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

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return