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

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

Mendota Financial Group's VCRB Position: Q2 2026 in Review

Mendota Financial Group increased its Vanguard Core Bond ETF (VCRB) stake by 96% in Q2 2026, buying an estimated $4.11M and bringing the position to 108,705 shares worth $8.4M. The position accounts for 5.2% of the portfolio, ranked #8.

Mendota Financial Group first reported a position in VCRB in Q1 2024 and has held it in 10 quarters since. 307 funds tracked by Wall St. Rank hold VCRB as of Q2 2026.

Mendota Financial Group held 108,705 shares of Vanguard Core Bond ETF worth $8.4M as of Q2 2026.
Mendota Financial Group bought 53,260 Vanguard Core Bond ETF shares in Q2 2026, an estimated $4.11M.
Vanguard Core Bond ETF made up 5.2% of Mendota Financial Group's portfolio in Q2 2026, its #8 holding.
Mendota Financial Group first reported a position in Vanguard Core Bond ETF in Q1 2024 and has held it in 10 quarters since.
307 funds tracked by Wall St. Rank held Vanguard Core Bond ETF as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.