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
InstitutionGraves-Light Private Wealth Management, Inc.
Latest Disclosed Ownership171,634 shares
Latest Disclosed Value $ 8,573,098
Graves-Light Private Wealth Management, Inc. reports 3.83% increase in ownership of VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF

On April 8, 2026 - Graves-Light Private Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 171,634 shares of Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (MX:VTIP) valued at $8,573,098 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 165,299 shares of Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF. This represents a change in shares of 3.83% 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)
2026-04-08 2026-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 171,634 6,335 3.83 8,573 4.87 0.8920
2026-01-09 2025-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 165,299 9,465 6.07 8,176 3.63 0.8671
2025-10-07 2025-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 155,834 6,149 4.11 7,890 4.85 0.8755
2025-07-09 2025-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 149,685 960 0.65 7,525 1.39 0.8954
2025-04-09 2025-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 148,725 5,104 3.55 7,421 6.72 0.9109
2025-01-14 2024-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 143,621 3,109 2.21 6,954 0.38 0.8646
2024-11-14 2024-09-30 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 140,512 -8,142 -5.48 6,929 -3.02 0.8521
2024-08-14 2024-06-30 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 148,654 -3,842 -2.52 7,144 -2.18 0.8172
2024-05-13 2024-03-31 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 152,496 -803 -0.52 7,303 0.32 0.8461
2024-05-13 2023-12-31 13F/A-1 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 153,299 596 0.39 7,280 1.92 0.9043
2024-02-09 2023-12-31 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 153,299 596 7,280 0.9043
2023-11-13 2023-09-30 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 152,703 -210,140 -57.91 7,143 -58.49 0.9701
2023-08-14 2023-06-30 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 362,843 7,544 2.12 17,206 1.27 2.3241
2023-05-15 2023-03-31 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 355,299 18,282 5.42 16,990 7.93 2.6304
2023-02-14 2022-12-31 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 337,017 -1,098 -0.32 15,742 -3.23 2.4213
2022-11-14 2022-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 338,115 -13,117 -3.73 16,267 -7.59 2.7119
2022-08-15 2022-06-30 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 351,232 15,914 4.75 17,604 2.52 2.6871
2022-05-13 2022-03-31 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 335,318 276 0.08 17,172 -0.28 2.3959
2022-02-14 2021-12-31 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 335,042 16,702 5.25 17,221 2.89 2.4488
2021-11-15 2021-09-30 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 318,340 26,673 9.15 16,738 9.50 2.6432
2021-07-12 2021-06-30 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 291,667 34,361 13.35 15,286 15.26 2.4513
2021-04-09 2021-03-31 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 257,306 36,986 16.79 13,262 17.80 2.2728
2021-02-04 2020-12-31 13F VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 220,320 8,116 3.82 11,258 3.98 2.0990
2020-11-10 2020-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 212,204 2,146 1.02 10,827 2.73 2.3955
2020-07-31 2020-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 210,058 3,282 1.59 10,539 4.62 2.4699
2020-04-29 2020-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 206,776 52,494 34.02 10,074 32.50 2.7153
2020-01-21 2019-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 154,282 5,735 3.86 7,603 4.07 1.5982
2019-11-12 2019-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 148,547 4,046 2.80 7,306 2.53 1.6121
2024-05-13 2019-06-30 13F/A-1 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 144,501 777 0.54 7,127 1.86 1.7053
2019-07-24 2019-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 144,501 777 7,127 1.6677
2024-05-10 2019-03-31 13F/A-1 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ETF 922020805 143,724 4,660 3.35 6,996 4.98 1.7822
2019-04-11 2019-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 143,724 4,660 6,996 1.7309
2019-01-26 2018-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 139,064 139,064 6,664 1.9552
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.