Skip to content
Disclosery

VCRB VANGUARD MALVERN FDS

Follow

SHS (fund)

168 managers (170 13F filers) reported a position in VCRB shares at 2025-06-30, 32,693,614 shares in all. 48 filers opened a position and 14 filers sold out during the quarter.

Managers
168
13F filers
170
New
48
Added
85
Reduced
27
Sold out
14
Shares held by filers
32,693,614

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC8,213,718$637M17.26%+255,68113F-HRTimeline
SIGNATUREFD, LLC4,555,932$353M6.03%+1,030,82713F-HRTimeline
Martel Wealth Advisors LLC1,384,604$107M19.91%+31,91513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,115,767$86.6M0.2%+983,46813F-HRTimelineGroup
Orion Porfolio Solutions, LLC960,085$74.5M0.64%+66,01413F-HR/ATimeline
Diversified Portfolios, Inc.891,655$69.2M6.6%+118,22613F-HRTimeline
Smith & Howard Wealth Management, LLC872,703$67.7M17.18%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC828,445$64.3M1.39%+343,59913F-HRTimeline
Financial Engines Advisors L.L.C.825,903$64.1M0.13%+28,74813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/704,242$54.6M<0.01%+495,83313F-HRTimelineGroup
Magnolia Wealth Management, LLC601,601$46.7M30.43%+19,60513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding542,018$42M+19,881Timeline
LPL Financial LLC482,581$37.4M0.01%+177,76413F-HRTimeline
Tull Financial Group, Inc.459,913$35.7M16.23%+249,02913F-HRTimeline
Tilson Financial Group, Inc.431,491$33.5M12.62%-1,93813F-HRTimeline
HUB Investment Partners, LLC390,657$30.3M1.06%+28,91913F-HRTimeline
Mills Wealth Advisors LLC387,849$30.1M13.8%+71,44213F-HRTimeline
SACHEM HILL LLC373,229$29M5.91%-30,36813F-HRTimeline
Mariner, LLCin group Mariner, LLC352,465$27.3M0.04%+260,72213F-HRTimelineGroup
Quantum Financial Planning Services, In…342,796$26.6M12.52%+268,91413F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.331,656$25.7M1.33%new13F-HRTimelineGroup
Momentous Wealth Management, Inc.327,879$25.4M16.44%+26,02113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC317,475$24.6M0.04%new13F-HRTimelineGroup
NewEdge Wealth, LLC288,067$22.3M0.35%new13F-HRTimeline
Cornerstone Wealth Group, LLC278,667$21.6M1.62%+1,39913F-HRTimeline
BCR Wealth Strategies, LLC254,508$19.7M7.64%+99,71613F-HRTimeline
SJS Investment Consulting Inc.250,309$19.4M3.08%+85,68913F-HRTimeline
Verum Partners LLC245,018$19M4.38%-10,56113F-HRTimeline
San Luis Wealth Advisors LLC211,195$16.4M3.52%-223,68613F-HRTimeline
Foundations Investment Advisors, LLC187,202$14.5M0.23%+12,44813F-HRTimeline
Burton Enright Welch182,688$14.2M2.46%+4,60613F-HRTimeline
CGN Advisors LLC177,842$13.8M1.23%-36,08013F-HRTimeline
HighTower Advisors, LLC177,211$13.7M0.02%+7,43013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC173,405$13.5M3.47%new13F-HRTimeline
CFO4Life Group, LLC157,305$12.2M1.91%+13,70713F-HRTimeline
ShankerValleau Wealth Advisors, Inc.156,621$12.2M3.47%+5,38913F-HRTimeline
INVENIO WEALTH PARTNERS LLC145,775$11.3M4.5%new13F-HRTimeline
AJ Advisors, LLC126,686$9.83M4.37%+9,44313F-HRTimeline
Kaizen Financial Strategies122,783$9.53M4.84%+3,33513F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…121,433$9.42M3.77%+42,33013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC120,292$9.33M0.18%+104,80413F-HRTimelineGroup
Private Advisor Group, LLC118,839$9.22M0.05%+7,96513F-HRTimeline
NorthLanding Financial Partners, LLC117,512$9.12M8.07%+24,39113F-HRTimeline
McIlrath & Eck, LLC115,743$8.98M1.02%-7,16113F-HRTimeline
Gutierrez Wealth Advisory, LLC112,717$8.74M5.86%+25913F-HRTimeline
Chicago Partners Investment Group LLC107,504$8.28M0.24%+97,46013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,022$7.91M0.01%-2,94213F-HRTimelineGroup
Compton Wealth Advisory Group, LLC99,301$7.7M1.95%+23,69113F-HRTimeline
Lansing Street Advisors90,738$7.04M2.1%+8,46413F-HRTimeline
Pinion Investment Advisors, LLC88,855$6.89M2.38%-89,25113F-HRTimeline
Hofer & Associates. Inc85,133$6.6M4.12%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC84,165$6.53M0.17%+24,31713F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…83,641$6.49M1.3%+6,38213F-HRTimeline
Breakwater Investment Management82,930$6.43M2.49%+68,51813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp82,271$6.38M0.28%-54,59813F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…80,885$6.28M4.89%+5,61113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC79,862$6.2M0.01%+6,39913F-HRTimeline
Tandem Investment Partners LLC77,289$6M5.23%+4,92613F-HRTimeline
Cambridge Investment Research Advisors,…75,820$5.88M0.02%+16,08613F-HRTimeline
Penney Financial, LLC73,828$5.73M2.91%new13F-HRTimeline
Barry Investment Advisors, LLC73,231$5.68M1.41%+20,07613F-HRTimeline
MML INVESTORS SERVICES, LLC70,215$5.45M0.02%+6,60513F-HRTimeline
OMNI 360 Wealth, Inc.67,682$5.25M3.26%+6,23713F-HR/ATimeline
Strategic Family Wealth Counselors, L.L…63,121$4.9M1.4%+5,65313F-HRTimeline
Kings Path Partners LLC59,200$4.59M1.85%+31,81613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC58,657$4.55M0.72%-5313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC58,120$4.51M<0.01%new13F-HRTimelineGroup
Greenwich Wealth Management LLC56,823$4.41M0.21%-27,87913F-HRTimeline
Cetera Investment Advisers56,679$4.4M0.01%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC55,546$4.31M0.29%+25,40313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC54,315$4.21M2.17%+31013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,801$4.02M<0.01%+1,97213F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP49,838$3.87M0.08%+9,44213F-HRTimeline
Bogart Wealth, LLC48,882$3.79M0.16%+7,83313F-HRTimeline
Galvin, Gaustad & Stein, LLC48,054$3.73M0.32%+29,93413F-HRTimeline
OLD MISSION CAPITAL LLC46,105$3.58M0.1%new13F-HRTimeline
Elite Life Management LLC45,173$3.5M9.02%+54313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,227$3.2M0.01%+31,46013F-HR/ATimelineGroup
Nicholas Hoffman & Company, LLC.39,800$3.09M0.08%+2,53713F-HRTimeline
FLOW TRADERS U.S. LLC36,814$2.86M0.11%+27,16413F-HRTimeline
Crossmark Global Holdings, Inc.35,707$2.77M0.04%+1,13213F-HRTimeline
Retirement Planning Group, LLC34,684$2.69M0.11%-4,12913F-HRTimeline
Enclave Advisors LLC33,148$2.57M0.42%+2,19613F-HRTimeline
Ethos Financial Group, LLC31,938$2.48M0.21%+10,69613F-HRTimeline
OneDigital Investment Advisors LLC31,155$2.42M0.03%+3,07813F-HRTimeline
NewEdge Advisors, LLC30,300$2.35M0.01%+2,19813F-HRTimeline
D'Orazio & Associates, Inc.29,450$2.28M0.32%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…27,393$2.13M0.15%-13013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp25,389$1.97M<0.01%-1,27813F-HRTimelineGroup
Rothschild Wealth LLC24,404$1.89M0.46%-50513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,260$1.88M0.05%-11,31813F-HRTimeline
Coppell Advisory Solutions LLC24,061$1.86M0.22%+5,71113F-HR/ATimeline
Savvy Advisors, Inc.23,265$1.8M0.12%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,272$1.65M<0.01%+8,30613F-HR/ATimelineGroup
Lynx Investment Advisory19,557$1.52M0.99%+1,36013F-HRTimeline
Mendota Financial Group, LLC17,534$1.36M1.29%+16,42313F-HRTimeline
Conservest Capital Advisors, Inc.16,869$1.31M0.13%new13F-HRTimeline
Sanctuary Advisors, LLC16,386$1.27M0.01%new13F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC16,328$1.25M0.26%new13F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC15,803$1.23M1.06%+5,15413F-HRTimeline
Topsail Wealth Management, LLC14,964$1.16M0.21%+12,00513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,457$1.04M<0.01%-23113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC12,203$947K0.08%+1,41513F-HRTimeline
Daner Wealth Management, LLC11,866$919K0.63%13F-HRTimeline
Trellis Wealth Advisors LLC11,598$900K0.39%new13F-HRTimeline
Atria Investments, Inc11,544$896K0.01%-10,81413F-HRTimeline
Dynamic Advisor Solutions LLC10,550$818K0.03%+2,40013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,236$794K<0.01%new13F-HRTimelineGroup
FARMERS TRUST CO7,918$614K0.11%013F-HRTimeline
TD Capital Management LLC7,629$592K0.06%+5,07613F-HRTimeline
L.K. Benson & Company, P.C.7,595$589K0.36%+2,02713F-HRTimeline
HRT FINANCIAL LP7,438$577K<0.01%new13F-HRTimeline
Keystone Financial Group6,809$528K0.05%new13F-HRTimeline
Atria Wealth Solutions, Inc.6,701$520K0.01%-5,18913F-HRTimeline
Advyzon Investment Management, LLC6,685$519K0.11%new13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC6,333$491K0.1%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,257$485K0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,125$475K0.03%+10513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,827$452K<0.01%new13F-HRTimelineGroup
Cornerstone Advisory, LLC5,766$447K0.05%+20613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,700$442K<0.01%new13F-HRTimeline
Pasadena Private Wealth, LLC5,316$412K0.07%+2813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,299$411K0.01%new13F-HRTimelineGroup
Keystone Wealth Services, LLC5,093$395K0.1%+1,54213F-HRTimeline
NOVEM GROUP4,333$336K0.04%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,255$330K<0.01%-29713F-HRTimelineGroup
Ariadne Wealth Management, LP3,973$309K0.15%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,973$308K<0.01%+67313F-HRTimelineGroup
SWMG, LLC3,825$294K0.1%-8,38013F-HRTimeline
Zhang Financial LLC3,778$293K0.01%+1,00713F-HRTimeline
Dentgroup LLC3,536$274K0.19%new13F-HRTimeline
Rialto Wealth Management, LLC3,427$266K0.07%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,318$257K0.01%new13F-HRTimeline
Regal Investment Advisors LLC3,282$255K0.02%new13F-HRTimeline
BAKER BOYER NATIONAL BANK3,257$253K0.09%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,223$250K<0.01%new13F-HRTimelineGroup
TFO Wealth Partners, LLC2,911$226K0.04%new13F-HRTimeline
Integrated Wealth Concepts LLC2,861$222K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.2,725$211K0.08%+2,52813F-HRTimeline
Ashton Thomas Private Wealth, LLC2,718$211K0.01%new13F-HRTimeline
LRI Investments, LLC2,614$203K0.02%-6313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,612$203K<0.01%+2913F-HR/ATimelineGroup
Retirement Wealth Solutions LLC2,523$196K0.14%new13F-HRTimeline
Physician Wealth Advisors, Inc.2,483$193K0.03%013F-HRTimeline
Global Retirement Partners, LLC2,124$165K<0.01%13F-HRTimeline
Olistico Wealth, LLC2,005$156K0.09%+31113F-HRTimeline
PRIVATE TRUST CO NA1,929$150K0.01%-1913F-HRTimeline
AE Wealth Management LLC1,585$123K<0.01%-49213F-HRTimeline
Accredited Wealth Management, LLC1,480$115K0.09%013F-HRTimeline
AdvisorNet Financial, Inc1,305$101K0.01%+86213F-HRTimeline
Medallion Wealth Advisors, LLC1,102$85.2K0.03%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC1,044$81K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding906$70.3KnewTimeline
Addison Advisors LLC890$69K0.02%new13F-HRTimeline
Asset Dedication, LLC720$55.9K<0.01%new13F-HRTimeline
STEPH & CO657$51K0.02%+11913F-HRTimeline
Mid-American Wealth Advisory Group, Inc.394$30.6K0.01%new13F-HRTimeline
IFP Advisors, Inc336$26.1K<0.01%-513F-HRTimeline
HAZLETT, BURT & WATSON, INC.337$26K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC328$25.5K<0.01%new13F-HRTimelineGroup
Keystone Financial Group, Inc.305$23.4K0.01%-1,11313F-HRTimeline
HARBOUR INVESTMENTS, INC.235$18.2K<0.01%new13F-HRTimeline
GeoWealth Management, LLC219$17K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO189$14.7K<0.01%+18913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC63$4.89K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.12$931<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$120<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.