MCFP
VCRM

Mallini Complete Financial Planning’s Vanguard Core Tax-Exempt Bond ETF VCRM Stock Holding History

Mallini Complete Financial Planning’s Portfolio VCRM Stock Details VCRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1M Buy
+131,776
New +$9.98M 7.18% 4

Other funds holding VCRM

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $783M AUM 19.25% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

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

Mallini Complete Financial Planning opened a new position in Vanguard Core Tax-Exempt Bond ETF (VCRM) in Q2 2026: 131,776 shares worth $10.1M. The stake represents 7.18% of the portfolio and ranks #4 among its holdings.

155 funds tracked by Wall St. Rank hold VCRM as of Q2 2026.

  • Mallini Complete Financial Planning held 131,776 shares of Vanguard Core Tax-Exempt Bond ETF worth $10.1M as of Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF was a new Mallini Complete Financial Planning position in Q2 2026.
  • Vanguard Core Tax-Exempt Bond ETF made up 7.18% of Mallini Complete Financial Planning's portfolio in Q2 2026, its #4 holding.
  • 155 funds tracked by Wall St. Rank held Vanguard Core Tax-Exempt Bond ETF as of Q2 2026.

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