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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
HBK Sorce Advisory LLC9,274,753$725M16.65%+631,96913F-HRTimeline
SIGNATUREFD, LLC5,035,039$392M5.99%+256,84113F-HRTimeline
Advance Capital Management, Inc.3,289,350$256M10.86%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,014,516$157M0.01%+900,59013F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC1,713,526$133M2.52%+401,94613F-HRTimeline
Martel Wealth Advisors LLC1,505,108$117M20.02%+61,07613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,360,608$106M0.22%+63,16013F-HRTimelineGroup
Diversified Portfolios, Inc.1,129,478$88M7.32%+91,37813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,091,412$85M+56,474Timeline
Smith & Howard Wealth Management, LLC1,018,712$79.4M18.16%+82,02013F-HRTimeline
Orion Porfolio Solutions, LLC950,102$74M0.54%-22,49413F-HRTimeline
ALERUS FINANCIAL NA936,945$73M3.57%+25,62813F-HRTimeline
Financial Engines Advisors L.L.C.929,292$72.4M0.14%+54,74813F-HRTimeline
LPL Financial LLC926,172$72.1M0.02%+95,33213F-HRTimeline
BLB&B Advisors, LLC872,729$68M2.84%+196,48313F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC816,462$63.6M10.6%+8,19213F-HRTimeline
Magnolia Wealth Management, LLC637,482$49.7M29.67%+31,01013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE530,588$41.3M3.53%+296,09813F-HRTimeline
Tilson Financial Group, Inc.517,564$40.3M12.41%+56,28913F-HRTimeline
Tull Financial Group, Inc.475,904$37.1M15.88%+14,00013F-HRTimeline
First Citizens Asset Management, Inc.452,560$35.3M12.33%+7,47113F-HRTimeline
HUB Investment Partners, LLC440,130$34.3M0.94%+28,97013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.432,071$33.7M1.44%+47,19613F-HRTimelineGroup
Mills Wealth Advisors LLC427,507$33.3M13.13%+29,22613F-HRTimeline
Essex LLC423,703$33M5.85%+114,14013F-HRTimeline
AMI INVESTMENT MANAGEMENT INC414,179$32.3M7.25%-9,55813F-HRTimeline
Alaethes Wealth, LLC407,104$31.7M8.93%-29113F-HRTimeline
SACHEM HILL LLC387,006$30.1M5.86%+11,78913F-HRTimeline
SJS Investment Consulting Inc.385,176$30M3.8%+55,18813F-HRTimeline
Momentous Wealth Management, Inc.368,254$28.7M16.26%+37,65813F-HRTimeline
Mariner, LLCin group Mariner, LLC359,643$28M0.03%-23,05313F-HRTimelineGroup
Quantum Financial Planning Services, In…359,508$28M10.15%+18,75413F-HRTimeline
RESOLUTE CAPITAL, LLC336,003$26.2M10.94%13F-HRTimeline
NewEdge Wealth, LLC330,196$25.7M0.29%+13,44213F-HRTimeline
Verum Partners LLC324,656$25.3M5.1%+47,90213F-HRTimeline
BCR Wealth Strategies, LLC304,914$23.8M7.88%+17,28313F-HRTimeline
Cornerstone Wealth Group, LLC302,577$23.6M1.61%+16,14313F-HRTimeline
Investment Planning Advisors, Inc.290,665$22.6M6.59%+16,15613F-HRTimeline
Rise Advisors, LLC286,869$22.3M7.97%+64,73613F-HRTimeline
CGN Advisors LLC279,275$21.8M1.72%+19,99913F-HRTimeline
SVB WEALTH LLC275,274$21.4M1.26%+69,12313F-HRTimeline
Burton Enright Welch264,826$20.6M2.9%+45,50513F-HRTimeline
San Luis Wealth Advisors LLC248,447$19.4M3.24%+19,82713F-HRTimeline
Zhang Financial LLC238,864$18.6M0.69%+201,11513F-HRTimeline
SCOTIA CAPITAL INC.237,817$18.5M0.07%+234,51313F-HRTimeline
McIlrath & Eck, LLC224,354$17.5M1.62%+67,56013F-HRTimeline
Acropolis Investment Management, LLC222,166$17.3M0.78%new13F-HRTimeline
Foundations Investment Advisors, LLC218,462$17M0.22%+18,79013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…215,100$16.8M5.81%+32,65013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC214,331$16.7M0.02%+114,31613F-HRTimeline
Gross & Hartman Investments LLC210,485$16.4M9.34%13F-HRTimeline
D'Orazio & Associates, Inc.205,899$16M2.05%+71,82613F-HRTimeline
Lansing Street Advisors195,488$15.2M3.92%+10,09313F-HRTimeline
HighTower Advisors, LLC185,025$14.4M0.02%+5,26713F-HRTimeline
Crusonia Wealth Advisors LLC182,457$14.2M3.13%13F-HRTimeline
ShankerValleau Wealth Advisors, Inc.179,469$14M3.79%+12,32013F-HRTimeline
Compton Wealth Advisory Group, LLC178,241$13.9M3.03%+56,47813F-HRTimeline
Wolff Financial Management LLC173,665$13.5M3.04%+14,70613F-HRTimeline
Olde Wealth Management, LLC171,454$13.4M4.11%+5,09313F-HRTimeline
Addison Advisors LLC165,892$12.9M2.9%+12,51313F-HRTimeline
CFO4Life Group, LLC163,312$12.7M1.81%+3,38213F-HRTimeline
Safe Harbor Family Capital, LLC161,693$12.6M11.07%13F-HRTimeline
INVENIO WEALTH PARTNERS LLC161,405$12.6M4.67%+3,48913F-HRTimeline
Chicago Partners Investment Group LLC144,392$11.3M0.28%+25,29613F-HRTimeline
Private Advisor Group, LLC143,564$11.2M0.05%+17,77413F-HRTimeline
AJ Advisors, LLC138,450$10.8M3.98%+9,54413F-HRTimeline
NorthLanding Financial Partners, LLC137,417$10.7M8.6%+10,44013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC131,430$10.2M0.16%+2,72413F-HRTimelineGroup
Kaizen Financial Strategies129,117$10.1M4.44%+1,09013F-HRTimeline
NewEdge Advisors, LLC122,211$9.52M0.03%+24,11913F-HRTimeline
Gutierrez Wealth Advisory, LLC121,758$9.48M5.96%+2,73513F-HRTimeline
Barry Investment Advisors, LLC121,431$9.46M2.11%+23,09613F-HRTimeline
Madrid Wealth Management, LLC119,895$9.34M7.58%13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…115,596$9M1.63%+22,15813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP115,263$8.98M0.01%+5,64713F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…108,610$8.45M1.9%+29,53513F-HRTimeline
GEN Financial Management, INC.102,641$8M5.03%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC98,838$7.7M0.19%+10,90413F-HRTimelineGroup
Ethos Financial Group, LLC96,317$7.5M0.55%+8,55913F-HRTimeline
Tandem Investment Partners LLC94,832$7.39M6.23%+10,94913F-HRTimeline
Main Line Retirement Advisors, LLC93,822$7.31M3.7%new13F-HR/ATimeline
Cambridge Investment Research Advisors,…93,315$7.27M0.02%+5,51213F-HRTimeline
Cetera Investment Advisers93,054$7.25M0.01%+24,23113F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…91,120$7.12M5.17%+92313F-HRTimeline
Hofer & Associates. Inc91,391$7.12M3.77%+5,15813F-HRTimeline
Greenwich Wealth Management LLC89,004$6.93M0.31%+34,36413F-HRTimeline
Englebert Financial Advisers, LLC88,478$6.89M7.93%13F-HRTimeline
Penney Financial, LLC88,421$6.89M2.66%+11,08913F-HRTimeline
Conservest Capital Advisors, Inc.87,245$6.8M0.61%+62,14613F-HRTimeline
Pinion Investment Advisors, LLC85,560$6.66M1.63%-1,87913F-HRTimeline
Breakwater Investment Management84,304$6.57M2.38%+1,49513F-HRTimeline
Kings Path Partners LLC82,969$6.46M2.26%+13,30013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC81,469$6.35M2.88%+22,39613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP81,097$6.32M0.13%+17,15013F-HRTimeline
Galvin, Gaustad & Stein, LLC79,187$6.17M0.48%+12,53713F-HRTimeline
MML INVESTORS SERVICES, LLC78,291$6.1M0.01%+2,65713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75,437$5.88M<0.01%+37,29213F-HRTimelineGroup
OMNI 360 Wealth, Inc.71,635$5.61M2.87%-1,51513F-HRTimeline
BOSTON FAMILY OFFICE LLC71,637$5.58M0.35%+8,73113F-HRTimeline
Summit Financial, LLC66,320$5.17M0.08%+4,19113F-HRTimeline
New England Capital Financial Advisors …64,798$5.05M1.97%new13F-HRTimeline
Bogart Wealth, LLC60,473$4.71M0.19%+4,24813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC59,346$4.62M0.58%-58313F-HRTimeline
Echo45 Advisors LLC56,671$4.41M2.52%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC55,091$4.29M0.05%-3,03413F-HRTimelineGroup
TFO Wealth Partners, LLC51,961$4.05M0.61%+44,16113F-HRTimeline
55 North Private Wealth, LLC49,279$3.84M1.01%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC48,442$3.77M0.01%new13F-HRTimelineGroup
Elite Life Management LLC46,980$3.67M5.96%-5,28113F-HRTimeline
Nicholas Hoffman & Company, LLC.45,382$3.54M0.08%+4,41813F-HRTimeline
Enclave Advisors LLC43,929$3.42M0.48%+10,20413F-HRTimeline
Mendota Financial Group, LLC42,009$3.27M2.38%+10,79913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,715$3.17M<0.01%+32,93613F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO37,082$2.89M0.06%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp36,663$2.86M<0.01%+2,93613F-HRTimelineGroup
GatePass Capital, LLC36,605$2.85M1.47%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC35,884$2.8M0.05%+6,40313F-HR/ATimeline
Savvy Advisors, Inc.35,416$2.76M0.09%+12,66313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,294$2.75M<0.01%-16,24113F-HRTimelineGroup
Lynx Investment Advisory33,948$2.64M1.44%+3,70313F-HRTimeline
Coppell Advisory Solutions LLC32,081$2.5M0.25%+1,64013F-HRTimeline
Blume Capital Management, Inc.31,640$2.46M0.45%new13F-HRTimeline
Rothschild Wealth LLC30,271$2.36M0.23%+1,17713F-HR/ATimeline
Thayer Partners, LLC / MA29,200$2.27M1.11%13F-HRTimeline
Ausdal Financial Partners, Inc.28,868$2.25M0.1%new13F-HRTimeline
Prosperity Bancshares Inc27,592$2.15M1.94%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…27,078$2.11M0.13%-57013F-HRTimeline
Cogent Private Wealth, Inc.26,678$2.08M1.58%13F-HRTimeline
MCF Advisors LLC26,275$2.05M0.11%new13F-HRTimeline
TD Capital Management LLC24,851$1.94M0.17%+2,28013F-HRTimeline
CONQUIS FINANCIAL LLC24,847$1.94M1.66%+1,17913F-HRTimeline
Topsail Wealth Management, LLC24,121$1.88M0.28%-78513F-HRTimeline
Keystone Financial Group23,921$1.86M0.14%+17,56313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,543$1.76M0.02%+12,89013F-HRTimelineGroup
Farrell Financial LLC21,645$1.69M0.99%new13F-HRTimeline
DeLarme Wealth Management, Inc.21,353$1.66M1.18%13F-HRTimeline
Plancorp, LLC20,714$1.61M0.05%+13,27513F-HRTimeline
Sanctuary Advisors, LLC19,048$1.48M0.01%+1,75913F-HRTimeline
Retirement Planning Group, LLC17,914$1.4M0.05%-13,89613F-HRTimeline
Fortress Financial Solutions, LLC17,772$1.38M1.42%+3,81313F-HRTimeline
FLOW TRADERS U.S. LLC17,250$1.34M0.04%-11,06713F-HRTimeline
CRA Financial Services, LLC16,445$1.28M0.17%+6,61513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,072$1.25M<0.01%+2,62113F-HRTimelineGroup
SIGNAL TREE FINANCIAL PARTNERS LLC15,758$1.23M0.94%+1,15913F-HRTimeline
EWA, LLC15,586$1.21M0.3%new13F-HRTimeline
OneDigital Investment Advisors LLC15,077$1.17M0.01%-15,90813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,569$1.13M<0.01%+83613F-HRTimelineGroup
Atria Investments, Inc14,194$1.11M0.01%+59213F-HRTimeline
Emergent Wealth Advisors, LLC13,400$1.04M0.59%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,843$1M<0.01%new13F-HR/ATimelineGroup
First Citizens Financial Corp12,208$951K0.47%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,993$934K0.07%+18313F-HRTimeline
Trellis Wealth Advisors LLC11,975$933K0.36%+36213F-HRTimeline
J.W. COLE ADVISORS, INC.10,747$837K0.02%+4,78913F-HRTimeline
Daner Wealth Management, LLC10,226$801K0.49%-1,65813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp10,084$785K0.04%-2,91913F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,731$758K0.04%+1,11813F-HRTimelineGroup
True Wealth Design, LLC9,158$713K0.21%new13F-HRTimeline
Ketron Financial8,516$663K0.22%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,688$599K<0.01%new13F-HR/ATimelineGroup
FARMERS TRUST CO7,667$597K0.1%013F-HRTimeline
L.K. Benson & Company, P.C.7,517$586K0.29%-1,07913F-HRTimeline
Twin Cities Retirement Group LLC7,295$568K0.55%13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,933$540K<0.01%+11913F-HRTimelineGroup
Advyzon Investment Management, LLC6,870$535K0.06%+11013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,850$534K0.01%+11713F-HRTimelineGroup
Farther Finance Advisors, LLC6,429$501K0.01%+5,77913F-HRTimeline
Pasadena Private Wealth, LLC6,373$496K0.07%+44413F-HRTimeline
Ashton Thomas Private Wealth, LLC6,324$493K0.01%+1,46113F-HRTimeline
Patriot Financial Group Insurance Agenc…6,151$479K0.06%+17113F-HRTimeline
Cornerstone Advisory, LLC5,956$464K0.04%+25513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,527$431K<0.01%-77,69413F-HRTimelineGroup
Keystone Wealth Services, LLC5,272$411K0.09%-76213F-HRTimeline
NOVEM GROUP5,219$407K0.05%+36213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,168$403K<0.01%-12313F-HRTimelineGroup
1015 Capital Partners, LLC5,100$397K0.39%13F-HRTimeline
PFG Advisors5,056$394K0.02%new13F-HRTimeline
SageView Advisory Group, LLC4,971$387K0.01%+6013F-HRTimeline
GeoWealth Management, LLC4,957$386K0.01%+2013F-HRTimeline
Partners in Financial Planning4,831$376K0.06%new13F-HRTimeline
Dentgroup LLC4,825$376K0.26%+1,28813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,777$372K<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC4,720$368K0.02%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,630$361K0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC4,604$359K0.01%-10,49913F-HRTimeline
SWMG, LLC4,581$358K0.1%+15513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,466$348K<0.01%+74313F-HRTimelineGroup
Physician Wealth Advisors, Inc.4,410$344K0.05%+1,39713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,303$335K<0.01%+50313F-HRTimeline
Approach Retirement Advisors, LLC4,085$318K0.27%13F-HRTimeline
SWEENEY & MICHEL, LLC4,005$314K0.09%-17613F-HRTimeline
Ariadne Wealth Management, LP3,973$312K0.13%013F-HRTimeline
Stonebridge Financial Planning Group, L…4,008$312K0.11%+96513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,973$309K<0.01%013F-HRTimelineGroup
Vigil Wealth Management, LLC3,802$296K0.25%13F-HRTimeline
Parkside Financial Bank & Trust3,780$294K0.02%new13F-HRTimeline
LRI Investments, LLC3,666$286K0.02%-34813F-HRTimeline
Snowden Capital Advisors LLC3,648$284K0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,639$283K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.3,619$282K0.09%+39313F-HRTimeline