SEC 13F Intelligence

Prism Planning Partners LLC / VTIP

Prism Planning Partners LLC’s Vanguard Malvern Fds Position

Does Prism Planning Partners LLC own Vanguard Malvern Fds (VTIP)? Yes76.2K shares worth $4M (+4.50% of its 13F portfolio) as of Q1 2026, up from 68.8K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
76.2K
% of Portfolio
+4.50%
Quarters Held
2
currently held

Position History VTIP

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202676.2K$4M+4.50%
Q4 202568.8K$3M+3.82%

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