | Added |
| 21 | STUDIO INVESTMENT MANAGEMENT LLC | $92.5M | 1.9M | Added |
| 22 | SATOVSKY ASSET MANAGEMENT LLC | $85.4M | 1.7M | Added |
| 23 | BOK Financial Private Wealth, Inc. | $84.2M | 1.7M | Added |
| 24 | First Interstate Bank | $76.0M | 1.5M | Added |
| 25 | Fund Evaluation Group, LLC | $74.3M | 1.5M | Added |
Source: SEC Form 13F filings · as of 2026-03-31