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 Q2	$28.6M	Buy	+370,324	New	+$28.6M	20.4%	2

Other funds holding VCRB

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

ACM

Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Mallini Complete Financial Planning's VCRB Position: Q2 2026 in Review

Mallini Complete Financial Planning opened a new position in Vanguard Core Bond ETF (VCRB) in Q2 2026: 370,324 shares worth $28.6M. The stake represents 20.4% of the portfolio and ranks #2 among its holdings.

306 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Mallini Complete Financial Planning held 370,324 shares of Vanguard Core Bond ETF worth $28.6M as of Q2 2026.
Vanguard Core Bond ETF was a new Mallini Complete Financial Planning position in Q2 2026.
Vanguard Core Bond ETF made up 20.4% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #2 holding.
306 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2026, filed 8 Jul 2026.