VANGUARD MALVERN FDS (VCRB)
Institutional ownership reported to the SEC as of Q3 2026, across 12 quarters.
16
Reporting holders
$185.0M
Reported value
0.0%
Calls
0.0%
Puts
-294
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Boston Standard Wealth Management, LLC | $72.0M | 978,493 | 10.35% | 3q | +132.3%+$41.0M |
| Mallini Complete Financial Planning LLC | $28.3M | 384,501 | 19.84% | 2q | +3.8%+$1.0M |
| Central Pacific Bank - Trust Division | $22.4M | 304,333 | 2.35% | 3q | +7.7%+$1.6M |
| Acropolis Investment Management, LLC | $22.2M | 301,122 | 0.89% | 4q | -48.8%-$21.1M |
| Mendota Financial Group, LLC | $9.4M | 127,367 | 5.82% | 11q | +17.2%+$1.4M |
| Galvin, Gaustad & Stein, LLC | $8.2M | 111,952 | 0.62% | 8q | +1.9%+$155.6K |
| Kaizen Financial Strategies | $7.4M | 100,765 | 2.92% | 10q | -9.3%-$756.4K |
| Echo45 Advisors LLC | $4.8M | 65,404 | 2.19% | 4q | +2.8%+$130.7K |
| Emergent Wealth Advisors, LLC | $4.0M | 53,762 | 2.07% | 4q | HELD |
| Dickmeyer Boyce Financial Management, Inc. | $3.3M | 45,493 | 1.71% | 3q | +9.4%+$286.8K |
| Farther Finance Advisors, LLC | $1.0M | 13,993 | 0.01% | 5q | +1.5%+$15.2K |
| First Citizens Financial Corp | $938.1K | 12,743 | 0.39% | 4q | -9.5%-$98.7K |
| Peterson Wealth Advisors, LLC | $614.2K | 8,344 | 0.07% | 2q | +172.8%+$389.1K |
| Olistico Wealth, LLC | $248.5K | 3,375 | 0.10% | 4q | +47.6%+$80.2K |
| STEPH & CO | $39.7K | 539 | 0.01% | 10q | +25.1%+$8.0K |
| Bank of New Hampshire | $38.7K | 525 | 0.01% | 2q | HELD |
| CX Institutional | $2 | 33 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 16 | $185.0M | 2,512,711 | 0 | 11 | 3 | 0.0% |
| Q2 2026 | 310 | $6.1B | 79,138,024 | 53 | 190 | 47 | 0.0% |
| Q1 2026 | 275 | $5.4B | 69,286,260 | 43 | 174 | 26 | 0.0% |
| Q4 2025 | 245 | $4.1B | 52,685,945 | 38 | 139 | 31 | 0.0% |
| Q3 2025 | 201 | $3.3B | 42,471,344 | 43 | 122 | 23 | 0.0% |
| Q2 2025 | 169 | $2.5B | 32,738,947 | 49 | 84 | 24 | 0.0% |
| Q1 2025 | 136 | $2.0B | 26,387,634 | 53 | 68 | 6 | 0.0% |
| Q4 2024 | 92 | $1.2B | 15,719,524 | 25 | 42 | 11 | 0.0% |
| Q3 2024 | 56 | $924.6M | 11,676,540 | 12 | 33 | 6 | 0.0% |
| Q2 2024 | 44 | $212.9M | 2,799,101 | 22 | 19 | 2 | 0.0% |
| Q1 2024 | 24 | $49.2M | 643,124 | 19 | 4 | 0 | 0.0% |
| Q4 2023 | 5 | $2.6M | 34,317 | 5 | 0 | 0 | 0.0% |