Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VANGUARD MALVERN FDS (VCRB)

224 + Investors. Track Smart Money conviction in VCRB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
9Q ▲
Buyers last Q
83%

Smart Money Signals — VCRB

Based on 224 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added VCRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
224 hedge funds hold VCRB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +177% more funds vs a year ago

fund count last 6Q
+143 new funds entered over the past year (+177% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 83% buying

186 buying38 selling
Last quarter: 186 funds were net buyers (51 opened a brand new position + 135 added to an existing one). Only 38 were sellers (27 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new VCRB position: 49 → 50 → 43 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 52% entered in last year

■ 1% conviction (2yr+) ■ 46% medium ■ 52% new
Only 3 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~51 new funds/quarter

27 → 49 → 50 → 43 → 51 new funds/Q
New funds entering each quarter: 49 → 50 → 43 → 51. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 75% of holders entered in last year

■ 1% veterans ■ 24% 1-2yr ■ 75% new
Of 224 current holders: 169 (75%) entered in the past year, only 2 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
13 of 224 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.7
out of 10
Moderate Exit Risk
Exit risk score 5.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: VCRB

How many hedge funds hold VCRB — quarterly history vs. share price
Quarterly hedge fund ownership of VCRB vs. share price

Market Analysis: VCRB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VCRB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 26 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: VCRB
2026 Q1 Stats Unlock in 17 days 224 + Investors

Track Smart Money conviction in VCRB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 224 184 21.74%
13F Shares 52M 42M 24.24%
Total Value $4.04B $3.27B 23.57%
New Positions 51 43 +8
Increased Positions 135 117 +18
Closed Positions 11 13 -2
Reduced Positions 27 17 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VCRB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

224 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VCRB. Verified SEC 13F-HR filings.

Top 25 institutional holders of VCRB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Martel Wealth Advisors LLC 20.82% 1,580,780 $122.3M
2 Smith & Howard Wealth Management, LLC 18.22% 1,088,824 $84.3M
3 NorthLanding Financial Partners, LLC 17.17% 275,164 $21.3M
4 Tilson Financial Group, Inc. 13.00% 559,754 $43.3M
5 New England Capital Financial Advisors LLC 12.52% 590,874 $45.7M
6 First Citizens Asset Management, Inc. 12.49% 455,264 $35.2M
7 Mills Wealth Advisors LLC 12.32% 455,705 $35.3M
8 ORRSTOWN FINANCIAL SERVICES INC 11.45% 883,723 $68.4M
9 Advance Capital Management, Inc. 10.91% 3,721,695 $288.0M
10 SoundView Advisors Inc. 10.48% 380,462 $29K
11 Quantum Financial Planning Services, Inc. 10.26% 369,041 $28.6M
12 Englebert Financial Advisers, LLC 8.58% 97,525 $7.5M
13 BCR Wealth Strategies, LLC 8.32% 343,078 $27K
14 Rise Advisors, LLC 8.19% 301,439 $23.3M
15 Investment Planning Advisors, Inc. 7.78% 365,078 $28.2M
16 Madrid Wealth Management, LLC 7.74% 132,551 $10.3M
17 AMI INVESTMENT MANAGEMENT INC 7.39% 424,563 $32.9M
18 SIGNATUREFD, LLC 6.46% 5,446,461 $421.4M
19 Essex LLC 6.34% 464,036 $35.9M
20 Gutierrez Wealth Advisory, LLC 6.00% 124,728 $9.7M
21 Verum Partners LLC 5.94% 404,177 $31.3M
22 GEN Financial Management, INC. 5.20% 108,509 $8.4M
23 Leonard Rickey Investment Advisors P.L.L.C. 5.10% 380,816 $29.5M
24 INVENIO WEALTH PARTNERS LLC 5.03% 163,644 $12.7M
25 Lansing Street Advisors 5.01% 257,291 $19.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VANGUARD MALVERN FDS (VCRB)

What does the Smart Money Trend signal show for VCRB?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added VCRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VCRB?

More buyers than sellers — 83% buying: Last quarter: 186 funds were net buyers (51 opened a brand new position + 135 added to an existing one). Only 38 were sellers (27 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VCRB holders?

Smaller funds dominant — 7% AUM from top-100: 13 of 224 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VCRB?

Mostly new holders — 52% entered in last year: Only 3 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.