MCFP
VCRB icon

Mallini Complete Financial Planning’s Vanguard Core Bond ETF VCRB Stock Holding History

Mallini Complete Financial Planning’s Portfolio VCRB Stock Details VCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$28.3M Buy
384,501
+14,177
+4% +$1.07M 19.84% 2
2026
Q2 		$28.6M Buy
+370,324
New +$28.6M 20.4% 2

Other funds holding VCRB

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
QFPS
Quantum Financial Planning Services Spokane, Washington $367M AUM 8.86% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Mallini Complete Financial Planning's VCRB Position: Q3 2026 in Review

Mallini Complete Financial Planning increased its Vanguard Core Bond ETF (VCRB) stake by 3.8% in Q3 2026, buying an estimated $1.07M and bringing the position to 384,501 shares worth $28.3M. The position accounts for 19.84% of the portfolio, ranked #2.

Mallini Complete Financial Planning first reported a position in VCRB in Q2 2026 and has held it in 2 quarters since. The position peaked at $28.6M in Q2 2026. 46 funds tracked by Wall St. Rank hold VCRB as of Q3 2026.

  • Mallini Complete Financial Planning held 384,501 shares of Vanguard Core Bond ETF worth $28.3M as of Q3 2026.
  • Mallini Complete Financial Planning bought 14,177 Vanguard Core Bond ETF shares in Q3 2026, an estimated $1.07M.
  • Vanguard Core Bond ETF made up 19.84% of Mallini Complete Financial Planning's portfolio in Q3 2026, its #2 holding.
  • Mallini Complete Financial Planning first reported a position in Vanguard Core Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Mallini Complete Financial Planning's Vanguard Core Bond ETF position peaked at $28.6M in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q3 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q3 2026, filed 6 Oct 2026.