SEC 13F Intelligence

Greystone Financial Group, LLC / VTIP

Greystone Financial Group, LLC’s Vanguard Malvern Fds Position

Does Greystone Financial Group, LLC own Vanguard Malvern Fds (VTIP)? Yes353.0K shares worth $18M (+4.99% of its 13F portfolio) as of Q1 2026, down from 581.9K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
353.0K
% of Portfolio
+4.99%
Quarters Held
13
currently held

Position History VTIP

Reported value by quarter
Q3 ’22: $7MQ3 ’22Q4 ’22: $7MQ1 ’23: $9MQ1 ’23Q2 ’23: $7MQ3 ’23: $10MQ3 ’23Q4 ’23: $6MQ3 ’24: $933,979Q3 ’24Q4 ’24: $1MQ1 ’25: $1MQ1 ’25Q2 ’25: $35MQ3 ’25: $30MQ3 ’25Q4 ’25: $29MQ1 ’26: $18MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026353.0K$18M+4.99%
Q4 2025581.9K$29M+4.49%
Q3 2025592.1K$30M+4.65%
Q2 2025697.5K$35M+5.77%
Q1 202520.9K$1M+0.19%
Q4 202424.5K$1M+0.21%
Q3 202418.9K$933,979+0.17%
Q4 2023117.6K$6M+1.29%
Q3 2023217.3K$10M+2.56%
Q2 2023154.9K$7M+1.70%
Q1 2023193.1K$9M+2.33%
Q4 2022152.6K$7M+2.09%
Q3 2022153.1K$7M+2.50%

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