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Disclosery

VCRB VANGUARD MALVERN FDS

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SHS (fund)

136 managers (137 13F filers) reported a position in VCRB shares at 2025-03-31, 26,387,634 shares in all. 53 filers opened a position and 7 filers sold out during the quarter.

Managers
136
13F filers
137
New
53
Added
68
Reduced
6
Sold out
7
Shares held by filers
26,387,634

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
HBK Sorce Advisory LLC7,958,037$616M18.09%+770,41513F-HRTimeline
SIGNATUREFD, LLC3,525,105$273M5.17%new13F-HRTimeline
Martel Wealth Advisors LLC1,352,689$105M20.86%+255,53713F-HRTimeline
Orion Porfolio Solutions, LLC894,071$69.2M0.68%new13F-HRTimeline
Orion Portfolio Solutions, LLC894,071$69.2M0.68%new13F-HR/ATimeline
Financial Engines Advisors L.L.C.797,155$61.7M0.13%+36,81413F-HRTimeline
Diversified Portfolios, Inc.773,429$59.9M6.3%+213,34313F-HRTimeline
Magnolia Wealth Management, LLC581,996$45.1M32.32%-18,14213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding522,137$40.4M+482,214Timeline
Forvis Mazars Wealth Advisors, LLC484,846$37.5M0.9%+309,04913F-HRTimeline
San Luis Wealth Advisors LLC434,881$33.7M7.61%-84,15313F-HR/ATimeline
Tilson Financial Group, Inc.433,429$33.6M13.28%+38,74513F-HRTimeline
SACHEM HILL LLC403,597$31.3M6.14%new13F-HRTimeline
HUB Investment Partners, LLC361,738$28M1.13%+53,47413F-HRTimeline
Mills Wealth Advisors LLC316,407$24.5M13.01%+26,25313F-HRTimeline
LPL Financial LLC304,817$23.6M0.01%+285,34713F-HRTimeline
Momentous Wealth Management, Inc.301,858$23.4M16.55%+54,30713F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…297,313$23M4.22%new13F-HRTimelineGroup
Cornerstone Wealth Group, LLC277,268$21.5M1.78%new13F-HRTimeline
Verum Partners LLC255,579$19.8M5.34%+69,75513F-HRTimeline
CGN Advisors LLC213,922$16.6M1.62%+27,47613F-HRTimeline
Tull Financial Group, Inc.210,884$16.3M9.51%+37,85213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/208,409$16.1M<0.01%new13F-HRTimelineGroup
Pinion Investment Advisors, LLC178,106$13.8M3.04%+80,04013F-HRTimeline
Burton Enright Welch178,082$13.8M2.8%+30,63513F-HRTimeline
Foundations Investment Advisors, LLC174,754$13.5M0.25%+3,65413F-HRTimeline
HighTower Advisors, LLC169,781$13.1M0.02%+63,35113F-HRTimeline
SJS Investment Consulting Inc.164,620$12.7M2.17%+19,08913F-HRTimeline
BCR Wealth Strategies, LLC154,792$12M5.26%new13F-HRTimeline
ShankerValleau Wealth Advisors, Inc.151,232$11.7M3.8%+2,78613F-HRTimeline
CFO4Life Group, LLC143,598$11.1M1.87%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp136,869$10.6M0.48%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC132,299$10.2M0.03%new13F-HRTimelineGroup
McIlrath & Eck, LLC122,904$9.52M1.17%+9,25613F-HRTimeline
Kaizen Financial Strategies119,448$9.25M5.34%+20,35313F-HRTimeline
AJ Advisors, LLC117,243$9.08M4.65%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC112,458$8.71M7.07%+5,48013F-HRTimeline
Private Advisor Group, LLC110,874$8.58M0.05%+4,08413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP104,964$8.13M0.01%+7,00313F-HRTimelineGroup
NorthLanding Financial Partners, LLC93,121$7.21M7.08%+9,54313F-HRTimeline
Mariner, LLCin group Mariner, LLC91,743$7.1M0.01%new13F-HRTimelineGroup
Greenwich Wealth Management LLC84,702$6.56M0.5%+4,45913F-HRTimeline
Lansing Street Advisors82,274$6.37M2.13%+11,22713F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…79,103$6.11M2.75%+47,69413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…77,259$5.89M1.27%+68,10613F-HRTimeline
Compton Wealth Advisory Group, LLC75,610$5.85M1.62%+53,10313F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…75,274$5.83M5.18%+23,45113F-HRTimeline
Quantum Financial Planning Services, In…73,882$5.72M3.13%+4,65513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC73,463$5.69M0.01%+28,00113F-HRTimeline
Tandem Investment Partners LLC72,363$5.6M5.53%+1,57113F-HRTimeline
Olde Wealth Management, LLC70,424$5.45M1.92%new13F-HRTimeline
MML INVESTORS SERVICES, LLC63,610$4.92M0.02%new13F-HRTimeline
OMNI 360 Wealth, Inc.61,445$4.76M3.19%+17,90713F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC59,848$4.63M0.14%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…59,734$4.62M0.02%+51,68813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC58,710$4.55M0.87%+5,47813F-HRTimeline
Strategic Family Wealth Counselors, L.L…57,468$4.45M1.45%+18,86913F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC54,005$4.18M2.3%+11,33413F-HRTimeline
Barry Investment Advisors, LLC53,155$4.12M1.09%+7,36913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,829$3.86M<0.01%+43,09513F-HRTimelineGroup
Elite Life Management LLC44,630$3.46M10.78%+4,97913F-HRTimeline
Bogart Wealth, LLC41,049$3.18M0.15%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP40,396$3.13M0.08%new13F-HRTimeline
Retirement Planning Group, LLC38,813$3.01M0.14%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.37,263$2.89M0.11%-5,84413F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
AXXCESS WEALTH MANAGEMENT, LLC35,578$2.75M0.08%new13F-HRTimeline
Crossmark Global Holdings, Inc.34,575$2.68M0.05%new13F-HRTimeline
Enclave Advisors LLC30,952$2.4M0.41%-4,10913F-HRTimeline
BOSTON FAMILY OFFICE LLC30,143$2.33M0.17%+7,98713F-HRTimeline
NewEdge Advisors, LLC28,102$2.18M0.01%+3,16213F-HRTimeline
OneDigital Investment Advisors LLC28,077$2.17M0.03%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…27,523$2.13M0.16%+1,44013F-HRTimeline
Kings Path Partners LLC27,384$2.12M1.04%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp26,667$2.06M<0.01%new13F-HRTimelineGroup
Rothschild Wealth LLC24,909$1.93M0.54%new13F-HRTimeline
Atria Investments, Inc22,358$1.73M0.02%new13F-HRTimeline
Ethos Financial Group, LLC21,242$1.64M0.16%new13F-HRTimeline
Coppell Advisory Solutions LLC18,350$1.42M0.2%new13F-HRTimeline
Lynx Investment Advisory18,197$1.41M0.94%+10,24813F-HRTimeline
Galvin, Gaustad & Stein, LLC18,120$1.4M0.13%+5,43413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,488$1.17M0.03%013F-HRTimelineGroup
Breakwater Investment Management14,412$1.12M0.48%+8,30413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,688$1.06M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,966$1M<0.01%+6,98713F-HR/ATimelineGroup
SWMG, LLC12,205$941K0.37%new13F-HRTimeline
Atria Wealth Solutions, Inc.11,890$921K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC10,788$835K0.08%+3,85213F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC10,649$825K0.83%+4,48413F-HRTimeline
Chicago Partners Investment Group LLC10,044$771K0.03%+1,51213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,767$756K<0.01%+4,71613F-HRTimelineGroup
FLOW TRADERS U.S. LLC9,650$747K0.03%+6,29413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,578$664K<0.01%+7,59413F-HRTimelineGroup
Dynamic Advisor Solutions LLC8,150$631K0.02%new13F-HRTimeline
FARMERS TRUST CO7,918$613K0.12%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,020$466K0.03%013F-HRTimelineGroup
L.K. Benson & Company, P.C.5,568$431K0.3%+1,49413F-HRTimeline
Cornerstone Advisory, LLC5,560$426K0.05%+20313F-HRTimeline
Pasadena Private Wealth, LLC5,288$409K0.08%+99013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,552$352K<0.01%new13F-HRTimelineGroup
MARSHALL INVESTMENT MANAGEMENT, LLC3,983$308K0.19%+2,85713F-HRTimeline
Ariadne Wealth Management, LP3,973$303K0.16%+42013F-HRTimeline
Goepper Burkhardt LLC3,602$279K0.11%new13F-HRTimeline
Keystone Wealth Services, LLC3,551$275K0.07%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,439$266K<0.01%new13F-HRTimelineGroup
Rialto Wealth Management, LLC3,427$265K0.08%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,300$256K<0.01%-25313F-HRTimelineGroup
BAKER BOYER NATIONAL BANK3,257$252K0.09%013F-HRTimeline
GWN SECURITIES INC.3,236$251K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC3,054$236K<0.01%-66113F-HRTimeline
Topsail Wealth Management, LLC2,959$229K0.05%new13F-HRTimeline
Plancorp, LLC2,846$220K0.01%+5513F-HRTimeline
Zhang Financial LLC2,771$215K0.01%new13F-HRTimeline
LRI Investments, LLC2,677$207K0.02%+33613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,583$200K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC2,553$198K0.02%+59213F-HRTimeline
Physician Wealth Advisors, Inc.2,483$192K0.03%+19313F-HRTimeline
AE Wealth Management LLC2,077$161K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,948$151K0.02%new13F-HRTimeline
Olistico Wealth, LLC1,694$131K0.08%+42313F-HRTimeline
Accredited Wealth Management, LLC1,480$115K0.1%013F-HRTimeline
Keystone Financial Group, Inc.1,418$109K0.08%+24013F-HRTimeline
Mendota Financial Group, LLC1,111$86K0.09%+813F-HRTimeline
Continuum Advisory, LLC952$73.7K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC648$50.2K<0.01%new13F-HRTimeline
STEPH & CO538$41.7K0.01%013F-HRTimeline
AdvisorNet Financial, Inc443$34.3K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management396$30.7K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc341$26.4K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/300$23.2K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.197$15.3K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG137$10.6K<0.01%new13F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO44$3.41K<0.01%new13F-HRTimelineGroup
Bernard Wealth Management Corp.12$930<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11$852<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$67<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.