Who Owns ANGUARD MALVERN FDS (VTIP)? -- Institutional Holders (2026-06-30)

1,007 institutions reported holding $11.23B of ANGUARD MALVERN FDS (VTIP) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($930.6M), Valmark Advisers, Inc. ($369.1M), GOLDMAN SACHS GROUP INC ($365.7M), Savant Capital, LLC ($353.1M), MORGAN STANLEY ($323.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$930.6M18.5MAdded
2Valmark Advisers, Inc.$369.1M7.3MAdded
3GOLDMAN SACHS GROUP INC$365.7M7.3MTrimmed
4Savant Capital, LLC$353.1M7.0MAdded
5MORGAN STANLEY$323.5M6.4MAdded
6Wealthfront Advisers LLC$308.3M6.1MAdded
7SEI INVESTMENTS CO$302.4M6.0MAdded
8CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$285.5M5.7MAdded
9Focus Partners Wealth$268.1M5.3MAdded
10Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$258.5M5.1MAdded
11Wealthspire Advisors, LLC$253.4M5.0MAdded
12Focus Partners Advisor Solutions, LLC$250.9M5.0MAdded
13FMR LLC$240.6M4.8MTrimmed
14ENVESTNET ASSET MANAGEMENT INC$218.3M4.3MAdded
15BANK OF AMERICA CORP /DE/$217.0M4.3MAdded
16Klingman & Associates, LLC$131.2M2.6MAdded
17HighTower Advisors, LLC$119.9M2.4MTrimmed
18MAI Capital Management$117.5M2.3MAdded
19Alesco Advisors LLC$105.6M2.1MAdded
20BOK Financial Private Wealth, Inc.$102.0M2.0MAdded
21WELLS FARGO & COMPANY/MN$98.1M2.0MTrimmed
22STUDIO INVESTMENT MANAGEMENT LLC$93.9M1.9MAdded
23NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$92.8M1.8MAdded
24Cerity Partners LLC$87.5M1.7MAdded
25SATOVSKY ASSET MANAGEMENT LLC$86.3M1.7MAdded

来源：SEC 13F 申报文件 · 截至 2026-06-30