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Disclosery

VCRB VANGUARD MALVERN FDS

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SHS (fund)

Filings received so far for Q3 2026: 30 13F filers report a position in VCRB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Forvis Mazars Wealth Advisors, LLC2,694,345$198M3.26%+348,82913F-HRTimeline
Boston Standard Wealth Management, LLC978,493$72M10.35%+557,30613F-HRTimeline
Mallini Complete Financial Planning LLC384,501$28.3M19.84%+14,17713F-HRTimeline
Central Pacific Bank - Trust Division304,333$22.4M2.35%+21,75813F-HRTimeline
Acropolis Investment Management, LLC301,122$22.2M0.89%+2,95513F-HRTimeline
Seven Hills Financial, LLC289,006$21.3M12.84%13F-HRTimeline
Compton Wealth Advisory Group, LLC183,533$13.5M2.76%-22,28913F-HRTimeline
Mendota Financial Group, LLC127,367$9.38M5.82%+18,66213F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department122,917$9.05M3.96%+18,57813F-HRTimelineGroup
GEN Financial Management, INC.120,275$8.85M4.79%+1,57113F-HRTimeline
Galvin, Gaustad & Stein, LLC111,952$8.24M0.62%+2,11313F-HRTimeline
Kaizen Financial Strategies100,765$7.42M2.92%-10,27513F-HRTimeline
OMNI 360 Wealth, Inc.77,263$5.69M2.58%+1,52013F-HRTimeline
Echo45 Advisors LLC65,404$4.82M2.19%+1,77513F-HRTimeline
Emergent Wealth Advisors, LLC53,762$3.96M2.07%-13213F-HRTimeline
Dickmeyer Boyce Financial Management, I…45,493$3.35M1.71%+3,89613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,697$1.6M<0.01%+6,42613F-HRTimeline
Farther Finance Advisors, LLC13,993$1.03M0.01%+20613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,907$1.02M0.07%+56013F-HRTimeline
First Citizens Financial Corp12,743$938K0.39%-1,34013F-HRTimeline
Pearl Planning LLC11,236$827K0.34%new13F-HRTimeline
Peterson Wealth Advisors, LLC8,344$614K0.07%+5,28513F-HRTimeline
FCG Investment Co6,757$497K0.16%+2,89413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,622$414K0.01%-8813F-HRTimeline
Dynamic Advisor Solutions LLC4,743$349K0.01%+5513F-HRTimeline
Olistico Wealth, LLC3,375$248K0.1%+1,08913F-HRTimeline
Cape Investment Advisory, Inc.2,674$197K0.05%-30013F-HRTimeline
STEPH & CO539$39.7K0.01%+10813F-HRTimeline
Bank of New Hampshire525$38.7K0.01%013F-HRTimeline
CX Institutional33$2K<0.01%new13F-HRTimeline