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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
HBK Sorce Advisory LLC11,048,184$854M17.43%+1,773,43113F-HRTimeline
SIGNATUREFD, LLC5,446,461$421M6.46%+411,42213F-HRTimeline
Advance Capital Management, Inc.3,721,695$288M10.91%+432,34513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,446,119$267M0.05%+3,409,45613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,425,547$188M0.01%+411,03113F-HRTimelineGroup
NEPC LLC2,331,700$180M3.59%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,051,110$159M3.01%+337,58413F-HRTimeline
Martel Wealth Advisors LLC1,580,780$122M20.82%+75,67213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,384,876$107M0.22%+24,26813F-HRTimelineGroup
Diversified Portfolios, Inc.1,194,683$92.4M7.6%+65,20513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,162,446$90M+71,034Timeline
Smith & Howard Wealth Management, LLC1,088,824$84.3M18.22%+70,11213F-HRTimeline
LPL Financial LLC1,064,084$82.3M0.02%+137,91213F-HRTimeline
Financial Engines Advisors L.L.C.982,681$76M0.15%+53,38913F-HRTimeline
BLB&B Advisors, LLC955,426$73.9M3.05%+82,69713F-HRTimeline
ALERUS FINANCIAL NA948,779$73.4M3.63%+11,83413F-HRTimeline
Orion Porfolio Solutions, LLC891,844$69M0.59%-58,25813F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC883,723$68.4M11.45%+67,26113F-HRTimeline
Heartland Bank & Trust Co823,649$63.7M14.41%new13F-HRTimeline
Magnolia Wealth Management, LLC643,201$49.8M29%+5,71913F-HRTimeline
BOK Financial Private Wealth, Inc.610,668$47.3M2.85%new13F-HRTimeline
New England Capital Financial Advisors …590,874$45.7M12.52%+526,07613F-HRTimeline
Tilson Financial Group, Inc.559,754$43.3M13%+42,19013F-HRTimeline
Zhang Financial LLC525,359$40.7M1.41%+286,49513F-HRTimeline
HUB Investment Partners, LLC513,210$39.7M0.97%+73,08013F-HRTimeline
Tull Financial Group, Inc.482,044$37.3M16.65%+6,14013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC466,879$36.1M1.93%new13F-HRTimeline
Essex LLC464,036$35.9M6.34%+40,33313F-HRTimeline
Mills Wealth Advisors LLC455,705$35.3M12.32%+28,19813F-HRTimeline
First Citizens Asset Management, Inc.455,264$35.2M12.49%+2,70413F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.453,083$35.1M1.47%+21,01213F-HRTimelineGroup
SJS Investment Consulting Inc.437,209$33.8M4.13%+52,03313F-HRTimeline
AMI INVESTMENT MANAGEMENT INC424,563$32.9M7.39%+10,38413F-HRTimeline
Alaethes Wealth, LLC413,112$32M9.22%+6,00813F-HRTimeline
SACHEM HILL LLC405,398$31.4M6.08%+18,39213F-HRTimeline
Verum Partners LLC404,177$31.3M5.94%+79,52113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…380,816$29.5M5.1%+265,22013F-HRTimeline
SoundView Advisors Inc.380,462$29.4M10.48%new13F-HRTimeline
Momentous Wealth Management, Inc.380,075$29.4M16.81%+11,82113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC377,773$29.2M0.04%+163,44213F-HRTimeline
Quantum Financial Planning Services, In…369,041$28.6M10.26%+9,53313F-HRTimeline
Investment Planning Advisors, Inc.365,078$28.2M7.78%+74,41313F-HRTimeline
Mariner, LLCin group Mariner, LLC359,635$27.8M0.03%-813F-HRTimelineGroup
NewEdge Wealth, LLC350,850$27.1M0.32%+20,65413F-HRTimeline
BCR Wealth Strategies, LLC343,078$26.5M8.32%+38,16413F-HRTimeline
RESOLUTE CAPITAL, LLC339,178$26.2M10.63%+3,17513F-HRTimeline
Cornerstone Wealth Group, LLC332,723$25.8M1.67%+30,14613F-HRTimeline
SVB WEALTH LLC323,211$25M1.65%+47,93713F-HRTimeline
CGN Advisors LLC320,687$24.8M1.96%+41,41213F-HRTimeline
McIlrath & Eck, LLC307,236$23.8M1.76%+82,88213F-HRTimeline
Rise Advisors, LLC301,439$23.3M8.19%+14,57013F-HRTimeline
Burton Enright Welch292,700$22.6M3.08%+27,87413F-HRTimeline
Acropolis Investment Management, LLC289,865$22.4M0.99%+67,69913F-HRTimeline
San Luis Wealth Advisors LLC286,690$22.2M3.67%+38,24313F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE285,481$22.1M3.28%-245,10713F-HRTimeline
NorthLanding Financial Partners, LLC275,164$21.3M17.17%+137,74713F-HRTimeline
Gross & Hartman Investments LLC268,309$20.8M10.8%+57,82413F-HRTimeline
Lansing Street Advisors257,291$19.9M5.02%+61,80313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN253,047$19.6M<0.01%+212,33213F-HR/ATimelineGroup
Foundations Investment Advisors, LLC251,328$19.4M0.24%+32,86613F-HRTimeline
Crusonia Wealth Advisors LLC246,198$19.1M3.93%+63,74113F-HRTimeline
D'Orazio & Associates, Inc.244,642$18.9M2.45%+38,74313F-HRTimeline
SCOTIA CAPITAL INC.240,096$18.6M0.08%+2,27913F-HRTimeline
Blume Capital Management, Inc.231,850$17.9M3.05%+200,21013F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…224,174$17.3M5.88%+9,07413F-HRTimeline
Conservest Capital Advisors, Inc.209,080$16.2M1.47%+121,83513F-HRTimeline
Safe Harbor Family Capital, LLC195,826$15.2M11.85%+34,13313F-HRTimeline
HighTower Advisors, LLC191,741$14.8M0.02%+6,71613F-HRTimeline
Wolff Financial Management LLC189,887$14.7M3.25%+16,22213F-HRTimeline
Compton Wealth Advisory Group, LLC188,341$14.5M3.24%+10,10013F-HRTimeline
Central Pacific Bank - Trust Division187,617$14.5M1.85%new13F-HRTimeline
ShankerValleau Wealth Advisors, Inc.182,035$14.1M3.97%+2,56613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…178,863$13.8M0.02%new13F-HRTimelineGroup
Addison Advisors LLC176,465$13.7M3.02%+10,57313F-HRTimeline
Chicago Partners Investment Group LLC174,038$13.5M0.3%+29,64613F-HRTimeline
Olde Wealth Management, LLC172,746$13.4M4.23%+1,29213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA169,173$13.1M<0.01%+93,73613F-HRTimelineGroup
CFO4Life Group, LLC165,869$12.8M1.96%+2,55713F-HRTimeline
Private Advisor Group, LLC164,695$12.7M0.06%+21,13113F-HRTimeline
INVENIO WEALTH PARTNERS LLC163,644$12.7M5.03%+2,23913F-HRTimeline
Boston Standard Wealth Management, LLC149,695$11.5M1.89%new13F-HRTimeline
AJ Advisors, LLC142,747$11M4.1%+4,29713F-HRTimeline
Barry Investment Advisors, LLC140,730$10.9M2.4%+19,29913F-HRTimeline
TFO Wealth Partners, LLC140,480$10.9M1.48%+88,51913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC134,993$10.4M0.15%+3,56313F-HRTimelineGroup
NewEdge Advisors, LLC133,244$10.3M0.04%+11,03313F-HR/ATimeline
Madrid Wealth Management, LLC132,551$10.3M7.74%+12,65613F-HR/ATimeline
Strategic Family Wealth Counselors, L.L…127,505$9.87M2.59%+18,89513F-HRTimeline
Kaizen Financial Strategies127,046$9.86M4.17%-2,07113F-HRTimeline
Gutierrez Wealth Advisory, LLC124,728$9.65M6%+2,97013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC121,754$9.42M0.22%+22,91613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP120,763$9.34M0.01%+5,50013F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…120,396$9.29M5.85%+29,27613F-HRTimeline
GEN Financial Management, INC.108,509$8.4M5.2%+5,86813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP104,373$8.08M0.17%+23,27613F-HRTimeline
Tandem Investment Partners LLC104,073$8.05M6.83%+9,24113F-HRTimeline
Cetera Investment Advisers102,705$7.95M0.01%+9,65113F-HRTimeline
MML INVESTORS SERVICES, LLC102,277$7.91M0.02%+23,98613F-HRTimeline
Cambridge Investment Research Advisors,…98,349$7.61M0.02%+5,03413F-HRTimeline
Englebert Financial Advisers, LLC97,525$7.55M8.58%+9,04713F-HRTimeline
Hofer & Associates. Inc95,717$7.41M3.98%+4,32613F-HRTimeline
Main Line Retirement Advisors, LLC94,728$7.33M3.66%+90613F-HRTimeline
Penney Financial, LLC91,913$7.11M2.73%+3,49213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC91,457$7.08M3.33%+9,98813F-HRTimeline
BOSTON FAMILY OFFICE LLC89,433$6.92M0.46%+17,79613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding85,714$6.63MnewTimeline
Breakwater Investment Management85,096$6.58M2.45%+79213F-HRTimeline
Galvin, Gaustad & Stein, LLC85,003$6.58M0.53%+5,81613F-HRTimeline
Pinion Investment Advisors, LLC84,773$6.56M1.53%-78713F-HRTimeline
Kings Path Partners LLC84,112$6.51M2.24%+1,14313F-HR/ATimeline
Greenwich Wealth Management LLC73,817$5.71M0.23%-15,18713F-HRTimeline
OMNI 360 Wealth, Inc.70,334$5.44M2.81%-1,30113F-HRTimeline
Summit Financial, LLC66,831$5.17M0.07%+51113F-HRTimeline
Bogart Wealth, LLC65,565$5.07M0.2%+5,09213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC63,497$4.91M0.6%+4,15113F-HRTimeline
Echo45 Advisors LLC58,618$4.54M2.55%+1,94713F-HRTimeline
Savvy Advisors, Inc.58,079$4.49M0.12%+22,66313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC57,793$4.47M0.04%+2,70213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC56,781$4.39M0.01%+8,33913F-HRTimelineGroup
Mendota Financial Group, LLC55,445$4.29M3.18%+13,43613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC54,926$4.25M<0.01%+42,08313F-HRTimelineGroup
GatePass Capital, LLC52,874$4.09M1.99%+16,26913F-HRTimeline
Nicholas Hoffman & Company, LLC.51,674$4M0.09%+6,29213F-HRTimeline
55 North Private Wealth, LLC51,148$3.96M1.01%+1,86913F-HRTimeline
Emergent Wealth Advisors, LLC48,716$3.77M2.23%+35,31613F-HRTimeline
Ethos Financial Group, LLC48,531$3.74M0.27%-47,78613F-HRTimeline
Enclave Advisors LLC47,855$3.7M0.53%+3,92613F-HRTimeline
Prosperity Bancshares Inc47,061$3.64M2.92%+19,46913F-HRTimeline
Lynx Investment Advisory44,826$3.47M1.66%+10,87813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS43,410$3.36M3%13F-HRTimeline
Elite Life Management LLC41,857$3.24M4.05%-5,12313F-HRTimeline
Stonebridge Financial Planning Group, L…40,125$3.1M1.14%+36,11713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO39,255$3.04M0.06%+2,17313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…36,907$2.86M0.03%+14,36413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,060$2.71M<0.01%-23413F-HRTimelineGroup
Dickmeyer Boyce Financial Management, I…34,019$2.63M1.55%13F-HRTimeline
Thayer Partners, LLC / MA33,467$2.59M1.23%+4,26713F-HRTimeline
TD Capital Management LLC31,728$2.46M0.22%+6,87713F-HRTimeline
Ausdal Financial Partners, Inc.29,908$2.31M0.1%+1,04013F-HRTimeline
Plancorp, LLC28,202$2.18M0.06%+7,48813F-HRTimeline
Rothschild Wealth LLC27,916$2.16M0.2%-2,35513F-HRTimeline
MCF Advisors LLC27,533$2.13M0.09%+1,25813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,481$2.13M<0.01%+22,70413F-HRTimelineGroup
Farrell Financial LLC27,193$2.1M1.26%+5,54813F-HRTimeline
CONQUIS FINANCIAL LLC26,718$2.07M1.72%+1,87113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…26,283$2.03M0.13%-79513F-HRTimeline
DeLarme Wealth Management, Inc.26,240$2.03M1.31%+4,88713F-HRTimeline
Keystone Financial Group25,660$1.99M0.14%+1,73913F-HRTimeline
Topsail Wealth Management, LLC24,629$1.91M0.28%+50813F-HRTimeline
HARBOUR INVESTMENTS, INC.23,015$1.78M0.03%+22,78013F-HRTimeline
Fortress Financial Solutions, LLC22,864$1.77M1.85%+5,09213F-HRTimeline
Sanctuary Advisors, LLC21,475$1.66M0.01%+2,42713F-HRTimeline
Retirement Planning Group, LLC20,496$1.59M0.05%+2,58213F-HRTimeline
Cogent Private Wealth, Inc.19,919$1.54M1.11%-6,75913F-HRTimeline
CRA Financial Services, LLC18,554$1.44M0.19%+2,10913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC17,921$1.39M<0.01%+1,84913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,738$1.3M<0.01%+2,16913F-HRTimelineGroup
SIGNAL TREE FINANCIAL PARTNERS LLC16,669$1.29M0.97%+91113F-HRTimeline
Trellis Wealth Advisors LLC16,486$1.28M0.49%+4,51113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.15,707$1.22M0.07%+5,97613F-HRTimelineGroup
Twin Cities Retirement Group LLC15,474$1.2M1.09%+8,17913F-HRTimeline
Mayflower Financial Advisors, LLC15,201$1.18M0.14%new13F-HRTimeline
OneDigital Investment Advisors LLC14,815$1.15M0.01%-26213F-HRTimeline
Farther Finance Advisors, LLC14,761$1.14M0.01%+8,33213F-HRTimeline
Atria Investments, Inc14,077$1.09M0.01%-11713F-HRTimeline
Kovack Advisors, Inc.14,060$1.09M0.06%new13F-HRTimeline
Steffes Financial, Ltd.13,166$1.02M0.54%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,098$1.01M0.08%+1,10513F-HRTimeline
First Citizens Financial Corp13,035$1.01M0.48%+82713F-HRTimeline
D.A. DAVIDSON & CO.12,950$1M0.01%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…12,426$962K0.05%+6,27513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,108$859K<0.01%new13F-HRTimeline
Daner Wealth Management, LLC10,434$803K0.47%+20813F-HRTimeline
Integrity Wealth Solutions LLC10,007$774K0.3%new13F-HRTimeline
Advyzon Investment Management, LLC8,761$678K0.06%+1,89113F-HRTimeline
Ketron Financial8,432$652K0.23%-8413F-HRTimeline
L.K. Benson & Company, P.C.7,871$609K0.2%+35413F-HRTimeline
FARMERS TRUST CO7,667$593K0.09%013F-HRTimeline
Beacon Pointe Advisors, LLC7,656$592K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC7,219$559K0.01%+89513F-HRTimeline
Pasadena Private Wealth, LLC7,072$547K0.08%+69913F-HRTimeline
Cornerstone Advisory, LLC6,967$539K0.05%+1,01113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,921$536K<0.01%+5,42913F-HRTimelineGroup
1015 Capital Partners, LLC6,876$532K0.52%+1,77613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding6,840$529KnewTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,831$529K0.01%-1913F-HRTimelineGroup
Linscomb Wealth, Inc.6,420$497K0.02%new13F-HRTimeline
MONTAG A & ASSOCIATES INC6,016$466K0.02%+1,29613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,720$443K0.02%-4,36413F-HRTimelineGroup
Nicholas Wealth, LLC.5,452$422K0.29%new13F-HRTimeline
GeoWealth Management, LLC5,362$415K0.01%+40513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,333$413K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC5,319$412K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,254$407K0.01%+62413F-HR/ATimeline
NOVEM GROUP5,219$404K0.05%013F-HRTimeline
MEMBERS WEALTH LLC5,135$399K0.24%new13F-HRTimeline
Physician Wealth Advisors, Inc.5,156$399K0.06%+74613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,138$398K<0.01%-3013F-HRTimelineGroup
PFG Advisors5,090$394K0.02%+3413F-HRTimeline
Owl Creek Wealth Partners LLC4,977$385K0.14%13F-HRTimeline