VANGUARD MALVERN FUNDS - VCRB

Sector: Funds · Industry: Investment Company

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$5.329B

QoQ value delta ($000)

+$1.23B (+30.01%)

Implied price effect (QoQ)

-0.73%

Total shares

68,882,246

QoQ shares delta

+16,286,958 (+30.97%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 273 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
HBK Sorce Advisory LLC	854,356	11,048,184	16.93%
SIGNATUREFD, LLC	421,447	5,446,461	6.46%
Advance Capital Management, Inc.	287,984	3,721,695	10.91%
Bank of New York Mellon Corp	266,660	3,446,119	0.05%
BANK OF AMERICA CORP /DE/	187,688	2,425,547	0.01%
NEPC LLC	180,426	2,331,700	3.59%
Forvis Mazars Wealth Advisors, LLC	158,714	2,051,110	3.01%
Martel Wealth Advisors LLC	122,320	1,580,780	20.82%
ASSETMARK, INC	107,161	1,384,876	0.22%
Diversified Portfolios, Inc.	92,444	1,194,683	7.6%
Smith & Howard Wealth Management, LLC	84,253	1,088,824	18.22%
LPL Financial LLC	82,338	1,064,084	0.02%
Financial Engines Advisors L.L.C.	76,039	982,681	0.15%
BLB&B Advisors, LLC	73,930	955,426	3.05%
ALERUS FINANCIAL NA	73,416	948,779	3.63%
Orion Porfolio Solutions, LLC	69,010	891,844	0.59%
ORRSTOWN FINANCIAL SERVICES INC	68,382	883,723	11.45%
Heartland Bank & Trust Co	63,733	823,649	14.41%
Magnolia Wealth Management, LLC	49,770	643,201	29.0%
ENVESTNET ASSET MANAGEMENT INC	48,595	628,017	0.01%
BOK Financial Private Wealth, Inc.	47,253	610,668	2.85%
New England Capital Financial Advisors LLC	45,721	590,874	12.52%
Tilson Financial Group, Inc.	43,313	559,754	13.0%
Envestnet Portfolio Solutions, Inc.	41,354	534,429	0.23%
Zhang Financial LLC	40,652	525,359	1.41%