VCRB β€” VANGUARD MALVERN FDS

Ownership history in McIlrath & Eck, LLC  Β·  6 quarters on record

AI Ownership Summary

McIlrath & Eck, LLC reported VANGUARD MALVERN FDS (VCRB) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.62% in 2025 Q4. The latest visible filing shows VCRB at 1.62% 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 McIlrath & Eck, 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
2025 Q4

VCRB was reported at 1.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2025 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 McIlrath & Eck, LLC held VCRB β€” position size vs. price
% of Fund (quarterly)    VCRB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 224,354 +67,560 +43.1% 1.62% $17.5M 2026-02-14 (Est.) $78.55
2025 Q3 ADDED 156,794 +41,051 +35.5% 1.27% $12.3M 2025-10-22 $77.59
2025 Q2 REDUCED 115,743 -7,161 -5.8% 1.02% $9.0M 2025-08-14 $75.48
2025 Q1 ADDED 122,904 +9,256 +8.1% 1.17% $9.5M 2025-05-16 $73.49
2024 Q4 ADDED 113,648 +11,264 +11.0% 1.10% $8.6M 2025-02-18 $72.60
2024 Q3 INITIATED 102,384 β€” β€” 1.04% $8.1M 2024-11-19 $72.19

FAQ About McIlrath & Eck, 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 McIlrath & Eck, LLC reported owning VCRB?

McIlrath & Eck, LLC reported VCRB across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported VCRB position in McIlrath & Eck, LLC's portfolio?

The largest reported portfolio weight for VCRB was 1.62% in 2025 Q4.

What is the latest reported VCRB position on this page?

The most recent filing on this page is 2025 Q4, when McIlrath & Eck, LLC reported 224,354 shares, equal to 1.62% of portfolio, with an estimated market value of $17.5M.

What does the chart on this VCRB ownership page compare?

The chart compares McIlrath & Eck, 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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