Mendota Financial Group’s Vanguard Core Bond ETF VCRB Stock Holding History

Mendota Financial Group’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	$8.4M	Buy	108,705 +53,260	+96%	+$4.11M	5.2%	8
2026 Q1	$4.29M	Buy	55,445 +13,436	+32%	+$1.05M	3.18%	12
2025 Q4	$3.27M	Buy	42,009 +10,799	+35%	+$846K	2.38%	12
2025 Q3	$2.45M	Buy	31,210 +13,676	+78%	+$1.06M	1.83%	14
2025 Q2	$1.36M	Buy	17,534 +16,423	+1,478%	+$1.26M	1.29%	15
2025 Q1	$86K	Buy	1,111 +8	+0.7%	+$612	0.09%	36
2024 Q4	$83.6K	Buy	1,103 +16	+1%	+$1.24K	0.05%	117
2024 Q3	$86.1K	Buy	1,087 +11	+1%	+$859	0.04%	128
2024 Q2	$81.8K	Buy	1,076 +11	+1%	+$830	0.04%	138
2024 Q1	$81.5K	Buy	+1,065	New	+$81.3K	0.05%	149

Other funds holding VCRB

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

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return

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

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Quantum Financial Planning Services Spokane, Washington $323M AUM 14.02% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

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