SEC 13F Intelligence

Olde Wealth Management, LLC / VCRB

Olde Wealth Management, LLC’s Vanguard Malvern Fds Position

Does Olde Wealth Management, LLC own Vanguard Malvern Fds (VCRB)? Yes — 172.7K shares worth $13M (+4.23% of its 13F portfolio) as of Q1 2026, up from 171.5K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
172.7K
% of Portfolio
+4.23%
Quarters Held
4
currently held

Position History VCRB

Reported value by quarter
Q1 ’25: $5MQ1 ’25Q3 ’25: $13MQ3 ’25Q4 ’25: $13MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026172.7K$13M+4.23%
Q4 2025171.5K$13M+4.11%
Q3 2025166.4K$13M+4.02%
Q1 202570.4K$5M+1.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Olde Wealth Management, LLC’s full portfolio or all institutional holders of VCRB.