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Disclosery

VCRB VANGUARD MALVERN FDS

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SHS (fund)

304 managers (307 13F filers) reported a position in VCRB shares at 2026-06-30, 77,379,057 shares in all. 50 filers opened a position and 15 filers sold out during the quarter.

Managers
304
13F filers
307
New
50
Added
191
Reduced
51
Sold out
15
Shares held by filers
77,379,057

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HBK Sorce Advisory LLC11,340,350$864M16.85%+292,16613F-HRTimeline
SIGNATUREFD, LLC5,727,598$442M5.91%+281,13713F-HRTimeline
Advance Capital Management, Inc.3,854,514$298M9.62%+132,81913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,393,668$262M0.04%-52,45113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,918,533$225M0.01%+492,98613F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC2,345,516$181M3.03%+294,40613F-HRTimeline
NEPC LLC2,299,200$178M3.31%-32,50013F-HRTimeline
Martel Wealth Advisors LLC1,672,614$129M20.32%+91,83413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,574,720$122M0.21%+189,84413F-HRTimelineGroup
Diversified Portfolios, Inc.1,374,618$106M7.7%+179,93513F-HRTimeline
LPL Financial LLC1,297,437$100M0.02%+233,35313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,245,586$96.2M+83,140Timeline
Smith & Howard Wealth Management, LLC1,138,506$87.9M18.09%+49,68213F-HRTimeline
Financial Engines Advisors L.L.C.1,080,904$83.5M0.15%+98,22313F-HRTimeline
Verum Partners LLC1,067,008$82.4M12.46%+662,83113F-HRTimeline
BLB&B Advisors, LLC1,063,179$82.1M3.01%+107,75313F-HRTimeline
ALERUS FINANCIAL NA961,921$74.3M3.25%+13,14213F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC894,661$69.1M10.26%+10,93813F-HRTimeline
Heartland Bank & Trust Co838,371$64.7M13.4%+14,72213F-HRTimeline
Orion Porfolio Solutions, LLC770,284$59.5M0.46%-121,56013F-HRTimeline
Zhang Financial LLC727,196$56.2M1.64%+201,83713F-HRTimeline
Magnolia Wealth Management, LLC716,770$55.4M28.98%+73,56913F-HRTimeline
BOK Financial Private Wealth, Inc.655,898$50.7M2.6%+45,23013F-HRTimeline
New England Capital Financial Advisors …632,969$48.9M11.69%+42,09513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN594,901$45.9M0.01%+341,85413F-HRTimelineGroup
Tilson Financial Group, Inc.585,536$45.2M12.44%+25,78213F-HRTimeline
HUB Investment Partners, LLC552,085$42.6M0.78%+38,87513F-HRTimeline
Essex LLC545,388$42.1M6.39%+81,35213F-HRTimeline
Mills Wealth Advisors LLC513,604$39.7M12.49%+57,89913F-HRTimeline
Tull Financial Group, Inc.503,147$38.9M15.21%+21,10313F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC499,984$38.6M2.36%+33,10513F-HRTimeline
SJS Investment Consulting Inc.484,453$37.4M4.07%+47,24413F-HRTimeline
First Citizens Asset Management, Inc.464,660$35.9M11.47%+9,39613F-HRTimeline
Rise Advisors, LLC459,797$35.5M9.99%+158,35813F-HRTimeline
Alaethes Wealth, LLC452,682$35M10.18%+39,57013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…438,604$33.9M5.32%+57,78813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC431,363$33.3M0.04%+53,59013F-HRTimeline
Mariner, LLCin group Mariner, LLC423,553$32.7M0.03%+63,91813F-HRTimelineGroup
AMI INVESTMENT MANAGEMENT INC420,558$32.5M6.9%-4,00513F-HRTimeline
Boston Standard Wealth Management, LLC421,187$32.4M4.7%+271,49213F-HRTimeline
SACHEM HILL LLC417,284$32.2M5.73%+11,88613F-HRTimeline
Momentous Wealth Management, Inc.402,952$31.1M15.95%+22,87713F-HRTimeline
Investment Planning Advisors, Inc.402,406$31.1M7.2%+37,32813F-HRTimeline
Quantum Financial Planning Services, In…387,776$29.9M9.29%+18,73513F-HRTimeline
SoundView Advisors Inc.384,228$29.7M9.67%+3,76613F-HRTimeline
BCR Wealth Strategies, LLC381,880$29.5M8.29%+38,80213F-HRTimeline
TFO Wealth Partners, LLC376,924$29.1M3.17%+236,44413F-HRTimeline
Burton Enright Welch370,543$28.6M3.36%+77,84313F-HRTimeline
Mallini Complete Financial Planning LLC370,324$28.6M20.4%new13F-HRTimeline
Gross & Hartman Investments LLC359,182$27.7M12.25%+90,87313F-HRTimeline
NewEdge Wealth, LLC348,721$26.9M0.27%-2,12913F-HRTimeline
Cornerstone Wealth Group, LLC342,833$26.5M1.58%+10,11013F-HRTimeline
RESOLUTE CAPITAL, LLC334,463$25.8M8.91%-4,71513F-HRTimeline
CGN Advisors LLC334,261$25.8M1.88%+13,57413F-HRTimeline
SVB WEALTH LLC333,949$25.8M1.63%+10,73813F-HRTimeline
BCGM Wealth Management, LLC329,425$25.4M5.38%new13F-HRTimeline
San Luis Wealth Advisors LLC317,382$24.5M3.69%+30,69213F-HRTimeline
D'Orazio & Associates, Inc.307,966$23.8M2.75%+63,32413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE300,432$23.2M3.16%+14,95113F-HRTimeline
Acropolis Investment Management, LLC298,167$23M0.91%+8,30213F-HR/ATimeline
Central Pacific Bank - Trust Division282,575$21.8M2.22%+94,95813F-HRTimeline
Crusonia Wealth Advisors LLC280,488$21.7M3.56%+34,29013F-HRTimeline
NorthLanding Financial Partners, LLC279,076$21.6M14.91%+3,91213F-HRTimeline
Penney Financial, LLC259,865$20.1M7.02%+167,95213F-HRTimeline
Blume Capital Management, Inc.250,052$19.3M2.86%+18,20213F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…248,157$19.2M5.44%+23,98313F-HRTimeline
SCOTIA CAPITAL INC.243,337$18.8M0.07%+3,24113F-HRTimeline
Safe Harbor Family Capital, LLC241,045$18.6M12.44%+45,21913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA239,827$18.5M<0.01%+70,65413F-HRTimelineGroup
Lansing Street Advisors234,976$18.1M3.87%-22,31513F-HRTimeline
Conservest Capital Advisors, Inc.224,673$17.4M1.38%+15,59313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.220,928$17.1M0.02%new13F-HRTimelineGroup
Centric Wealth Management220,113$16.7M2.6%new13F-HRTimeline
Foundations Investment Advisors, LLC213,183$16.5M0.17%-38,14513F-HRTimeline
Chicago Partners Investment Group LLC215,667$16.4M0.33%+41,62913F-HRTimeline
Wolff Financial Management LLC211,201$16.3M3.25%+21,31413F-HRTimeline
Compton Wealth Advisory Group, LLC205,822$15.8M3.19%+17,48113F-HRTimeline
NewEdge Advisors, LLC200,752$15.5M0.05%+67,50813F-HRTimeline
HighTower Advisors, LLC195,312$15.1M0.01%+3,57113F-HRTimeline
ShankerValleau Wealth Advisors, Inc.192,792$14.9M3.92%+10,75713F-HRTimeline
Souders Financial Advisors183,265$14.2M1.42%new13F-HRTimeline
Olde Wealth Management, LLC182,514$14.1M3.99%+9,76813F-HRTimeline
Barry Investment Advisors, LLC180,906$14M2.92%+40,17613F-HRTimeline
Private Advisor Group, LLC171,635$13.3M0.06%+6,94013F-HRTimeline
INVENIO WEALTH PARTNERS LLC167,384$12.9M4.63%+3,74013F-HRTimeline
CFO4Life Group, LLC165,823$12.8M1.73%-4613F-HRTimeline
Madrid Wealth Management, LLC160,158$12.4M8.12%+27,60713F-HRTimeline
Timmons Wealth Management, LLC159,827$12.3M9.03%new13F-HRTimeline
MML INVESTORS SERVICES, LLC153,517$11.9M0.02%+51,24013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP151,560$11.7M0.15%+47,18713F-HRTimeline
AJ Advisors, LLC148,577$11.5M3.57%+5,83013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC147,365$11.4M0.14%+12,37213F-HRTimelineGroup
Main Line Retirement Advisors, LLC143,079$11.1M5.07%+48,35113F-HRTimeline
&PARTNERS142,349$11M0.05%+138,46613F-HRTimeline
Cambridge Investment Research Advisors,…139,918$10.8M0.02%+41,56913F-HR/ATimeline
Strategic Family Wealth Counselors, L.L…137,847$10.6M2.48%+10,34213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding130,153$10.1M+44,439Timeline
Gutierrez Wealth Advisory, LLC125,787$9.71M5.61%+1,05913F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…127,301$9.7M5.77%+6,90513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC119,141$9.2M0.2%-2,61313F-HRTimelineGroup
GEN Financial Management, INC.118,704$9.17M5.49%+10,19513F-HRTimeline
Tandem Investment Partners LLC111,462$8.61M6.63%+7,38913F-HRTimeline
TD Capital Management LLC111,119$8.58M0.7%+79,39113F-HRTimeline
Kaizen Financial Strategies111,040$8.53M3.37%-16,00613F-HRTimeline
Galvin, Gaustad & Stein, LLC109,839$8.48M0.63%+24,83613F-HRTimeline
Mendota Financial Group, LLC108,705$8.4M5.2%+53,26013F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department104,339$8.06M3.63%new13F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC104,011$8.03M3.35%+12,55413F-HRTimeline
Hofer & Associates. Inc100,511$7.76M3.75%+4,79413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…98,706$7.62M0.01%-80,15713F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC97,054$7.5M0.45%+7,62113F-HRTimeline
Englebert Financial Advisers, LLC96,927$7.49M7.42%-59813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.96,792$7.48M0.01%+61,73213F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS96,350$7.44M0.76%+52,94013F-HRTimeline
Kings Path Partners LLC94,808$7.32M1.95%+10,69613F-HRTimeline
XY Planning Network, Inc.94,460$7.3M0.92%new13F-HRTimeline
Addison Advisors LLC87,737$6.78M3.2%-88,72813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…84,765$6.55M0.01%new13F-HRTimelineGroup
Breakwater Investment Management82,465$6.37M2.17%-2,63113F-HRTimeline
Pinion Investment Advisors, LLC81,634$6.3M1.2%-3,13913F-HRTimeline
Enclave Advisors LLC78,493$6.06M0.79%+30,63813F-HRTimeline
OMNI 360 Wealth, Inc.75,743$5.85M2.7%+5,40913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC72,944$5.63M<0.01%+56,20613F-HRTimelineGroup
Bogart Wealth, LLC71,345$5.51M0.19%+5,78013F-HRTimeline
GatePass Capital, LLC67,978$5.25M2.01%+15,10413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC65,880$5.09M0.08%new13F-HRTimeline
Plancorp, LLC66,485$5.07M0.12%+38,28313F-HRTimeline
Echo45 Advisors LLC63,629$4.91M2.54%+5,01113F-HRTimeline
55 North Private Wealth, LLC63,009$4.87M0.96%+11,86113F-HRTimeline
Nicholas Hoffman & Company, LLC.61,740$4.77M0.1%+10,06613F-HRTimeline
Greenwich Wealth Management LLC61,639$4.76M0.17%-12,17813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC60,023$4.64M0.01%+3,24213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…59,055$4.56M<0.01%+53,91713F-HRTimelineGroup
Linscomb Wealth, Inc.57,967$4.48M0.19%+51,54713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC57,875$4.47M0.04%+8213F-HRTimelineGroup
Prosperity Bancshares Inc53,564$4.14M2.7%+6,50313F-HRTimeline
Emergent Wealth Advisors, LLC53,894$4.12M2.14%+5,17813F-HRTimeline
Savvy Advisors, Inc.52,631$4.06M0.09%-5,44813F-HRTimeline
Ethos Financial Group, LLC51,200$3.95M0.26%+2,66913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd49,254$3.8M0.03%new13F-HRTimelineGroup
Cypress Point Wealth Management, LLC47,752$3.69M0.75%new13F-HRTimeline
Integrated Wealth Concepts LLC47,702$3.68M0.02%+42,38313F-HRTimeline
Lynx Investment Advisory47,001$3.63M1.19%+2,17513F-HRTimeline
HTG Investment Advisors, Inc.45,998$3.55M0.91%new13F-HRTimeline
Keystone Financial Group44,625$3.45M0.2%+18,96513F-HRTimeline
Steffes Financial, Ltd.43,663$3.37M1.46%+30,49713F-HRTimeline
Stonebridge Financial Planning Group, L…43,555$3.36M1.07%+3,43013F-HRTimeline
Elite Life Management LLC43,787$3.34M3.9%+1,93013F-HRTimeline
Aptus Capital Advisors, LLC42,362$3.27M0.02%new13F-HRTimeline
BRIGHTON JONES LLC41,822$3.23M0.06%new13F-HRTimeline
Dickmeyer Boyce Financial Management, I…41,597$3.21M1.66%+7,57813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,424$3.2M<0.01%+13,94313F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO40,317$3.11M0.05%+1,06213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…39,447$3.05M0.03%+2,54013F-HRTimelineGroup
Leo H. Evart, Inc.38,109$2.94M2.32%new13F-HRTimeline
Thayer Partners, LLC / MA36,733$2.84M1.17%+3,26613F-HRTimeline
Coppell Advisory Solutions LLC69,625$2.77M0.3%new13F-HRTimeline
Topsail Wealth Management, LLC34,360$2.65M0.34%+9,73113F-HRTimeline
KPP Advisory Services LLC30,010$2.32M0.29%new13F-HRTimeline
Ausdal Financial Partners, Inc.29,881$2.31M0.09%-2713F-HRTimeline
Farrell Financial LLC29,356$2.27M1.23%+2,16313F-HRTimeline
CONQUIS FINANCIAL LLC29,097$2.25M1.81%+2,37913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.29,060$2.24M0.11%+13,35313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,026$2.16M<0.01%new13F-HRTimelineGroup
MCF Advisors LLC27,836$2.15M0.08%+30313F-HRTimeline
Rothschild Wealth LLC27,336$2.11M0.17%-58013F-HRTimeline
DeLarme Wealth Management, Inc.26,315$2.03M1.18%+7513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…25,583$1.98M0.11%-70013F-HRTimeline
HARBOUR INVESTMENTS, INC.24,018$1.85M0.02%+1,00313F-HRTimeline
Retirement Planning Group, LLC23,749$1.83M0.05%+3,25313F-HRTimeline
Twin Cities Retirement Group LLC23,028$1.78M1.52%+7,55413F-HRTimeline
Sanctuary Advisors, LLC22,546$1.74M0.01%+1,07113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,225$1.64M<0.01%new13F-HRTimelineGroup
Cogent Private Wealth, Inc.19,919$1.54M0.96%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC19,536$1.51M<0.01%+1,61513F-HRTimelineGroup
Greenline Wealth Management LLC19,291$1.49M1.22%new13F-HRTimeline
CRA Financial Services, LLC18,699$1.44M0.17%+14513F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC18,343$1.42M0.94%+1,67413F-HRTimeline
Harpswell Capital Advisors, LLC18,100$1.4M0.9%new13F-HRTimeline
OLD MISSION CAPITAL LLC17,519$1.35M0.03%new13F-HRTimeline
Trellis Wealth Advisors LLC17,329$1.34M0.46%+84313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.17,195$1.33M0.05%-435,88813F-HRTimelineGroup
HB Wealth Management, LLC15,991$1.24M0.01%new13F-HRTimeline
Mayflower Financial Advisors, LLC15,785$1.22M0.11%+58413F-HRTimeline
Pandowealth. LLC15,613$1.21M0.99%new13F-HR/ATimeline
Atria Investments, Inc15,462$1.19M0.01%+1,38513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,271$1.17M<0.01%+4,16313F-HRTimeline
Daner Wealth Management, LLC15,231$1.16M0.63%+4,79713F-HRTimeline
Kovack Advisors, Inc.14,585$1.13M0.05%+52513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,564$1.12M0.02%+11,35213F-HRTimelineGroup
First Citizens Financial Corp14,083$1.09M0.45%+1,04813F-HRTimeline
Farther Finance Advisors, LLC13,787$1.06M0.01%-97413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,375$1.04M<0.01%+8,57413F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC13,347$1.03M0.07%+24913F-HRTimeline
Altiora Financial Group, LLC13,002$1M0.16%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,986$926K<0.01%+8,01313F-HRTimelineGroup
PFG Advisors11,767$909K0.05%+6,67713F-HRTimeline
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, I…11,030$852K0.6%new13F-HRTimeline
1015 Capital Partners, LLC10,856$838K0.7%+3,98013F-HRTimeline
Summit Financial, LLC10,809$835K0.01%-56,02213F-HRTimeline