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Disclosery

VCRB VANGUARD MALVERN FDS

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SHS (fund)

307 managers (310 13F filers) reported a position in VCRB shares at 2026-06-30, 77,396,511 shares in all. 52 filers opened a position and 15 filers sold out during the quarter.

Managers
307
13F filers
310
New
52
Added
192
Reduced
51
Sold out
15
Shares held by filers
77,396,511

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
OneDigital Investment Advisors LLC10,689$826K0.01%-4,12613F-HRTimeline
MONTAG A & ASSOCIATES INC10,315$797K0.03%+4,29913F-HRTimeline
EP Wealth Advisors, LLC10,252$792K<0.01%new13F-HRTimeline
Ketron Financial9,280$717K0.22%+84813F-HRTimeline
Advyzon Investment Management, LLC8,840$683K0.05%+7913F-HRTimeline
Nicholas Wealth, LLC.7,978$616K0.34%+2,52613F-HRTimeline
L.K. Benson & Company, P.C.7,916$611K0.18%+4513F-HRTimeline
Wealthspire Advisors, LLC7,842$606K<0.01%new13F-HRTimeline
Pasadena Private Wealth, LLC7,515$580K0.07%+44313F-HRTimeline
Cetera Investment Advisers7,403$572K<0.01%-95,30213F-HRTimeline
Cornerstone Advisory, LLC7,251$560K0.05%+28413F-HRTimeline
Patriot Financial Group Insurance Agenc…7,083$548K0.06%-5,34313F-HRTimeline
Beacon Pointe Advisors, LLC7,027$543K<0.01%-62913F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK6,648$513K0.24%new13F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…6,611$511K0.21%new13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding6,609$510K-231Timeline
Ashton Thomas Private Wealth, LLC6,324$488K0.01%-89513F-HRTimeline
J.W. COLE ADVISORS, INC.6,258$483K0.01%new13F-HRTimeline
Ellis Investment Partners, LLC6,236$482K0.07%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,100$471K<0.01%+3,50013F-HRTimeline
Physician Wealth Advisors, Inc.6,021$465K0.06%+86513F-HRTimeline
Creative Planningin group Creative Planning5,997$463K<0.01%+2,44913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,710$441K0.01%+45613F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,702$440K0.01%+1,84613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,631$435K<0.01%+29813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,458$422K<0.01%-1,46313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,347$413K<0.01%+66613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,285$408K0.02%-43513F-HRTimelineGroup
Owl Creek Wealth Partners LLC5,224$403K0.12%+24713F-HRTimeline
SageView Advisory Group, LLC5,159$398K0.01%+18813F-HRTimeline
NOVEM GROUP5,069$391K0.04%-15013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,983$385K<0.01%new13F-HRTimelineGroup
Partners in Financial Planning4,911$379K0.06%+3313F-HRTimeline
SWMG, LLC4,931$377K0.09%+31813F-HRTimeline
GeoWealth Management, LLC4,815$372K0.01%-54713F-HRTimeline
Dynamic Advisor Solutions LLC4,688$362K0.01%+5313F-HRTimeline
Oak Wealth Advisors LLC4,554$352K0.17%new13F-HRTimeline
Snowden Capital Advisors LLC4,536$350K0.01%+8013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,533$350K<0.01%+12313F-HRTimelineGroup
LRI Investments, LLC4,481$346K0.03%+73813F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,391$343K0.09%+23313F-HRTimeline
Haverford Trust Co4,322$334K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,285$331K<0.01%-116,47813F-HRTimelineGroup
Parkside Financial Bank & Trust4,195$324K0.02%+29513F-HRTimeline
Approach Retirement Advisors, LLC4,084$315K0.23%-113F-HRTimeline
Jones Kertz & Associates, Inc.4,058$313K0.14%+58413F-HRTimeline
SWEENEY & MICHEL, LLC4,104$312K0.08%-23213F-HRTimeline
Ariadne Wealth Management, LP3,973$307K0.14%013F-HRTimeline
FCG Investment Co3,863$298K0.1%new13F-HRTimeline
Vigil Wealth Management, LLC3,759$290K0.21%-36513F-HRTimeline
FLOW TRADERS U.S. LLC3,597$278K0.01%new13F-HRTimeline
Revisor Wealth Management LLC3,578$276K0.07%-1013F-HRTimeline
Strategic Blueprint, LLC3,362$260K0.01%-97213F-HRTimeline
CWS Financial Advisors, LLC3,329$257K0.06%+11113F-HRTimeline
Betterment LLC3,290$254K<0.01%new13F-HRTimeline
BAKER BOYER NATIONAL BANK3,257$252K0.07%013F-HRTimeline
Ariston Services Group3,214$248K0.14%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,194$247K0.04%+46513F-HRTimeline
Wayfinding Financial, LLC3,103$239K0.09%013F-HRTimeline
Peterson Wealth Advisors, LLC3,059$236K0.03%new13F-HRTimeline
Cape Investment Advisory, Inc.2,974$230K0.06%-17813F-HRTimeline
AE Wealth Management LLC2,916$225K<0.01%+86213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,829$219K<0.01%-3413F-HR/ATimeline
Medallion Wealth Advisors, LLC2,765$214K0.07%+8813F-HRTimeline
Stirlingshire Investments, Inc.2,671$206K0.15%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,634$203K<0.01%-2,05913F-HRTimelineGroup
Olistico Wealth, LLC2,286$177K0.08%-4513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,186$169K<0.01%+6013F-HRTimelineGroup
PRIVATE TRUST CO NA1,861$144K0.01%-1213F-HRTimeline
Continuum Advisory, LLC1,815$140K0.01%new13F-HRTimeline
Global Retirement Partners, LLC1,629$126K<0.01%13F-HRTimeline
TD Waterhouse Canada Inc.1,625$125K<0.01%new13F-HRTimeline
Arax Advisory Partners1,564$121K<0.01%+80813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,466$113K<0.01%+1713F-HRTimelineGroup
Portfolio Resources Advisor Group, Inc.1,094$84.5K0.07%+6013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,024$79.1K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.1,000$77.2K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC917$70.8K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…888$68.6K<0.01%+83713F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC808$62.4K0.03%-38313F-HRTimeline
Glass Jacobson Investment Advisors llc792$61.1K0.02%+913F-HRTimeline
Capital Investment Advisory Services, L…749$57.9K<0.01%+713F-HRTimeline
AdvisorNet Financial, Inc736$56.8K<0.01%+913F-HRTimeline
Financial Avengers, Inc.729$56.3K0.02%+55413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV690$53.3K<0.01%+3813F-HRTimeline
Ankerstar Wealth, LLC665$51.4K0.04%-53513F-HRTimeline
Steward Partners Investment Advisory, L…646$49.9K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB592$45.7K<0.01%+38713F-HRTimeline
Blue Trust, Inc.549$42.4K<0.01%new13F-HRTimeline
Bank of New Hampshire525$40.5K0.01%new13F-HRTimeline
IFP Advisors, Inc469$36.2K<0.01%-1,09613F-HRTimeline
Atomic Invest LLC456$35.4K<0.01%new13F-HRTimeline
STEPH & CO431$33.3K0.01%013F-HRTimeline
Geneos Wealth Management Inc.430$33.2K<0.01%013F-HRTimeline
Signature Equity Partners, LLC366$28.3K0.01%-1413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC328$25.3K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC315$24.3K<0.01%013F-HRTimeline
Tidemark, LLC270$20.9K<0.01%013F-HRTimeline
Larson Financial Group LLC227$17.5K<0.01%+11213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC208$16.1K<0.01%-2513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\160$12.4K<0.01%new13F-HRTimelineGroup
Allworth Financial LP70$5.42K<0.01%-2613F-HRTimeline
IFG Advisory, LLC69$5.33K<0.01%new13F-HRTimeline
Triumph Capital Management45$3.48K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.36$2.78K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.12$927<0.01%013F-HRTimeline
MATHER GROUP, LLC.1$76<0.01%new13F-HRTimeline