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

SecurityVTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
InstitutionSpire Wealth Management
Latest Disclosed Ownership116,592 shares
Latest Disclosed Value $ 5,823,769
Spire Wealth Management reports 6.93% increase in ownership of VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF

On April 22, 2026 - Spire Wealth Management filed a 13F-HR form disclosing ownership of 116,592 shares of Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (US:VTIP) valued at $5,823,770 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 109,031 shares of Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF. This represents a change in shares of 6.93% during the quarter. The current value of the position is $5,882,066 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)
2026-04-22 2026-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 116,592 7,561 6.93 5,824 7.99 0.1255
2026-01-14 2025-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 109,031 9,612 9.67 5,393 7.13 0.1806
2025-10-23 2025-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 99,419 -467 -0.47 5,034 0.24 0.1713
2025-08-04 2025-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 99,886 6,609 7.09 5,021 7.89 0.1804
2025-04-23 2025-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 93,277 4,920 5.57 4,655 8.79 0.1490
2025-01-24 2024-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 88,357 6,121 7.44 4,278 5.50 0.1329
2024-10-15 2024-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 82,236 11,706 16.60 4,055 18.46 0.1367
2024-07-31 2024-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 70,530 -2,242 -3.08 3,424 -1.78 0.1208
2024-04-24 2024-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 72,772 7,304 11.16 3,485 11.99 0.0633
2024-02-06 2023-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 65,468 62,654 2,226.51 3,112 2,239.85 0.1028
2023-11-08 2023-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2,814 58 2.10 133 2.31 0.0051
2023-08-09 2023-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2,756 -1,490 -35.09 131 -35.96 0.0048
2023-05-09 2023-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4,246 -2,770 -39.48 203 0.0079
2023-02-03 2022-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7,016 -1,172 -14.31 0 -100.00 0.0185
2022-11-07 2022-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8,188 -36,144 -81.53 394 -82.27 0.0239
2022-07-22 2022-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 44,332 -52,101 -54.03 2,222 -55.00 0.0916
2022-04-18 2022-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 96,433 11,026 12.91 4,938 12.48 0.1322
2022-01-14 2021-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 85,407 39,357 85.47 4,390 81.33 0.0974
2021-10-22 2021-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 46,050 12,016 35.31 2,421 35.71 0.0641
2021-07-26 2021-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 34,034 9,206 37.08 1,784 39.38 0.0483
2021-05-21 2021-03-31 13F/A-1 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 24,828 24,828 1,280 0.0341
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.