Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
US ˙ NasdaqGM ˙ US9220208055

SecurityVTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
InstitutionAries Wealth Management
Latest Disclosed Ownership35,802 shares
Latest Disclosed Value $ 1,788,310
Aries Wealth Management reports 13.42% increase in ownership of VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 35,802 shares of Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (US:VTIP) valued at $1,788,310 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 31,566 shares of Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF. This represents a change in shares of 13.42% during the quarter. The current value of the position is $1,806,211 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 35,802 4,236 13.42 1,788 14.54 0.3932
2026-01-30 2025-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 31,566 421 1.35 1,561 -0.95 0.3457
2025-11-10 2025-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 31,145 800 2.64 1,577 3.34 0.3731
2025-07-28 2025-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 30,345 485 1.62 1,525 2.35 0.3986
2025-04-17 2025-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 29,860 -42 -0.14 1,490 2.97 0.4046
2025-01-30 2024-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 29,902 -2,433 -7.52 1,448 -9.22 0.3986
2024-10-31 2024-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 32,335 2,000 6.59 1,594 8.29 0.4383
2024-07-25 2024-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 30,335 1,000 3.41 1,472 4.84 0.4640
2024-05-03 2024-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 29,335 -600 -2.00 1,405 -1.20 0.4528
2024-01-10 2023-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 29,935 0 0.00 1,422 0.85 0.5070
2023-10-19 2023-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 29,935 -10,899 -26.69 1,410 -27.22 0.5519
2023-07-14 2023-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 40,834 -1,154 -2.75 1,936 -3.54 0.7508
2023-04-11 2023-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 41,988 -1,536 -3.53 2,008 -1.28 0.8234
2023-01-19 2022-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 43,524 10,209 30.64 2,033 27.78 0.8763
2022-11-02 2022-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 33,315 0 0.00 1,591 -4.73 0.7041
2022-07-27 2022-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 33,315 33,315 1,670 0.7582
2022-04-23 2022-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 0 -31,100 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 31,100 3,200 11.47 1,599 9.00 0.6093
2022-01-18 2021-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 217,700 189,800 11,190 0.6124
2021-10-13 2021-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 27,900 1,900 7.31 1,467 7.63 0.6206
2021-07-14 2021-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 26,000 4,000 18.18 1,363 19.77 0.5830
2021-04-20 2021-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 22,000 6,000 37.50 1,138 38.95 0.5112
2021-01-22 2020-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 16,000 0 0.00 819 0.37 0.4092
2020-10-14 2020-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 16,000 2,800 21.21 816 23.26 0.4631
2020-07-09 2020-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 13,200 2,200 20.00 662 22.37 0.4041
2020-04-09 2020-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 11,000 0 0.00 541 -0.37 0.4125
2020-01-13 2019-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 11,000 500 4.76 543 5.44 0.3315
2019-10-22 2019-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 10,500 5,000 90.91 515 90.04 0.3425
2019-07-15 2019-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5,500 0 0.00 271 1.12 0.1894
2019-04-09 2019-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5,500 0 0.00 268 1.52 0.2004
2019-01-15 2018-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5,500 0 0.00 264 -0.75 0.2800
2018-11-14 2018-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5,500 0 0.00 266 -0.75 0.2389
2018-08-07 2018-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5,500 0 0.00 268 -0.37 0.2478
2018-04-17 2018-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5,500 0 0.00 269 0.37 0.2606
2018-02-05 2017-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5,500 5,500 268 0.2468
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.