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Disclosery

VCRB VANGUARD MALVERN FDS

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SHS (fund)

273 managers (276 13F filers) reported a position in VCRB shares at 2026-03-31, 69,083,488 shares in all. 43 filers opened a position and 15 filers sold out during the quarter.

Managers
273
13F filers
276
New
43
Added
178
Reduced
29
Sold out
15
Shares held by filers
69,083,488

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SageView Advisory Group, LLC4,971$385K0.01%013F-HRTimeline
Partners in Financial Planning4,878$377K0.06%+4713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,801$370K<0.01%+4,80113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,693$363K<0.01%+2,77313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS4,681$362K<0.01%+37813F-HRTimeline
Dynamic Advisor Solutions LLC4,635$359K0.01%+3113F-HRTimeline
EWA, LLC4,617$357K0.08%-10,96913F-HRTimeline
SWMG, LLC4,613$357K0.1%+3213F-HRTimeline
Snowden Capital Advisors LLC4,456$345K0.01%+80813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,410$341K<0.01%-5613F-HRTimelineGroup
SWEENEY & MICHEL, LLC4,336$336K0.1%+33113F-HRTimeline
Strategic Blueprint, LLC4,334$335K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,158$324K0.1%+1,21313F-HRTimeline
Vigil Wealth Management, LLC4,124$319K0.26%+32213F-HRTimeline
Approach Retirement Advisors, LLC4,085$316K0.26%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,973$307K<0.01%013F-HRTimelineGroup
Ariadne Wealth Management, LP3,973$307K0.14%013F-HRTimeline
Parkside Financial Bank & Trust3,900$302K0.02%+12013F-HRTimeline
Canal Capital Management, LLC3,872$300K0.04%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,856$298K0.01%new13F-HRTimeline
CacheTech Inc.3,839$297K0.06%new13F-HRTimeline
LRI Investments, LLC3,743$290K0.03%+7713F-HRTimeline
Revisor Wealth Management LLC3,588$278K0.08%-1413F-HRTimeline
Creative Planningin group Creative Planning3,548$275K<0.01%new13F-HRTimelineGroup
Jones Kertz & Associates, Inc.3,474$269K0.14%new13F-HRTimeline
&PARTNERS3,883$254K<0.01%new13F-HRTimeline
BAKER BOYER NATIONAL BANK3,257$252K0.08%013F-HRTimeline
CWS Financial Advisors, LLC3,218$249K0.06%-9913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,212$249K0.01%new13F-HRTimelineGroup
Swisher Financial Concepts, Inc.3,205$248K0.14%013F-HRTimeline
Cape Investment Advisory, Inc.3,152$244K0.08%-46713F-HRTimeline
Wayfinding Financial, LLC3,103$240K0.1%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,863$222K<0.01%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,729$211K0.04%new13F-HRTimeline
Medallion Wealth Advisors, LLC2,677$207K0.07%+25113F-HRTimeline
Stirlingshire Investments, Inc.2,671$207K0.18%013F-HRTimeline
CWM, LLCin group CWM, LLC2,608$202K<0.01%+2,02013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC2,600$201K<0.01%new13F-HRTimeline
Olistico Wealth, LLC2,331$180K0.09%+22413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,126$165K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC2,054$159K<0.01%-2213F-HRTimeline
PRIVATE TRUST CO NA1,873$145K0.01%-45713F-HRTimeline
IFP Advisors, Inc1,565$121K<0.01%+1,13813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,449$112K<0.01%+1013F-HRTimelineGroup
Ankerstar Wealth, LLC1,200$92.9K0.1%-68213F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC1,191$92.2K0.04%new13F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,034$80K0.08%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,024$79.2K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc783$60.6K0.02%+613F-HRTimeline
Arax Advisory Partners756$58.5K<0.01%-18413F-HRTimeline
Capital Investment Advisory Services, L…742$57.4K<0.01%+413F-HRTimeline
AdvisorNet Financial, Inc727$56.3K<0.01%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV652$50.5K<0.01%+413F-HRTimeline
Steward Partners Investment Advisory, L…646$50K<0.01%013F-HRTimeline
STEPH & CO431$33.4K0.01%-22613F-HRTimeline
Geneos Wealth Management Inc.430$33.3K<0.01%013F-HRTimeline
Signature Equity Partners, LLC380$29.4K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC328$25.4K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC315$24.4K<0.01%new13F-HRTimeline
Tidemark, LLC270$20.9K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…237$18.3K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC233$18K<0.01%+113F-HRTimeline
Financial Freedom, LLC217$16.8K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB205$15.9K<0.01%013F-HRTimeline
Financial Avengers, Inc.175$13.5K0.01%new13F-HRTimeline
Vision Retirement, LLC143$11.1K<0.01%new13F-HRTimeline
Larson Financial Group LLC115$8.9K<0.01%013F-HRTimeline
Allworth Financial LP96$7.42K<0.01%+113F-HRTimeline
CURIO WEALTH, LLC61$4.72K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC60$4.64K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…51$3.95K<0.01%new13F-HRTimelineGroup
Triumph Capital Management45$3.48K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.12$929<0.01%013F-HRTimeline