VANGUARD MALVERN FUNDS - VCRB

Sector: Funds · Industry: Investment Company
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$5.962B
QoQ value delta ($000)
+$208K (+0.0%)
Implied price effect (QoQ)
-0.04%
Shares
Total shares
77,432,228
QoQ shares delta
+35,717 (+0.05%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (VCRB)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 6 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 863,794 11,340,350 16.38%
SIGNATUREFD, LLC 442,357 5,727,598 5.91%
Advance Capital Management, Inc. 297,694 3,854,514 9.62%
Bank of New York Mellon Corp 262,102 3,393,668 0.04%
BANK OF AMERICA CORP /DE/ 225,405 2,918,533 0.01%
Forvis Mazars Wealth Advisors, LLC 181,150 2,345,516 3.03%
NEPC LLC 177,573 2,299,200 3.31%
Martel Wealth Advisors LLC 129,180 1,672,614 20.32%
ASSETMARK, INC 121,619 1,574,720 0.21%
Diversified Portfolios, Inc. 106,165 1,374,618 7.7%
LPL Financial LLC 100,204 1,297,437 0.02%
Smith & Howard Wealth Management, LLC 87,929 1,138,506 17.48%
Financial Engines Advisors L.L.C. 83,481 1,080,904 0.15%
Verum Partners LLC 82,407 1,067,008 12.32%
BLB&B Advisors, LLC 82,112 1,063,179 3.01%
ALERUS FINANCIAL NA 74,291 961,921 3.25%
ORRSTOWN FINANCIAL SERVICES INC 69,097 894,661 10.26%
Heartland Bank & Trust Co 64,749 838,371 13.4%
Orion Porfolio Solutions, LLC 59,491 770,284 0.46%
Zhang Financial LLC 56,163 727,196 1.64%
Magnolia Wealth Management, LLC 55,358 716,770 28.98%
ENVESTNET ASSET MANAGEMENT INC 53,419 691,674 0.01%
BOK Financial Private Wealth, Inc. 50,656 655,898 2.6%
New England Capital Financial Advisors LLC 48,885 632,969 11.69%
WELLS FARGO & COMPANY/MN 45,945 594,901 0.01%