SEC 13F Intelligence

Gradient Capital Advisors, LLC / VTIP

Gradient Capital Advisors, LLC’s Vanguard Malvern Fds Position

Does Gradient Capital Advisors, LLC own Vanguard Malvern Fds (VTIP)? Yes — 169.8K shares worth $9M (+1.98% of its 13F portfolio) as of Q2 2026, up from 161.9K shares the prior filed quarter.

Position Value
$9M
Q2 2026
Shares
169.8K
% of Portfolio
+1.98%
Quarters Held
31
currently held

Position History VTIP

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $7MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $8MQ4 ’20: $9MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $12MQ4 ’21: $12MQ4 ’21Q1 ’22: $12MQ2 ’22: $11MQ3 ’22: $10MQ4 ’22: $9MQ4 ’22Q1 ’23: $8MQ2 ’23: $8MQ3 ’23: $7MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $8MQ2 ’25: $7MQ3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $8MQ2 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026169.8K$9M+1.98%
Q1 2026161.9K$8M+2.10%
Q4 2025153.4K$8M+1.96%
Q3 2025154.5K$8M+2.10%
Q2 2025140.1K$7M+2.08%
Q1 2025151.0K$8M+2.46%
Q4 2024152.6K$7M+2.38%
Q3 2024141.9K$7M+2.32%
Q2 2024139.8K$7M+2.43%
Q1 2024136.0K$7M+2.39%
Q4 2023129.2K$6M+2.34%
Q3 2023149.5K$7M+2.96%
Q2 2023160.9K$8M+3.06%
Q1 2023174.1K$8M+3.54%
Q4 2022189.8K$9M+4.03%
Q3 2022212.5K$10M+4.88%
Q2 2022224.3K$11M+5.40%
Q1 2022233.2K$12M+5.06%
Q4 2021233.7K$12M+5.00%
Q3 2021220.1K$12M+5.31%
Q2 2021210.2K$11M+5.16%
Q1 2021189.4K$10M+5.17%
Q4 2020170.8K$9M+4.98%
Q3 2020153.6K$8M+4.89%
Q2 2020139.3K$7M+4.72%
Q1 2020124.7K$6M+4.90%
Q4 2019148.5K$7M+5.09%
Q3 2019145.4K$7M+5.33%
Q2 2019146.1K$7M+5.54%
Q1 2019152.2K$7M+5.91%
Q4 2018159.7K$8M+6.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gradient Capital Advisors, LLC’s full portfolio or all institutional holders of VTIP.