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

SecurityVTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership8,555 shares
Latest Disclosed Value $ 427,338
Sowell Financial Services LLC reports 21.49% increase in ownership of VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 8,555 shares of Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (US:VTIP) valued at $427,322 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 7,042 shares of Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF. This represents a change in shares of 21.49% during the quarter. The current value of the position is $431,600 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)
2026-04-20 2026-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8,555 1,513 21.49 427 22.70 0.0158
2026-01-21 2025-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7,042 667 10.46 348 8.07 0.0128
2025-10-17 2025-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 6,375 65 1.03 323 1.58 0.0124
2025-07-14 2025-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 6,310 -186 -2.86 317 -2.16 0.0129
2025-04-17 2025-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 6,496 6,496 324 0.0148
2025-02-07 2024-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 0 -10,390 -100.00 0 -100.00
2024-10-04 2024-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 10,390 -2,606 -20.05 512 -18.86 0.0238
2024-08-13 2024-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 12,996 -9,058 -41.07 631 -40.25 0.0301
2024-05-03 2024-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 22,054 -33,810 -60.52 1,056 -60.20 0.0498
2024-01-24 2023-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 55,864 -31,341 -35.94 2,653 -35.65 0.1437
2023-11-08 2023-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 87,205 5,337 6.52 4,123 6.18 0.2588
2023-08-14 2023-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 81,868 18,670 29.54 3,883 129,333.33 0.2165
2023-05-12 2023-03-31 13F VANGUARD MALVERN FDS ETF 922020805 63,198 -55,534 -46.77 3 -40.00 0.2332
2023-02-09 2022-12-31 13F Vanguard SHRT Inf Prot Sec Index ETF ETF 922020805 118,732 37,379 45.95 6 -99.87 0.3590
2022-11-15 2022-09-30 13F Vanguard SHRT Inf Prot Sec Index ETF ETF 922020805 81,353 17,229 26.87 3,914 21.78 0.3946
2022-08-15 2022-06-30 13F VANGUARD MALVERN FDS ETF 922020805 64,124 50,434 368.40 3,214 358.49 0.2971
2022-05-13 2022-03-31 13F VANGUARD MALVERN FDS ETF 922020805 13,690 -19,143 -58.30 701 -58.47 0.1225
2022-02-09 2021-12-31 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 32,833 -24,927 -43.16 1,688 -44.42 0.0968
2021-11-04 2021-09-30 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 57,760 -517 -0.89 3,037 -0.56 0.2051
2021-08-05 2021-06-30 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 58,277 -288,750 -83.21 3,054 -83.15 0.2023
2021-05-07 2021-03-31 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 347,027 43,253 14.24 18,122 16.74 0.6308
2021-01-13 2020-12-31 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 303,774 43,544 16.73 15,523 16.92 0.6631
2020-11-12 2020-09-30 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 260,230 36,038 16.07 13,277 18.04 0.6631
2020-08-13 2020-06-30 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 224,192 113,615 102.75 11,248 108.80 0.6182
2020-05-12 2020-03-31 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 110,577 108,367 4,903.48 5,387 4,842.20 0.3987
2020-02-07 2019-12-31 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 2,210 2,195 14,633.33 109 10,800.00 0.0083
2019-11-14 2019-09-30 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 15 15 1 0.0001
2018-01-29 2017-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 0 -4,511 -100.00 0 -100.00
2017-11-07 2017-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4,511 4,511 223 0.0581
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.