SEC 13F Intelligence

Elevate Wealth Advisory, Inc / VTIP

Elevate Wealth Advisory, Inc’s Vanguard Malvern Fds Position

Does Elevate Wealth Advisory, Inc own Vanguard Malvern Fds (VTIP)? Yes — 45.2K shares worth $2M (+1.43% of its 13F portfolio) as of Q1 2026, up from 44.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
45.2K
% of Portfolio
+1.43%
Quarters Held
10
currently held

Position History VTIP

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.2K$2M+1.43%
Q4 202544.1K$2M+1.49%
Q3 202539.5K$2M+1.45%
Q2 202539.1K$2M+1.40%
Q1 202543.8K$2M+1.55%
Q4 202443.4K$2M+1.58%
Q3 202442.9K$2M+1.57%
Q2 202443.2K$2M+1.70%
Q1 202444.4K$2M+1.85%
Q4 202349.8K$2M+2.17%

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