Magnolia Wealth Management, LLC VCRB — VANGUARD MALVERN FDS

Ownership history in Magnolia Wealth Management, LLC  ·  7 quarters on record

AI Ownership Summary

Magnolia Wealth Management, LLC reported VANGUARD MALVERN FDS (VCRB) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 32.86% in 2024 Q3. The latest visible filing shows VCRB at 29.00% 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 Magnolia Wealth Management, 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 29.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
32.86% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 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.

VCRB stock page Magnolia Wealth Management, LLC fund profile Magnolia Wealth Management, LLC full holdings
How Magnolia Wealth Management, LLC held VCRB — position size vs. price
% of Fund (quarterly)    VCRB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 643,201 +5,719 +0.9% 29.00% $49.8M 2026-05-07 $76.86
2025 Q4 ADDED — — — 637,482 +35,881 +6.0% 29.67% $49.7M 2026-01-27 $76.79
2025 Q3 ADDED — — — 601,601 +19,605 +3.4% 30.43% $46.7M 2025-11-24 $76.52
2025 Q1 REDUCED — — — 581,996 -18,142 -3.0% 32.32% $45.1M 2025-05-07 $73.06
2024 Q4 ADDED — — — 600,138 +16,370 +2.8% 31.63% $45.5M 2025-02-07 $71.85
2024 Q3 ADDED — — — 583,768 +37,928 +6.9% 32.86% $46.2M 2024-11-08 $71.79
2024 Q2 INITIATED — — — 545,840 — — 31.33% $41.5M 2024-07-18 $70.59

🏢 Other funds also holding VCRB

As of 2026 Q1 — sorted by position size

Martel Wealth Advisors LLC 20.82% Smith & Howard Wealth Management, LLC 3Y 7Y 18.22% NorthLanding Financial Partners, LLC 3Y 17.17% HBK Sorce Advisory LLC 3Y 7Y 16.93% Momentous Wealth Management, Inc. 16.81% Tull Financial Group, Inc. 16.65% Heartland Bank & Trust Co 3Y 14.41% Tilson Financial Group, Inc. 3Y 13.0% New England Capital Financial Advisors LLC 3Y 12.52% First Citizens Asset Management, Inc. 3Y 12.49%

FAQ About Magnolia Wealth Management, 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 Magnolia Wealth Management, LLC reported owning VCRB?

Magnolia Wealth Management, LLC reported VCRB across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported VCRB position in Magnolia Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VCRB was 32.86% in 2024 Q3.

What is the latest reported VCRB position on this page?

The most recent filing on this page is 2026 Q1, when Magnolia Wealth Management, LLC reported 643,201 shares, equal to 29.00% of portfolio, with an estimated market value of $49.8M.

What does the chart on this VCRB ownership page compare?

The chart compares Magnolia Wealth Management, 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.

How well did Magnolia Wealth Management, LLC time their VCRB position?

Based on 13F filing dates vs. subsequent VCRB price moves, Magnolia Wealth Management, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on VCRB relative to SPY over the holding period was -8.3%.

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