VANGUARD MALVERN FUNDS - VCRB

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$4.082B

QoQ value delta ($000)

+$764.5M (+23.05%)

Implied price effect (QoQ)

-0.68%

Total shares

52,372,647

QoQ shares delta

+10,098,257 (+23.89%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
HBK Sorce Advisory LLC	724,692	9,274,753	16.65%
SIGNATUREFD, LLC	392,204	5,035,039	5.99%
Advance Capital Management, Inc.	256,223	3,289,350	10.86%
BANK OF AMERICA CORP /DE/	156,920	2,014,516	0.01%
Forvis Mazars Wealth Advisors, LLC	133,475	1,713,526	2.52%
Martel Wealth Advisors Inc	117,240	1,505,108	20.02%
ASSETMARK, INC	105,984	1,360,608	0.22%
Diversified Portfolios, Inc.	87,980	1,129,478	7.32%
Smith & Howard Wealth Management, LLC	79,352	1,018,712	17.84%
Orion Porfolio Solutions, LLC	74,008	950,102	0.54%
ALERUS FINANCIAL NA	72,983	936,945	3.57%
Financial Engines Advisors L.L.C.	72,387	929,292	0.14%
LPL Financial LLC	72,144	926,172	0.02%
BLB&B Advisors, LLC	67,981	872,729	2.84%
ORRSTOWN FINANCIAL SERVICES INC	63,598	816,462	10.6%
Magnolia Wealth Management, LLC	49,656	637,482	29.67%
ENVESTNET ASSET MANAGEMENT INC	43,542	558,988	0.01%
Envestnet Portfolio Solutions, Inc.	41,473	532,424	0.15%
SMITHBRIDGE ASSET MANAGEMENT INC/DE	41,330	530,588	3.53%
Tilson Financial Group, Inc.	40,315	517,564	12.41%
Tull Financial Group, Inc.	37,070	475,904	15.88%
First Citizens Asset Management, Inc.	35,252	452,560	12.33%
HUB Investment Partners, LLC	34,283	440,130	0.89%
Meeder Advisory Services, Inc.	33,656	432,071	1.44%
Mills Wealth Advisors LLC	33,300	427,507	13.13%