Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
MX ˙ BMV ˙ US9220208055
SecurityMX:VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
InstitutionBaron Financial Group, LLC
Latest Disclosed Ownership264,090 shares
Latest Disclosed Value $ 13,191,296
Baron Financial Group, LLC reports 2.96% increase in ownership of VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF

On April 9, 2026 - Baron Financial Group, LLC filed a 13F-HR form disclosing ownership of 264,090 shares of Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (MX:VTIP) valued at $13,191,296 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 256,510 shares of Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF. This represents a change in shares of 2.96% during the quarter.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-09 2026-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 264,090 7,580 2.96 13,191 3.98 7.1148
2026-01-09 2025-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 256,510 -3,525 -1.36 12,687 -3.64 6.8024
2025-10-08 2025-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 260,035 95 0.04 13,166 0.75 7.2133
2025-07-09 2025-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 259,940 -2,235 -0.85 13,067 -0.11 7.6675
2025-04-14 2025-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 262,175 -715 -0.27 13,083 2.77 8.2294
2025-01-21 2024-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 262,890 -4,655 -1.74 12,729 -3.51 7.8932
2024-10-18 2024-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 267,545 -9,570 -3.45 13,193 -1.93 8.0672
2024-07-22 2024-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 277,115 -6,258 -2.21 13,451 -0.88 8.5532
2024-04-30 2024-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 283,373 -5,845 -2.02 13,571 -1.19 8.3741
2024-01-22 2023-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 289,218 -11,170 -3.72 13,735 -3.30 8.7588
2023-10-19 2023-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 300,388 -8,475 -2.74 14,202 -3.03 9.2261
2023-08-03 2023-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 308,863 -12,100 -3.77 14,646 -4.57 9.0443
2023-04-06 2023-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 320,963 -11,960 -3.59 15,348 -1.30 9.7169
2023-01-20 2022-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 332,923 -9,265 -2.71 15,551 97,087.50 10.3088
2022-11-03 2022-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 342,188 -5,045 -1.45 16 -99.91 11.0906
2022-08-11 2022-06-30 13F Vanguard Short Inflation STRM INFPROIDX 922020805 347,233 -5,690 -1.61 17,403 -3.71 11.5062
2022-05-13 2022-03-31 13F Vanguard Short Inflation STRM INFPROIDX 922020805 352,923 25,370 7.75 18,073 7.35 10.4873
2022-02-09 2021-12-31 13F Vanguard Short Inflation STRM INFPROIDX 922020805 327,553 37,150 12.79 16,836 10.26 9.5394
2021-11-12 2021-09-30 13F Vanguard Short Inflation STRM INFPROIDX 922020805 290,403 30,590 11.77 15,269 12.14 9.2702
2021-08-06 2021-06-30 13F Vanguard Short Inflation STRM INFPROIDX 922020805 259,813 81,456 45.67 13,617 48.13 8.4716
2021-09-01 2021-03-31 13F/A-1 Vanguard Short Inflation STRM INFPROIDX 922020805 178,357 90,227 102.38 9,193 104.13 6.3314
2021-05-13 2021-03-31 13F Vanguard Short Inflation STRM INFPROIDX 922020805 178,357 90,227 9,193 6.3314
2021-09-01 2020-12-31 13F/A-1 Vanguard Short Inflation STRM INFPROIDX 922020805 88,130 33,145 60.28 4,503 60.53 3.5971
2021-02-09 2020-12-31 13F Vanguard Short Inflation STRM INFPROIDX 922020805 88,130 33,145 4,503 3.5971
2020-11-13 2020-09-30 13F Vanguard Short Inflation STRM INFPROIDX 922020805 54,985 54,985 2,805 2.6362
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.