VCRB · Insider trading · 13F holders · Congress trades
Vanguard Malvern Fds (VCRB)
Who is buying and selling VCRB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 131
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
VCRB at a glance
- No open-market insider purchases or sales of VCRB were filed in the last 90 days.
- 131 13F filers hold VCRB among their 50 largest positions, worth $4.8B combined. The biggest bets by portfolio weight are Magnolia Wealth Management, LLC (28.7%), Mallini Complete Financial Planning LLC (22.5%) and Martel Wealth Advisors LLC (20.4%). In their latest 13Fs, 2 managers opened a new position and 67 added to one.
- No member of Congress has disclosed a trade in VCRB.
VCRB insider trading
No open-market insider purchases or sales of VCRB were filed in the last 90 days.
Who owns VCRB? Hedge funds and superinvestors
131 13F filers hold VCRB among their 50 largest positions, worth $4.8B combined. The biggest bets by portfolio weight are Magnolia Wealth Management, LLC (28.7%), Mallini Complete Financial Planning LLC (22.5%) and Martel Wealth Advisors LLC (20.4%). In their latest 13Fs, 2 managers opened a new position and 67 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLCWealth manager | 16.8% | $863.8M | 11,340,350 | +2.6% shares | Q2 2026 |
| Signaturefd, LLCWealth manager | 5.5% | $424.1M | 5,760,766 | +0.6% shares | Q3 2026 |
| Advance Capital Management, Inc.Wealth manager | 9.6% | $297.7M | 3,854,514 | +3.6% shares | Q2 2026 |
| Forvis Mazars Wealth Advisors, LLCWealth manager | 3.3% | $198.4M | 2,694,345 | +14.9% shares | Q3 2026 |
| Nepc LLCInstitutional asset manager | 3.3% | $177.6M | 2,299,200 | -1.4% shares | Q2 2026 |
| Martel Wealth Advisors LLCWealth manager | 20.4% | $130.1M | 1,767,239 | +5.7% shares | Q3 2026 |
| Diversified Portfolios, Inc.Wealth manager | 7.7% | $106.2M | 1,374,618 | +15.1% shares | Q2 2026 |
| BLB&B Advisors, LLCWealth manager | 3.1% | $85.6M | 1,162,391 | +9.3% shares | Q3 2026 |
| Financial Engines Advisors L.L.C.Wealth manager | 0.1% | $83.5M | 1,080,904 | +10.0% shares | Q2 2026 |
| Smith & Howard Wealth Management, LLCWealth manager | 15.1% | $76.8M | 1,042,924 | -8.4% shares | Q3 2026 |
| Verum Partners LLCWealth manager | 12.4% | $76.5M | 1,039,224 | -2.6% shares | Q3 2026 |
| Alerus Financial NaBank & trust | 3.3% | $74.3M | 961,921 | +1.4% shares | Q2 2026 |
| Boston Standard Wealth Management, LLCWealth manager | 10.4% | $72.0M | 978,493 | +132.3% shares | Q3 2026 |
| Orrstown Financial Services IncBank & trust | 9.9% | $65.8M | 894,229 | -0.0% shares | Q3 2026 |
| Heartland Bank & Trust CoBank & trust | 13.4% | $64.7M | 838,371 | +1.8% shares | Q2 2026 |
| Pacific Sage Partners, LLCWealth manager | 8.1% | $59.8M | 812,059 | — | Q3 2026 |
| Orion Porfolio Solutions, LLCInvestment manager | 0.5% | $59.5M | 770,284 | -13.6% shares | Q2 2026 |
| Zhang Financial LLCWealth manager | 1.6% | $56.2M | 727,196 | +38.4% shares | Q2 2026 |
| Mills Wealth Advisors LLCWealth manager | 17.6% | $55.5M | 754,316 | +46.9% shares | Q3 2026 |
| Magnolia Wealth Management, LLCWealth manager | 28.7% | $54.8M | 744,005 | +3.8% shares | Q3 2026 |
| BOK Financial Private Wealth, Inc.Wealth manager | 2.6% | $50.7M | 655,898 | +7.4% shares | Q2 2026 |
| New England Capital Financial Advisors LLCWealth manager | 11.7% | $48.9M | 632,969 | +7.1% shares | Q2 2026 |
| Tilson Financial Group, Inc.Wealth manager | 12.4% | $45.2M | 585,536 | +4.6% shares | Q2 2026 |
| SJS Investment Consulting Inc.Wealth manager | 4.4% | $43.9M | 596,634 | +23.2% shares | Q3 2026 |
| HUB Investment Partners, LLCWealth manager | 0.8% | $42.6M | 552,085 | +7.6% shares | Q2 2026 |
| Quantum Financial Planning Services, Inc.Wealth manager | 10.6% | $39.0M | 529,398 | +36.5% shares | Q3 2026 |
| Tull Financial Group, Inc.Wealth manager | 15.2% | $38.9M | 503,147 | +4.4% shares | Q2 2026 |
| Evolve Private Wealth, LLCWealth manager | 2.4% | $38.6M | 499,984 | +7.1% shares | Q2 2026 |
| Investment Planning Advisors, Inc.Wealth manager | 8.3% | $37.0M | 501,923 | +24.7% shares | Q3 2026 |
| First Citizens Asset Management, Inc.Wealth manager | 11.5% | $35.9M | 464,660 | +2.1% shares | Q2 2026 |
The 30 largest of 131 positions, by value. Each manager counts with its latest 13F (Q3 2026: 68, Q2 2026: 62, Q1 2026: 1). Screen VCRB in the grand portfolio →
VCRB stock trades by members of Congress
No member of Congress has disclosed a trade in VCRB.
VCRB questions and answers
Are insiders buying VCRB stock?
No open-market insider purchases or sales of VCRB were filed in the last 90 days.
Which hedge funds own VCRB?
131 13F filers hold VCRB among their 50 largest positions, worth $4.8B combined. The biggest bets by portfolio weight are Magnolia Wealth Management, LLC (28.7%), Mallini Complete Financial Planning LLC (22.5%) and Martel Wealth Advisors LLC (20.4%). In their latest 13Fs, 2 managers opened a new position and 67 added to one.
Has Congress traded VCRB?
No member of Congress has disclosed a trade in VCRB.
Who is the largest holder of VCRB?
Among 13F filers, HBK Sorce Advisory LLC reports the largest VCRB position, $863.8M (11,340,350 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Magnolia Wealth Management, LLC's: 28.7% of its portfolio.
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