BLB&B Advisors, LLC VCRB β€” VANGUARD MALVERN FDS

Ownership history in BLB&B Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

BLB&B Advisors, LLC reported VANGUARD MALVERN FDS (VCRB) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 3.05% in 2026 Q1. The latest visible filing shows VCRB at 3.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VCRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLB&B Advisors, LLC's position in VANGUARD MALVERN FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VCRB was reported at 3.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BLB&B Advisors, LLC held VCRB β€” position size vs. price
% of Fund (quarterly)    VCRB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 955,426 +82,697 +9.5% 3.05% $73.9M 2026-04-28 $77.23
2025 Q4 ADDED β€” β€” β€” 872,729 +196,483 +29.1% 2.84% $68.0M 2026-01-26 $77.14
2025 Q3 INITIATED β€” β€” β€” 676,246 β€” β€” 2.29% $53.0M 2025-10-31 $76.48

FAQ About BLB&B Advisors, LLC and VCRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has BLB&B Advisors, LLC reported owning VCRB?

BLB&B Advisors, LLC reported VCRB across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported VCRB position in BLB&B Advisors, LLC's portfolio?

The largest reported portfolio weight for VCRB was 3.05% in 2026 Q1.

What is the latest reported VCRB position on this page?

The most recent filing on this page is 2026 Q1, when BLB&B Advisors, LLC reported 955,426 shares, equal to 3.05% of portfolio, with an estimated market value of $73.9M.

What does the chart on this VCRB ownership page compare?

The chart compares BLB&B Advisors, LLC's quarterly VCRB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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