VANGUARD MALVERN FDS (VCRB)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
293
Reporting holders
$5.9B
Reported value
0.0%
Held as options
+28
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | $863.8M | 11,340,350 | 16.38% | 10q | +2.6%+$22.3M |
| SIGNATUREFD, LLC | $442.4M | 5,727,598 | 5.91% | 6q | +5.2%+$21.7M |
| Advance Capital Management, Inc. | $297.7M | 3,854,514 | 9.62% | 3q | +3.6%+$10.3M |
| Bank of New York Mellon Corp | $262.1M | 3,393,668 | 0.04% | 6q | -1.5%-$4.1M |
| BANK OF AMERICA CORP /DE/ | $225.4M | 2,918,533 | 0.01% | 6q | +20.3%+$38.1M |
| Forvis Mazars Wealth Advisors, LLC | $181.2M | 2,345,516 | 3.03% | 9q | +14.4%+$22.7M |
| NEPC LLC | $177.6M | 2,299,200 | 3.31% | 2q | -1.4%-$2.5M |
| Martel Wealth Advisors LLC | $129.2M | 1,672,614 | 20.32% | 7q | +5.8%+$7.1M |
| ASSETMARK, INC | $121.6M | 1,574,720 | 0.21% | 6q | +13.7%+$14.7M |
| Diversified Portfolios, Inc. | $106.2M | 1,374,618 | 7.70% | 9q | +15.1%+$13.9M |
| LPL Financial LLC | $100.2M | 1,297,437 | 0.02% | 8q | +21.9%+$18.0M |
| Smith & Howard Wealth Management, LLC | $87.9M | 1,138,506 | 17.48% | 5q | +4.6%+$3.8M |
| Financial Engines Advisors L.L.C. | $83.5M | 1,080,904 | 0.15% | 9q | +10.0%+$7.6M |
| Verum Partners LLC | $82.4M | 1,067,008 | 12.33% | 11q | +164.0%+$51.2M |
| BLB&B Advisors, LLC | $82.1M | 1,063,179 | 3.01% | 4q | +11.3%+$8.3M |
| ALERUS FINANCIAL NA | $74.3M | 961,921 | 3.25% | 4q | +1.4%+$1.0M |
| ORRSTOWN FINANCIAL SERVICES INC | $69.1M | 894,661 | 10.26% | 5q | +1.2%+$844.8K |
| Heartland Bank & Trust Co | $64.7M | 838,371 | 13.40% | 2q | +1.8%+$1.1M |
| Orion Porfolio Solutions, LLC | $59.5M | 770,284 | 0.46% | 6q | -13.6%-$9.4M |
| Zhang Financial LLC | $56.2M | 727,196 | 1.64% | 6q | +38.4%+$15.6M |
| Magnolia Wealth Management, LLC | $55.4M | 716,770 | 28.98% | 9q | +11.4%+$5.7M |
| ENVESTNET ASSET MANAGEMENT INC | $53.4M | 691,674 | 0.01% | 9q | +10.1%+$4.9M |
| BOK Financial Private Wealth, Inc. | $50.7M | 655,898 | 2.60% | 2q | +7.4%+$3.5M |
| New England Capital Financial Advisors LLC | $48.9M | 632,969 | 11.69% | 3q | +7.1%+$3.3M |
| WELLS FARGO & COMPANY/MN | $45.9M | 594,901 | 0.01% | 4q | +17.5%+$6.9M |
| Acropolis Investment Management, LLC | $45.5M | 588,032 | 0.95% | 3q | +102.9%+$23.0M |
| Tilson Financial Group, Inc. | $45.2M | 585,536 | 12.44% | 8q | +4.6%+$2.0M |
| Envestnet Portfolio Solutions, Inc. | $42.8M | 553,912 | 0.21% | 6q | +3.6%+$1.5M |
| HUB Investment Partners, LLC | $42.6M | 552,085 | 0.77% | 10q | +7.6%+$3.0M |
| Essex LLC | $42.1M | 545,388 | 6.39% | 4q | +17.5%+$6.3M |
| Mills Wealth Advisors LLC | $39.7M | 513,604 | 12.49% | 11q | +12.7%+$4.5M |
| Tull Financial Group, Inc. | $38.9M | 503,147 | 15.21% | 8q | +4.4%+$1.6M |
| EVOLVE PRIVATE WEALTH, LLC | $38.6M | 499,984 | 2.36% | 2q | +7.1%+$2.6M |
| SJS Investment Consulting Inc. | $37.4M | 484,453 | 4.07% | 10q | +10.8%+$3.6M |
| First Citizens Asset Management, Inc. | $35.9M | 464,660 | 11.47% | 4q | +2.1%+$725.7K |
| Rise Advisors, LLC | $35.5M | 459,797 | 9.99% | 4q | +52.5%+$12.2M |
| Alaethes Wealth, LLC | $35.0M | 452,682 | 10.15% | 4q | +9.6%+$3.1M |
| Leonard Rickey Investment Advisors P.L.L.C. | $33.9M | 438,604 | 5.32% | 7q | +15.2%+$4.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $33.3M | 431,363 | 0.04% | 11q | +14.2%+$4.1M |
| Mariner, LLC | $32.7M | 423,553 | 0.03% | 6q | +17.8%+$4.9M |
| AMI INVESTMENT MANAGEMENT INC | $32.5M | 420,558 | 6.90% | 5q | -0.9%-$309.3K |
| Boston Standard Wealth Management, LLC | $32.4M | 421,187 | 4.70% | 2q | +181.4%+$20.9M |
| SACHEM HILL LLC | $32.2M | 417,284 | 5.73% | 6q | +2.9%+$918.0K |
| Momentous Wealth Management, Inc. | $31.1M | 402,952 | 15.95% | 7q | +6.0%+$1.8M |
| Investment Planning Advisors, Inc. | $31.1M | 402,406 | 7.20% | 4q | +10.2%+$2.9M |
| Quantum Financial Planning Services, Inc. | $29.9M | 387,776 | 9.29% | 7q | +5.1%+$1.4M |
| TFO Wealth Partners, LLC | $29.1M | 376,924 | 3.17% | 5q | +168.3%+$18.3M |
| Burton Enright Welch | $28.6M | 370,543 | 3.36% | 11q | +26.6%+$6.0M |
| Mallini Complete Financial Planning LLC | $28.6M | 370,324 | 20.40% | new | NEW |
| Gross & Hartman Investments LLC | $27.7M | 359,182 | 12.25% | 3q | +33.9%+$7.0M |
| NewEdge Wealth, LLC | $26.9M | 348,721 | 0.27% | 5q | -0.6%-$164.4K |
| Cornerstone Wealth Group, LLC | $26.5M | 342,833 | 1.57% | 6q | +3.0%+$780.8K |
| RESOLUTE CAPITAL, LLC | $25.8M | 334,463 | 8.91% | 3q | -1.4%-$364.2K |
| CGN Advisors LLC | $25.8M | 334,261 | 1.88% | 9q | +4.2%+$1.0M |
| SVB WEALTH LLC | $25.8M | 333,949 | 1.63% | 4q | +3.3%+$829.3K |
| BCGM Wealth Management, LLC | $25.4M | 329,425 | 5.38% | new | NEW |
| San Luis Wealth Advisors LLC | $24.5M | 317,382 | 3.69% | 9q | +10.7%+$2.4M |
| D'Orazio & Associates, Inc. | $23.8M | 307,966 | 2.75% | 5q | +25.9%+$4.9M |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $23.2M | 300,432 | 3.16% | 4q | +5.2%+$1.2M |
| Central Pacific Bank - Trust Division | $21.8M | 282,575 | 2.22% | 2q | +50.6%+$7.3M |
| Crusonia Wealth Advisors LLC | $21.7M | 280,488 | 3.56% | 3q | +13.9%+$2.6M |
| NorthLanding Financial Partners, LLC | $21.6M | 279,076 | 14.91% | 10q | +1.4%+$302.1K |
| Penney Financial, LLC | $20.1M | 259,865 | 7.02% | 5q | +182.7%+$13.0M |
| Blume Capital Management, Inc. | $19.3M | 250,052 | 2.82% | 3q | +7.9%+$1.4M |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | $19.2M | 248,157 | 5.44% | 7q | +10.7%+$1.9M |
| SCOTIA CAPITAL INC. | $18.8M | 243,337 | 0.07% | 4q | +1.3%+$250.3K |
| Safe Harbor Family Capital, LLC | $18.6M | 241,045 | 12.44% | 3q | +23.1%+$3.5M |
| ROYAL BANK OF CANADA | $18.5M | 239,827 | 0.00% | 8q | +41.8%+$5.5M |
| Lansing Street Advisors | $18.1M | 234,976 | 3.85% | 10q | -8.7%-$1.7M |
| Conservest Capital Advisors, Inc. | $17.4M | 224,673 | 1.38% | 5q | +7.5%+$1.2M |
| Baird Financial Group, Inc. | $17.1M | 220,928 | 0.02% | new | NEW |
| Centric Wealth Management | $16.7M | 220,113 | 2.60% | new | NEW |
| Foundations Investment Advisors, LLC | $16.5M | 213,183 | 0.17% | 8q | -15.2%-$2.9M |
| Chicago Partners Investment Group LLC | $16.4M | 215,667 | 0.33% | 9q | +23.9%+$3.2M |
| Wolff Financial Management LLC | $16.3M | 211,201 | 3.25% | 4q | +11.2%+$1.6M |
| Compton Wealth Advisory Group, LLC | $15.8M | 205,822 | 3.19% | 8q | +9.3%+$1.3M |
| NewEdge Advisors, LLC | $15.5M | 200,752 | 0.05% | new | NEW |
| HighTower Advisors, LLC | $15.1M | 195,312 | 0.01% | 10q | +1.9%+$275.8K |
| ShankerValleau Wealth Advisors, Inc. | $14.9M | 192,792 | 3.92% | 7q | +5.9%+$830.8K |
| Souders Financial Advisors | $14.2M | 183,265 | 1.42% | new | NEW |
| Barry Investment Advisors, LLC | $14.0M | 180,906 | 2.92% | 8q | +28.5%+$3.1M |
| Private Advisor Group, LLC | $13.3M | 171,635 | 0.06% | 7q | +4.2%+$536.0K |
| INVENIO WEALTH PARTNERS LLC | $12.9M | 167,384 | 4.63% | 5q | +2.3%+$288.9K |
| CFO4Life Group, LLC | $12.8M | 165,823 | 1.72% | 6q | HELD |
| Madrid Wealth Management, LLC | $12.4M | 160,158 | 8.12% | 3q | +20.8%+$2.1M |
| Timmons Wealth Management, LLC | $12.3M | 159,827 | 9.03% | new | NEW |
| MML INVESTORS SERVICES, LLC | $11.9M | 153,517 | 0.02% | 6q | +50.1%+$4.0M |
| MISSION WEALTH MANAGEMENT, LP | $11.7M | 151,560 | 0.14% | 6q | +45.2%+$3.6M |
| AJ Advisors, LLC | $11.5M | 148,577 | 3.57% | 6q | +4.1%+$450.3K |
| PRINCIPAL SECURITIES, INC. | $11.4M | 147,365 | 0.14% | 9q | +9.2%+$955.5K |
| Main Line Retirement Advisors, LLC | $11.1M | 143,079 | 5.07% | 3q | +51.0%+$3.7M |
| &PARTNERS | $11.0M | 142,349 | 0.05% | 2q | +3566.0%+$10.7M |
| Strategic Family Wealth Counselors, L.L.C. | $10.6M | 137,847 | 2.48% | 9q | +8.1%+$798.7K |
| Gutierrez Wealth Advisory, LLC | $9.7M | 125,787 | 5.61% | 7q | +0.8%+$81.8K |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $9.7M | 127,301 | 5.77% | 8q | +5.7%+$526.0K |
| CreativeOne Wealth, LLC | $9.2M | 119,141 | 0.20% | 6q | -2.1%-$201.8K |
| GEN Financial Management, INC. | $9.2M | 118,704 | 5.49% | 3q | +9.4%+$787.4K |
| Tandem Investment Partners LLC | $8.6M | 111,462 | 6.63% | 7q | +7.1%+$570.7K |
| TD Capital Management LLC | $8.6M | 111,119 | 0.70% | 7q | +250.2%+$6.1M |
| Kaizen Financial Strategies | $8.5M | 111,040 | 2.77% | 9q | -12.6%-$1.2M |
Showing the largest 100 of 306 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 293 | $5.9B | 76,333,432 | 47 | 181 | 46 | 0.0% |
| Q1 2026 | 265 | $5.3B | 68,114,332 | 41 | 168 | 25 | 0.0% |
| Q4 2025 | 235 | $4.0B | 51,930,296 | 36 | 132 | 30 | 0.0% |
| Q3 2025 | 190 | $3.3B | 41,674,087 | 40 | 116 | 21 | 0.0% |
| Q2 2025 | 158 | $2.4B | 31,458,898 | 47 | 78 | 22 | 0.0% |
| Q1 2025 | 125 | $1.9B | 24,675,493 | 49 | 62 | 5 | 0.0% |
| Q4 2024 | 84 | $1.1B | 14,641,428 | 23 | 37 | 10 | 0.0% |
| Q3 2024 | 49 | $844.4M | 10,663,846 | 11 | 30 | 5 | 0.0% |
| Q2 2024 | 39 | $178.0M | 2,339,918 | 18 | 19 | 1 | 0.0% |
| Q1 2024 | 22 | $37.9M | 495,012 | 18 | 3 | 0 | 0.0% |
| Q4 2023 | 4 | $2.3M | 30,433 | 4 | 0 | 0 | 0.0% |