VCRB — Vanguard Malvern Fds 机构持仓 · 2026年Q3
谁持有 Vanguard Malvern Fds(VCRB)?2026年Q3(报告期截至 2026-09-30)共有 18 家机构在 SEC 13F 申报中报告持有,合计 1.85 亿美元。前几大持有机构:Boston Standard Wealth Management, LLC(7,200.00 万美元)、Mallini Complete Financial Planning LLC(2,830.00 万美元)、Central Pacific Bank - Trust Division(2,240.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Boston Standard Wealth Management, LLC | $72.0M | 978,493 | 增持 |
| 2 | Mallini Complete Financial Planning LLC | $28.3M | 384,501 | 增持 |
| 3 | Central Pacific Bank - Trust Division | $22.4M | 304,333 | 增持 |
| 4 | Acropolis Investment Management, LLC | $22.2M | 301,122 | 增持 |
| 5 | Mendota Financial Group, LLC | $9.4M | 127,367 | 增持 |
| 6 | Galvin, Gaustad & Stein, LLC | $8.2M | 111,952 | 增持 |
| 7 | Kaizen Financial Strategies | $7.4M | 100,765 | 减持 |
| 8 | Echo45 Advisors LLC | $4.8M | 65,404 | 增持 |
| 9 | Emergent Wealth Advisors, LLC | $4.0M | 53,762 | 减持 |
| 10 | Dickmeyer Boyce Financial Management, Inc. | $3.3M | 45,493 | 增持 |
| 11 | Farther Finance Advisors, LLC | $1.0M | 13,993 | 增持 |
| 12 | First Citizens Financial Corp | $938,140 | 12,743 | 减持 |
| 13 | Peterson Wealth Advisors, LLC | $614,250 | 8,344 | 增持 |
| 14 | Olistico Wealth, LLC | $248,468 | 3,375 | 增持 |
| 15 | STEPH & CO | $39,681 | 539 | 增持 |
| 16 | Bank of New Hampshire | $38,651 | 525 | 持平 |
| 17 | CX Institutional | $2,000 | 33 | 新建仓 |
| 18 | Harpswell Capital Advisors, LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30