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Disclosery

VCRB VANGUARD MALVERN FDS

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SHS (fund)

246 managers (247 13F filers) reported a position in VCRB shares at 2025-12-31, 52,678,257 shares in all. 39 filers opened a position and 10 filers sold out during the quarter.

Managers
246
13F filers
247
New
39
Added
141
Reduced
34
Sold out
10
Shares held by filers
52,678,257

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Revisor Wealth Management LLC3,602$281K0.08%new13F-HRTimeline
CWS Financial Advisors, LLC3,317$258K0.07%+50413F-HRTimeline
Regal Investment Advisors LLC3,298$257K0.02%-313F-HRTimeline
BAKER BOYER NATIONAL BANK3,257$254K0.08%013F-HRTimeline
Swisher Financial Concepts, Inc.3,205$250K0.14%new13F-HRTimeline
Wayfinding Financial, LLC3,103$241K0.1%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,945$231K0.07%+97813F-HRTimeline
Concorde Asset Management, LLC2,892$225K0.09%-37413F-HRTimeline
Stirlingshire Investments, Inc.2,671$208K0.18%13F-HRTimeline
Medallion Wealth Advisors, LLC2,426$189K0.06%+1,33513F-HRTimeline
PRIVATE TRUST CO NA2,330$181K0.02%-813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,126$166K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC2,107$164K0.08%new13F-HRTimeline
AE Wealth Management LLC2,076$162K<0.01%+19813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,920$150K<0.01%+1,83913F-HR/ATimelineGroup
Ankerstar Wealth, LLC1,882$147K0.15%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,492$116K<0.01%-3,01213F-HRTimelineGroup
Global Retirement Partners, LLC1,464$114K<0.01%-1,11413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,439$112K<0.01%+2313F-HR/ATimelineGroup
Portfolio Resources Advisor Group, Inc.1,034$80.5K0.08%13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,024$79.8K<0.01%013F-HRTimeline
Arax Advisory Partners940$73.2K<0.01%-1,20413F-HRTimeline
Glass Jacobson Investment Advisors llc777$60.6K0.02%+1213F-HRTimeline
Capital Investment Advisory Services, L…738$57.5K<0.01%+60613F-HRTimeline
Retirement Wealth Solutions LLC729$56.8K0.04%013F-HRTimeline
AdvisorNet Financial, Inc723$56.3K<0.01%-62213F-HRTimeline
STEPH & CO657$51.2K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV648$50.4K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…646$50.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC588$46K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.430$33.5K<0.01%+38013F-HRTimeline
IFP Advisors, Inc427$33.3K<0.01%-1313F-HRTimeline
Signature Equity Partners, LLC380$29.6K0.02%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC328$25.6K<0.01%013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC265$20.6K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.235$18.3K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC232$18.1K<0.01%+10813F-HRTimeline
Wilmington Savings Fund Society, FSB205$16K<0.01%013F-HRTimeline
GODSEY & GIBB, INC170$13.2K<0.01%new13F-HRTimeline
Larson Financial Group LLC115$8.96K<0.01%new13F-HRTimeline
Allworth Financial LP95$7.42K<0.01%new13F-HRTimeline
Triumph Capital Management45$3.5K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.12$935<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$68<0.01%-6813F-HRTimelineGroupAmount filed as zero, left out of ratios.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
FIRST CITIZENS INVESTOR SERVICES, INC.0$0-369,29313F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.