# VANGUARD MALVERN FDS (VCRB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VCRB/

- Reporting holders: 16
- Reported value: $185.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $72.0M | 978,493 | 10.4% | 3 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $28.3M | 384,501 | 19.8% | 2 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $22.4M | 304,333 | 2.4% | 3 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $22.2M | 301,122 | 0.9% | 4 |
| [Mendota Financial Group, LLC](https://holderbook.com/funds/1964538-mendota-financial-group-llc/) | $9.4M | 127,367 | 5.8% | 11 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $8.2M | 111,952 | 0.6% | 8 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $7.4M | 100,765 | 2.9% | 10 |
| [Echo45 Advisors LLC](https://holderbook.com/funds/1908617-echo45-advisors-llc/) | $4.8M | 65,404 | 2.2% | 4 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $4.0M | 53,762 | 2.1% | 4 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $3.3M | 45,493 | 1.7% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.0M | 13,993 | 0.0% | 5 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $938.1K | 12,743 | 0.4% | 4 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $614.2K | 8,344 | 0.1% | 2 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $248.5K | 3,375 | 0.1% | 4 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $39.7K | 539 | 0.0% | 10 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $38.7K | 525 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $2 | 33 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $185.0M |
| Q2 2026 | 310 | $6.1B |
| Q1 2026 | 275 | $5.4B |
| Q4 2025 | 245 | $4.1B |
| Q3 2025 | 201 | $3.3B |
| Q2 2025 | 169 | $2.5B |
| Q1 2025 | 136 | $2.0B |
| Q4 2024 | 92 | $1.2B |
| Q3 2024 | 56 | $924.6M |
| Q2 2024 | 44 | $212.9M |
| Q1 2024 | 24 | $49.2M |
| Q4 2023 | 5 | $2.6M |