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
InstitutionWhite Lighthouse Investment Management Inc.
Latest Disclosed Ownership169,803 shares
Latest Disclosed Value $ 8,481,646
White Lighthouse Investment Management Inc. reports 28.72% increase in ownership of VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF

On May 14, 2026 - White Lighthouse Investment Management Inc. filed a 13F-HR form disclosing ownership of 169,803 shares of Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (MX:VTIP) valued at $8,481,646 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 131,912 shares of Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF. This represents a change in shares of 28.72% 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.

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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 169,803 37,891 28.72 8,482 30.00 1.1767
2026-02-09 2025-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 131,912 6,784 5.42 6,524 2.98 0.9107
2025-11-13 2025-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 125,128 9,388 8.11 6,335 8.89 0.9658
2025-07-30 2025-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 115,740 2,969 2.63 5,818 3.39 0.9463
2025-05-12 2025-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 112,771 -1,732 -1.51 5,627 1.50 1.0049
2025-02-04 2024-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 114,503 10,567 10.17 5,544 8.18 0.9741
2024-10-30 2024-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 103,936 3,721 3.71 5,125 5.37 0.9195
2024-07-15 2024-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 100,215 5,292 5.58 4,864 7.02 0.9385
2024-05-07 2024-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 94,923 27,978 41.79 4,546 42.97 0.9234
2024-01-23 2023-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 66,945 2,186 3.38 3,179 3.85 0.6958
2023-10-18 2023-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 64,759 3,125 5.07 3,062 4.76 0.7434
2023-08-07 2023-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 61,634 608 1.00 2,923 0.14 0.6977
2023-04-20 2023-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 61,026 -1,230 -1.98 2,918 0.38 0.7352
2023-01-24 2022-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 62,256 -4,934 -7.34 2,908 -10.08 0.7901
2022-10-18 2022-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 67,190 -537 -0.79 3,233 -4.74 0.9415
2022-07-20 2022-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 67,727 -1,288 -1.87 3,394 -3.96 0.9711
2022-04-20 2022-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 69,015 -4,886 -6.61 3,534 -6.98 0.8988
2022-01-12 2021-12-31 13F Ishares Core Us Growth Etf VTIP 922020805 73,901 -516 -0.69 3,799 -2.91 0.9466
2021-10-20 2021-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 74,417 -783 -1.04 3,913 -0.71 1.0499
2021-07-26 2021-06-30 13F Vanguard Short-Term Infl-Prot Secs ETF` VTIP 922020805 75,200 3,227 4.48 3,941 6.26 1.0798
2021-05-07 2021-03-31 13F Vanguard Short-Term Infl-Prot Secs ETF` VTIP 922020805 71,973 5,281 7.92 3,709 8.83 1.1350
2021-02-03 2020-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 66,692 992 1.51 3,408 1.67 1.0876
2020-10-15 2020-09-30 13F Vanguard Short-Term Infl-Prot Secs ETF` Common 922020805 65,700 -2,919 -4.25 3,352 -2.64 1.1606
2020-07-23 2020-06-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 68,619 -21,038 -23.46 3,443 -21.18 1.2644
2020-04-07 2020-03-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 89,657 -1,983 -2.16 4,368 -3.28 1.8281
2020-01-24 2019-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 91,640 7,419 8.81 4,516 9.32 1.6563
2019-11-12 2019-09-30 13F Vanguard Short-Term Infl-Prot Secs ETF` Common 922020805 84,221 6,451 8.29 4,131 7.69 1.6625
2019-07-31 2019-06-30 13F Vanguard Short-Term Infl-Prot Secs ETF` Common 922020805 77,770 15,984 25.87 3,836 27.53 1.6009
2019-05-08 2019-03-31 13F Vanguard Short-Term Infl-Prot Secs ETF Common 922020805 61,786 21,779 54.44 3,008 56.91 1.3810
2019-01-23 2018-12-31 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 40,007 23,855 147.69 1,917 145.45 1.0531
2018-10-24 2018-09-30 13F VANGUARD MALVERN FDS STRM INFPROIDX 922020805 16,152 16,152 781 0.3984
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.