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Disclosery

VCRB VANGUARD MALVERN FDS

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SHS (fund)

201 managers (202 13F filers) reported a position in VCRB shares at 2025-09-30, 42,456,960 shares in all. 41 filers opened a position and 11 filers sold out during the quarter.

Managers
201
13F filers
202
New
41
Added
128
Reduced
22
Sold out
11
Shares held by filers
42,456,960

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC8,642,784$680M17.06%+429,06613F-HR/ATimeline
SIGNATUREFD, LLC4,778,198$375M5.91%+222,26613F-HRTimeline
Martel Wealth Advisors LLC1,444,032$113M19.84%+59,42813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,311,580$103M2.04%+483,13513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,297,448$102M0.22%+181,68113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,113,926$87.3M0.01%+409,68413F-HR/ATimelineGroup
Diversified Portfolios, Inc.1,038,100$81.4M7.18%+146,44513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,034,938$81.1M+492,920Timeline
Orion Porfolio Solutions, LLC972,596$76.3M0.59%+12,51113F-HRTimeline
Smith & Howard Wealth Management, LLC936,692$73.4M17.12%+63,98913F-HRTimeline
ALERUS FINANCIAL NA911,317$71.5M3.64%new13F-HRTimeline
Financial Engines Advisors L.L.C.874,544$68.6M0.13%+48,64113F-HRTimeline
LPL Financial LLC830,840$65.1M0.02%+348,25913F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC808,270$63.4M10.84%+801,93713F-HRTimeline
BLB&B Advisors, LLC676,246$53M2.29%new13F-HRTimeline
Magnolia Wealth Management, LLC606,472$47.6M29.42%+4,87113F-HRTimeline
Tull Financial Group, Inc.461,904$36.2M15.99%+1,99113F-HRTimeline
Tilson Financial Group, Inc.461,275$36.2M11.89%+29,78413F-HRTimeline
First Citizens Asset Management, Inc.445,089$34.9M12.38%new13F-HR/ATimeline
AMI INVESTMENT MANAGEMENT INC423,737$33.2M7.71%+250,33213F-HRTimeline
HUB Investment Partners, LLC411,160$32.2M1.19%+20,50313F-HRTimeline
Alaethes Wealth, LLC407,395$31.9M9.06%new13F-HRTimeline
Mills Wealth Advisors LLC398,281$31.2M12.71%+10,43213F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.384,875$30.2M1.4%+53,21913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC382,696$30M0.04%+30,23113F-HRTimelineGroup
SACHEM HILL LLC375,217$29.4M5.89%+1,98813F-HRTimeline
FIRST CITIZENS INVESTOR SERVICES, INC.369,293$29M11.19%13F-HRTimeline
Quantum Financial Planning Services, In…340,754$26.7M10.81%-2,04213F-HRTimeline
Momentous Wealth Management, Inc.330,596$25.9M16.44%+2,71713F-HRTimeline
SJS Investment Consulting Inc.329,988$25.9M3.54%+79,67913F-HRTimeline
NewEdge Wealth, LLC316,754$24.7M0.35%+28,68713F-HRTimeline
Essex LLC309,563$24.3M4.4%new13F-HRTimeline
BCR Wealth Strategies, LLC287,631$22.6M7.93%+33,12313F-HRTimeline
Cornerstone Wealth Group, LLC286,434$22.5M1.52%+7,76713F-HRTimeline
Verum Partners LLC276,754$21.7M4.61%+31,73613F-HRTimeline
Investment Planning Advisors, Inc.274,509$21.5M6.77%new13F-HRTimeline
CGN Advisors LLC259,276$20.3M1.67%+81,43413F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE234,490$18.4M2.67%new13F-HRTimeline
San Luis Wealth Advisors LLC228,620$17.9M3.23%+17,42513F-HR/ATimeline
Rise Advisors, LLC222,133$17.4M6.25%new13F-HRTimeline
Burton Enright Welch219,321$17.2M2.6%+36,63313F-HRTimeline
SVB WEALTH LLC206,151$16.2M0.87%new13F-HRTimeline
Foundations Investment Advisors, LLC199,672$15.7M0.23%+12,47013F-HRTimeline
Lansing Street Advisors185,395$14.5M3.86%+94,65713F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…182,450$14.3M5.24%+61,01713F-HRTimeline
HighTower Advisors, LLC179,758$14.1M0.02%+2,54713F-HRTimeline
ShankerValleau Wealth Advisors, Inc.167,149$13.1M3.36%+10,52813F-HRTimeline
Olde Wealth Management, LLC166,361$13M4.02%13F-HRTimeline
CFO4Life Group, LLC159,930$12.5M1.82%+2,62513F-HRTimeline
Wolff Financial Management LLC158,959$12.5M2.89%new13F-HRTimeline
INVENIO WEALTH PARTNERS LLC157,916$12.4M4.51%+12,14113F-HRTimeline
McIlrath & Eck, LLC156,794$12.3M1.27%+41,05113F-HRTimeline
Addison Advisors LLC153,379$12M2.79%+152,48913F-HRTimeline
D'Orazio & Associates, Inc.134,073$10.5M1.39%+104,62313F-HRTimeline
AJ Advisors, LLC128,906$10.1M4.14%+2,22013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC128,706$10.1M0.17%+8,41413F-HRTimelineGroup
Kaizen Financial Strategies128,027$10M4.53%+5,24413F-HRTimeline
NorthLanding Financial Partners, LLC126,977$9.96M8.31%+9,46513F-HRTimeline
Private Advisor Group, LLC125,790$9.86M0.05%+6,95113F-HRTimeline
Compton Wealth Advisory Group, LLC121,763$9.55M2.21%+22,46213F-HRTimeline
Chicago Partners Investment Group LLC119,096$9.42M0.25%+11,59213F-HRTimeline
Gutierrez Wealth Advisory, LLC119,023$9.33M5.97%+6,30613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP109,616$8.6M0.01%+7,59413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC100,015$7.84M0.01%+20,15313F-HRTimeline
Barry Investment Advisors, LLC98,335$7.71M1.77%+25,10413F-HRTimeline
NewEdge Advisors, LLC98,092$7.69M0.03%+67,79213F-HRTimeline
Leonard Rickey Investment Advisors P.L.…93,438$7.33M1.38%+9,79713F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…90,197$7.1M5.32%+9,31213F-HRTimeline
Pinion Investment Advisors, LLC87,439$6.91M1.89%-1,41613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC87,934$6.89M0.17%+3,76913F-HRTimelineGroup
Cambridge Investment Research Advisors,…87,803$6.88M0.02%+11,98313F-HRTimeline
Ethos Financial Group, LLC87,758$6.88M0.54%+55,82013F-HRTimeline
Hofer & Associates. Inc86,233$6.76M3.87%+1,10013F-HRTimeline
Tandem Investment Partners LLC83,883$6.58M5.4%+6,59413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC83,221$6.53M0.01%-234,25413F-HRTimelineGroup
Breakwater Investment Management82,809$6.49M2.39%-12113F-HRTimeline
Strategic Family Wealth Counselors, L.L…79,075$6.2M1.6%+15,95413F-HRTimeline
Penney Financial, LLC77,332$6.06M2.72%+3,50413F-HRTimeline
MML INVESTORS SERVICES, LLC75,634$5.93M0.02%+5,41913F-HRTimeline
OMNI 360 Wealth, Inc.73,150$5.74M3.22%+5,46813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC70,537$5.53M<0.01%+18,73613F-HRTimelineGroup
Kings Path Partners LLC69,669$5.46M2.01%+10,46913F-HRTimeline
Cetera Investment Advisers68,823$5.4M0.01%+12,14413F-HRTimeline
Galvin, Gaustad & Stein, LLC66,650$5.23M0.42%+18,59613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP63,947$5.01M0.1%+14,10913F-HRTimeline
BOSTON FAMILY OFFICE LLC62,906$4.93M0.31%+7,36013F-HRTimeline
Summit Financial, LLC62,129$4.87M0.07%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC59,929$4.7M0.65%+1,27213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC59,073$4.63M2.24%+4,75813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC58,125$4.56M0.05%new13F-HRTimelineGroup
Bogart Wealth, LLC56,225$4.41M0.18%+7,34313F-HRTimeline
Greenwich Wealth Management LLC54,640$4.28M0.21%-2,18313F-HRTimeline
Elite Life Management LLC52,261$4.11M8.4%+7,08813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,535$4.04M0.01%+10,30813F-HRTimelineGroup
OAK HILL WEALTH ADVISORS, LLC41,560$3.26M0.61%+25,23213F-HRTimeline
Nicholas Hoffman & Company, LLC.40,964$3.21M0.08%+1,16413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,145$2.99M<0.01%+16,87313F-HRTimelineGroup
Zhang Financial LLC37,749$2.96M0.12%+33,97113F-HRTimeline
Crossmark Global Holdings, Inc.36,478$2.86M0.04%+77113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,727$2.64M<0.01%+8,33813F-HRTimelineGroup
Enclave Advisors LLC33,725$2.64M0.4%+57713F-HRTimeline
Retirement Planning Group, LLC31,810$2.49M0.09%-2,87413F-HRTimeline
Mendota Financial Group, LLC31,210$2.45M1.83%+13,67613F-HRTimeline
OneDigital Investment Advisors LLC30,985$2.43M0.02%-17013F-HRTimeline
Coppell Advisory Solutions LLC30,441$2.39M0.25%+6,38013F-HRTimeline
Lynx Investment Advisory30,245$2.37M1.42%+10,68813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC29,481$2.31M0.05%+5,22113F-HRTimeline
Rothschild Wealth LLC29,094$2.28M0.5%+4,69013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…29,094$2.28M1.03%new13F-HRTimeline
FLOW TRADERS U.S. LLC28,317$2.22M0.09%-8,49713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…27,648$2.17M0.14%+25513F-HRTimeline
Conservest Capital Advisors, Inc.25,099$1.97M0.18%+8,23013F-HRTimeline
Topsail Wealth Management, LLC24,906$1.95M0.33%+9,94213F-HRTimeline
Accredited Wealth Management, LLC2,070$1.89M1.42%+59013F-HRTimeline
CONQUIS FINANCIAL LLC23,668$1.86M1.76%new13F-HRTimeline
Savvy Advisors, Inc.22,753$1.78M0.08%-51213F-HRTimeline
TD Capital Management LLC22,571$1.77M0.16%+14,94213F-HRTimeline
Sanctuary Advisors, LLC17,289$1.36M0.01%+90313F-HR/ATimeline
Dynamic Advisor Solutions LLC15,103$1.18M0.03%+4,55313F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC14,599$1.14M0.91%-1,20413F-HRTimeline
Bill Few Associates, Inc.14,442$1.13M0.29%new13F-HRTimeline
Fortress Financial Solutions, LLC13,959$1.09M1.19%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,733$1.08M<0.01%+27613F-HRTimelineGroup
Atria Investments, Inc13,602$1.07M0.01%+2,05813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,451$1.05M<0.01%+3,21513F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp13,003$1.02M0.05%-69,26813F-HRTimelineGroup
Daner Wealth Management, LLC11,884$939K0.61%+1813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,810$926K0.08%-39313F-HRTimeline
Trellis Wealth Advisors LLC11,613$911K0.37%+1513F-HRTimeline
CRA Financial Services, LLC9,830$771K0.11%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,653$757K0.01%+4,35413F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,613$675K0.04%+2,48813F-HRTimelineGroup
L.K. Benson & Company, P.C.8,596$674K0.36%+1,00113F-HRTimeline
TFO Wealth Partners, LLC7,800$612K0.1%+4,88913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,779$610K<0.01%new13F-HRTimelineGroup
FARMERS TRUST CO7,667$601K0.1%-25113F-HRTimeline
Plancorp, LLC7,439$583K0.02%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,814$534K<0.01%new13F-HRTimelineGroup
Advyzon Investment Management, LLC6,760$530K0.09%+7513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,733$528K0.01%+47613F-HRTimelineGroup
Keystone Financial Group6,358$499K0.04%-45113F-HR/ATimeline
Keystone Wealth Services, LLC6,034$473K0.1%+94113F-HRTimeline
Patriot Financial Group Insurance Agenc…5,980$469K0.06%new13F-HRTimeline
J.W. COLE ADVISORS, INC.5,958$467K0.01%+2,64013F-HRTimeline
Pasadena Private Wealth, LLC5,929$465K0.07%+61313F-HRTimeline
Cornerstone Advisory, LLC5,701$447K0.04%-6513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,291$415K<0.01%+1,03613F-HRTimelineGroup
GeoWealth Management, LLC4,937$387K0.01%+4,71813F-HRTimeline
SageView Advisory Group, LLC4,911$385K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC4,863$381K0.01%+2,14513F-HRTimeline
NOVEM GROUP4,857$381K0.05%+52413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,504$353K<0.01%-1,32313F-HRTimelineGroup
SWMG, LLC4,426$349K0.11%+60113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,448$349K<0.01%new13F-HRTimelineGroup
SWEENEY & MICHEL, LLC4,181$328K0.11%new13F-HRTimeline
LRI Investments, LLC4,014$315K0.03%+1,40013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,973$312K<0.01%013F-HRTimelineGroup
Ariadne Wealth Management, LP3,973$311K0.14%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,800$298K<0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,723$292K<0.01%+50013F-HRTimelineGroup
&PARTNERS3,717$291K<0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,639$285K<0.01%new13F-HRTimeline
Dentgroup LLC3,537$277K0.18%+113F-HRTimeline
SCOTIA CAPITAL INC.3,304$259K<0.01%new13F-HRTimeline
Regal Investment Advisors LLC3,301$259K0.02%+1913F-HRTimeline
Concorde Asset Management, LLC3,266$256K0.11%13F-HRTimeline
BAKER BOYER NATIONAL BANK3,257$255K0.08%013F-HRTimeline
Cape Investment Advisory, Inc.3,226$253K0.25%+50113F-HRTimeline
Stonebridge Financial Planning Group, L…3,043$239K0.09%new13F-HRTimeline
Physician Wealth Advisors, Inc.3,013$236K0.03%+53013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,905$228K<0.01%new13F-HRTimelineGroup
CWS Financial Advisors, LLC2,813$221K0.06%new13F-HRTimeline
Global Retirement Partners, LLC2,578$202K<0.01%+45413F-HRTimeline
PRIVATE TRUST CO NA2,338$183K0.02%+40913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,126$167K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,967$156K0.06%+1,63013F-HRTimeline
Arax Advisory Partners2,144$152K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,878$147K<0.01%+29313F-HRTimeline
CENTAURUS FINANCIAL, INC.1,753$137K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,416$111K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc1,345$105K0.01%+4013F-HRTimeline
Medallion Wealth Advisors, LLC1,091$85.5K0.03%-1113F-HRTimeline
JFS WEALTH ADVISORS, LLC1,024$80.3K<0.01%-2013F-HRTimeline
Security National Bank902$70.7K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc765$60K0.02%new13F-HRTimeline
Retirement Wealth Solutions LLC729$57.2K0.04%-1,79413F-HRTimeline
STEPH & CO657$51.5K0.02%013F-HRTimeline
Farther Finance Advisors, LLC650$51K<0.01%new13F-HRTimeline
IFP Advisors, Inc440$34.5K<0.01%+10413F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding346$27.1K-560Timeline
Ancora Advisors LLCin group Ancora Advisors LLC328$25.7K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC328$25.7K0.01%-3,09913F-HRTimeline
HARBOUR INVESTMENTS, INC.235$18.4K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB205$16.1K<0.01%new13F-HR/ATimeline
Capital Investment Advisory Services, L…132$10.3K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC124$9.72K<0.01%+6113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY81$6.36K<0.01%+8013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO68$5.4K<0.01%-12113F-HR/ATimelineGroup
Geneos Wealth Management Inc.50$3.92K<0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC38$2.98K<0.01%13F-HRTimeline