VCRB — Vanguard Malvern Fds Institutional Holders · Q3 2026
Who owns Vanguard Malvern Fds (VCRB)? 18 institutions reported holding $184.99M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Boston Standard Wealth Management, LLC ($72.0M), Mallini Complete Financial Planning LLC ($28.3M), Central Pacific Bank - Trust Division ($22.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Boston Standard Wealth Management, LLC | $72.0M | 978,493 | Added |
| 2 | Mallini Complete Financial Planning LLC | $28.3M | 384,501 | Added |
| 3 | Central Pacific Bank - Trust Division | $22.4M | 304,333 | Added |
| 4 | Acropolis Investment Management, LLC | $22.2M | 301,122 | Added |
| 5 | Mendota Financial Group, LLC | $9.4M | 127,367 | Added |
| 6 | Galvin, Gaustad & Stein, LLC | $8.2M | 111,952 | Added |
| 7 | Kaizen Financial Strategies | $7.4M | 100,765 | Trimmed |
| 8 | Echo45 Advisors LLC | $4.8M | 65,404 | Added |
| 9 | Emergent Wealth Advisors, LLC | $4.0M | 53,762 | Trimmed |
| 10 | Dickmeyer Boyce Financial Management, Inc. | $3.3M | 45,493 | Added |
| 11 | Farther Finance Advisors, LLC | $1.0M | 13,993 | Added |
| 12 | First Citizens Financial Corp | $938,140 | 12,743 | Trimmed |
| 13 | Peterson Wealth Advisors, LLC | $614,250 | 8,344 | Added |
| 14 | Olistico Wealth, LLC | $248,468 | 3,375 | Added |
| 15 | STEPH & CO | $39,681 | 539 | Added |
| 16 | Bank of New Hampshire | $38,651 | 525 | Hold |
| 17 | CX Institutional | $2,000 | 33 | New |
| 18 | Harpswell Capital Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30