13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
VCRB

VANGUARD MALVERN FDS

282 institutions still hold VANGUARD MALVERN FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922020748·282 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.0%
vs prior quarter
13F value held
$3.4B
67.0% inst. owned
of float
Holders
282
+18 QoQ
filers reporting
Activity
+29 / −48
+877 added · −727 reduced
this quarter
Concentration
25.33%
HBK Sorce Advisory LLC #1
top holder share
AI Holders Summary · Q1 2026

282 institutions reported VCRB in Q1 2026. HBK Sorce Advisory LLC leads at 25.3% of the visible book. +18 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
HBK Sorce Advisory LLC
CIK 0001379995
$854M11.0M16.93%Q1 202602
SIGNATUREFD, LLC
CIK 0001456048
$421M5.4M6.46%Q1 202603
Advance Capital Management, Inc.
CIK 0001536029
$288M3.7M10.91%Q1 202604
Bank of New York Mellon Corp
CIK 0001390777
$267M3.4M0.05%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$188M2.4M0.01%Q1 202606
NEPC LLC
CIK 0001424799
$180M2.3M3.59%Q1 202607
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$159M2.1M3.01%Q1 202608
Martel Wealth Advisors Inc
CIK 0002039437
$122M1.6M20.82%Q1 202609
ASSETMARK, INC
CIK 0001344551
$106M1.4M0.22%Q4 202510
Diversified Portfolios, Inc.
CIK 0001634212
$92M1.2M7.60%Q1 202611
Smith & Howard Wealth Management, LLC
CIK 0001543991
$84M1.1M18.22%Q1 202612
LPL Financial LLC
CIK 0001403438
$82M1.1M0.02%Q1 202613
Financial Engines Advisors L.L.C.
CIK 0001420473
$76M983K0.15%Q1 202614
BLB&B Advisors, LLC
CIK 0001389059
$74M955K3.05%Q1 202615
ALERUS FINANCIAL NA
CIK 0000919458
$73M949K3.63%Q1 202616
Orion Portfolio Solutions, LLC
CIK 0001802647
$69M894K0.34%Q1 202517
Orion Porfolio Solutions, LLC
CIK 0001360533
$69M892K0.59%Q1 202618
ORRSTOWN FINANCIAL SERVICES INC
CIK 0000826154
$68M884K11.45%Q1 202619
Magnolia Wealth Management, LLC
CIK 0001908732
$50M643K29.00%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$49M628K0.01%Q1 2026
Page 1 of 15
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