13F Insight
DOSSIER · 13F Holders · Q2 2026
VCRB

VANGUARD MALVERN FDS

323 institutions still hold VANGUARD MALVERN FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922020748·323 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.6B
visible holders
Holders
323
filers reporting
Concentration
24.21%
HBK Sorce Advisory LLC #1
top holder share
AI Holders Summary · Q2 2026

323 institutions reported VCRB in Q2 2026. HBK Sorce Advisory LLC leads at 24.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HBK Sorce Advisory LLC
CIK 0001379995
$864M11.3M16.38%Q2 202602
SIGNATUREFD, LLC
CIK 0001456048
$424M5.8M5.46%Q3 202603
Advance Capital Management, Inc.
CIK 0001536029
$298M3.9M9.62%Q2 202604
Bank of New York Mellon Corp
CIK 0001390777
$262M3.4M0.04%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$225M2.9M0.01%Q2 202606
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$198M2.7M3.26%Q3 202607
NEPC LLC
CIK 0001424799
$178M2.3M3.31%Q2 202608
Martel Wealth Advisors Inc
CIK 0002039437
$130M1.8M20.40%Q3 202609
ASSETMARK, INC
CIK 0001344551
$115M1.6M0.19%Q3 202610
Diversified Portfolios, Inc.
CIK 0001634212
$106M1.4M7.70%Q2 202611
LPL Financial LLC
CIK 0001403438
$100M1.3M0.02%Q2 202612
Smith & Howard Wealth Management, LLC
CIK 0001543991
$88M1.1M17.48%Q2 202613
Financial Engines Advisors L.L.C.
CIK 0001420473
$83M1.1M0.15%Q2 202614
BLB&B Advisors, LLC
CIK 0001389059
$82M1.1M3.01%Q2 202615
Verum Partners LLC
CIK 0001958984
$77M1.0M12.28%Q3 202616
ALERUS FINANCIAL NA
CIK 0000919458
$74M962K3.25%Q2 202617
Boston Standard Wealth Management, LLC
CIK 0001630939
$72M978K10.35%Q3 202618
ORRSTOWN FINANCIAL SERVICES INC
CIK 0000826154
$66M894K9.87%Q3 202619
Heartland Bank & Trust Co
CIK 0001866040
$65M838K13.40%Q2 202620
Pacific Sage Partners, LLC
CIK 0001936845
$60M812K7.74%Q3 2026
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