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VCRBVCRB
5 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in VANGUARD MALVERN FDS

NewEdge Wealth, LLC holds 348,721 shares of VCRB (VANGUARD MALVERN FDS), worth $26.9M as of 2026-Q2. The position was decreased (-0.6% shares). VCRB represents 0.3% of NewEdge Wealth, LLC's portfolio.

Current Value

$26.9M

Current Shares

348,721

Total Value Change

+$4.6M

Total Shares Change

+60,654

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
348,721
-0.6%
$26.9M0.3%$76.94
0
2026-Q1
Increased
350,850
+6.3%
$27.1M0.3%$76.22
37
2025-Q4
Increased
330,196
+4.2%
$25.7M0.3%$76.21
36
2025-Q3
Increased
316,754
+10.0%
$24.7M0.4%$75.48
38
2025-Q2
New
288,067
-
$22.3M0.3%$73.85
47

Other major holders of VCRB: Bank of New York Mellon Corp, BANK OF AMERICA CORP /DE/

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