VCRB β€” VANGUARD MALVERN FDS

Ownership history in Tilson Financial Group, Inc.  Β·  7 quarters on record

AI Ownership Summary

Tilson Financial Group, Inc. reported VANGUARD MALVERN FDS (VCRB) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 13.28% in 2025 Q1. The latest visible filing shows VCRB at 12.41% 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 Tilson Financial Group, Inc.'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 12.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.28% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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 Tilson Financial Group, Inc. held VCRB β€” position size vs. price
% of Fund (quarterly)    VCRB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 517,564 +56,289 +12.2% 12.41% $40.3M 2026-02-14 (Est.) $78.55
2025 Q3 ADDED 461,275 +29,784 +6.9% 11.89% $36.2M 2025-10-22 $77.59
2025 Q2 REDUCED 431,491 -1,938 -0.4% 12.62% $33.5M 2025-08-07 $75.51
2025 Q1 ADDED 433,429 +38,745 +9.8% 13.28% $33.6M 2025-04-29 $74.34
2024 Q4 ADDED 394,684 +162,765 +70.2% 12.21% $29.9M 2025-02-07 $72.67
2024 Q3 ADDED 231,919 +117,860 +103.3% 8.75% $17.6M 2024-10-28 $72.37
2024 Q1 INITIATED 114,059 β€” β€” 4.69% $8.7M 2024-04-25 $68.33

FAQ About Tilson Financial Group, Inc. and VCRB

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

How long has Tilson Financial Group, Inc. reported owning VCRB?

Tilson Financial Group, Inc. reported VCRB across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported VCRB position in Tilson Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for VCRB was 13.28% in 2025 Q1.

What is the latest reported VCRB position on this page?

The most recent filing on this page is 2025 Q4, when Tilson Financial Group, Inc. reported 517,564 shares, equal to 12.41% of portfolio, with an estimated market value of $40.3M.

What does the chart on this VCRB ownership page compare?

The chart compares Tilson Financial Group, Inc.'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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