SEC 13F Intelligence

Mendota Financial Group, LLC / VCRB

Mendota Financial Group, LLC’s Vanguard Malvern Fds Position

Does Mendota Financial Group, LLC own Vanguard Malvern Fds (VCRB)? Yes — 108.7K shares worth $8M (+5.20% of its 13F portfolio) as of Q2 2026, up from 55.4K shares the prior filed quarter.

Position Value
$8M
Q2 2026
Shares
108.7K
% of Portfolio
+5.20%
Quarters Held
10
currently held

Position History VCRB

Reported value by quarter
Q1 ’24: $81,469Q1 ’24Q2 ’24: $81,787Q3 ’24: $86,062Q3 ’24Q4 ’24: $83,632Q1 ’25: $86,042Q1 ’25Q2 ’25: $1MQ3 ’25: $2MQ3 ’25Q4 ’25: $3MQ1 ’26: $4MQ1 ’26Q2 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026108.7K$8M+5.20%
Q1 202655.4K$4M+3.18%
Q4 202542.0K$3M+2.38%
Q3 202531.2K$2M+1.83%
Q2 202517.5K$1M+1.29%
Q1 20251.1K$86,042+0.09%
Q4 20241.1K$83,632+0.05%
Q3 20241.1K$86,062+0.04%
Q2 20241.1K$81,787+0.04%
Q1 20241.1K$81,469+0.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mendota Financial Group, LLC’s full portfolio or all institutional holders of VCRB.