Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / CORE BD ETF
-
Number of holders
-
43
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Total 13F shares, excl. options
-
2.72M
-
Shares change
-
+2.12M
-
Total reported value, excl. options
-
$207M
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Value change
-
+$162M
-
Number of buys
-
40
-
Number of sells
-
-4
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Price
-
$76.03
Significant Holders of VANGUARD MALVERN FDS - CORE BD ETF (VCRB) as of Q2 2024
45 filings reported holding VCRB - VANGUARD MALVERN FDS - CORE BD ETF as of Q2 2024.
VANGUARD MALVERN FDS - CORE BD ETF (VCRB) has 43 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.72M shares
.
Largest 10 shareholders include Financial Engines Advisors L.L.C. (561K shares), Magnolia Wealth Management, LLC (546K shares), San Luis Wealth Advisors LLC (395K shares), Mills Wealth Advisors LLC (170K shares), TCG Advisory Services, LLC (163K shares), Verum Partners LLC (129K shares), Kaizen Financial Strategies (98.6K shares), SJS Investment Consulting Inc. (73.6K shares), NorthLanding Financial Partners, LLC (72.7K shares), and CGN Advisors LLC (60.7K shares).
This table shows the top 43 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.