Vanguard Malvern Fds (VCRB) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Vanguard Malvern Fds (VCRB) following the 2026 Q2 hedge fund 13F filings?

As of today, VCRB has moved -1.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (June 30, 2026), VCRB gained -3.2% vs +2.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Vanguard Malvern Fds (VCRB)

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

Smart Money Signals — VCRB

Based on 304 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 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

304 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 — +85% more funds vs a year ago

fund count last 6Q

+140 new funds entered over the past year (+85% 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 — 77% buying

238 buying72 selling

Last quarter: 238 funds were net buyers (54 opened a brand new position + 184 added to an existing one). Only 72 were sellers (51 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~54 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 45 → 55 → 52 → 54. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 43% entered in last year

■ 12% conviction (2yr+) ■ 45% medium ■ 43% new

Only 35 funds (12%) 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 — ~54 new funds/quarter

51 → 45 → 55 → 52 → 54 new funds/Q

New funds entering each quarter: 45 → 55 → 52 → 54. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 62% of holders entered in last year

■ 7% veterans ■ 31% 1-2yr ■ 62% new

Of 304 current holders: 188 (62%) entered in the past year, only 21 (7%) 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 — 12% AUM from top-100

12% from top-100 AUM funds

15 of 304 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	303	271	11.81%
13F Shares	77M	69M	11.63%
Total Value	$5.82B	$5.24B	11.06%
New Positions	54	52	+2
Increased Positions	183	170	+13
Closed Positions	22	20	+2
Reduced Positions	51	29	+22
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

303

271

11.81%

13F Shares

77M

69M

11.63%

Total Value

$5.82B

$5.24B

11.06%

New Positions

Increased Positions

183

170

+13

Closed Positions

Reduced Positions

+22

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

303 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VCRB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Magnolia Wealth Management, LLC	28.98%	716,770	$55.4M
2	Mallini Complete Financial Planning LLC	20.40%	370,324	$28.6M
3	Martel Wealth Advisors LLC	20.32%	1,672,614	$129.2M
4	Smith & Howard Wealth Management, LLC	17.48%	1,138,506	$87.9M
5	HBK Sorce Advisory LLC	16.38%	11,340,350	$863.8M
6	Momentous Wealth Management, Inc.	15.95%	402,952	$31.1M
7	Tull Financial Group, Inc.	15.21%	503,147	$38.9M
8	NorthLanding Financial Partners, LLC	14.91%	279,076	$21.6M
9	Heartland Bank & Trust Co	13.40%	838,371	$64.7M
10	Mills Wealth Advisors LLC	12.49%	513,604	$39.7M
11	Safe Harbor Family Capital, LLC	12.44%	241,045	$18.6M
12	Tilson Financial Group, Inc.	12.44%	585,536	$45.2M
13	Verum Partners LLC	12.33%	1,067,008	$82.4M
14	Gross & Hartman Investments LLC	12.25%	359,182	$27.7M
15	New England Capital Financial Advisors LLC	11.69%	632,969	$48.9M
16	Orrstown Financial Services Inc	10.26%	894,661	$69.1M
17	Alaethes Wealth, LLC	10.15%	452,682	$35.0M
18	Rise Advisors, LLC	9.99%	459,797	$35.5M
19	Advance Capital Management, Inc.	9.62%	3,854,514	$297.7M
20	Quantum Financial Planning Services, Inc.	9.29%	387,776	$29.9M
21	Timmons Wealth Management, LLC	9.03%	159,827	$12.3M
22	Resolute Capital, LLC	8.91%	334,463	$25.8M
23	Madrid Wealth Management, LLC	8.12%	160,158	$12.4M
24	Diversified Portfolios, Inc.	7.70%	1,374,618	$106.2M
25	Englebert Financial Advisers, LLC	7.37%	96,927	$7.5M

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 — 11 quarters in a row: For 11 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 — 77% buying: Last quarter: 238 funds were net buyers (54 opened a brand new position + 184 added to an existing one). Only 72 were sellers (51 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VCRB holders?

Smaller funds dominant — 12% AUM from top-100: 15 of 304 holders rank in the top 100 by AUM, but together hold only 12% 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 — 43% entered in last year: Only 35 funds (12%) 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.

Is it too late to buy Vanguard Malvern Fds (VCRB) following the 2026 Q2 hedge fund 13F filings?

As of today, VCRB has moved -1.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (June 30, 2026), VCRB has gained -3.2% vs +2.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Vanguard Malvern Fds (VCRB)

Smart Money Signals — VCRB

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +85% more funds vs a year ago

More buyers than sellers — 77% buying

Steady new buyers — ~54 new funds per quarter

Mostly new holders — 43% entered in last year

Steady discovery — ~54 new funds/quarter

Early stage — 62% of holders entered in last year

Smaller funds dominant — 12% AUM from top-100

Institutional Sentiment Summary — VCRB

Hedge Fund Ownership: VCRB

Market Analysis: VCRB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VCRB

Is It Too Late to Buy Vanguard Malvern Fds (VCRB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: VCRB

Statistics: VCRB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Vanguard Malvern Fds (VCRB)

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