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Vangrd Trgt MAT 2027 CB ETF (VBCA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares21,873 from 10,603
Change+11,270 (+106%)
Value$1.7M (+$847.9K)
Filed 2026-11-04
Opus Financial Solutions LLC
NEW
Shares9,495
Change+9,495
Value$716.4K
Filed 2026-11-06
Diversify Wealth Management, LLC
NEW
Shares9,177
Change+9,177
Value$691.4K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares9,177
Change+9,177
Value$691.4K
Filed 2026-10-20
Kestra Private Wealth Services, LLC
NEW
Shares8,663
Change+8,663
Value$653.6K
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
NEW
Shares4,955
Change+4,955
Value$373.8K
Filed 2026-10-13
10Elms LLP
NEW
Shares3,758
Change+3,758
Value$283.5K
Filed 2026-11-06
Sowell Financial Services LLC
NEW
Shares3,758
Change+3,758
Value$283.5K
Filed 2026-10-23
Physician Wealth Advisors, Inc.
INCREASED
Shares3,585 from 2,785
Change+800 (+29%)
Value$270.5K (+$59.8K)
Filed 2026-10-20
Meredith Wealth Planning
INCREASED
Shares3,449 from 3,300
Change+149 (+5%)
Value$260.2K (+$10.5K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$100.0K (-$291)
Filed 2026-10-13
Indivisible Partners
CLOSED
Shares0 from 3,543
Change-3,543 (-100%)
Value$0 (-$268.1K)
Filed 2026-10-26
Hills Bank & Trust Co
N/A
Shares— from 317,164
Change-317,164 (-100%)
Value—
Status
Kohmann Bosshard Financial Services, LLC
INCREASED21,87310,603+11,270+106%$802.3K$1.7M+$847.9K2026-11-04
Opus Financial Solutions LLC
NEW9,495—+9,495——$716.4K—2026-11-06
Diversify Wealth Management, LLC
NEW9,177—+9,177——$691.4K—2026-10-20
Diversify Advisory Services, LLC
NEW9,177—+9,177——$691.4K—2026-10-20
Kestra Private Wealth Services, LLC
NEW8,663—+8,663——$653.6K—2026-11-06
B. Riley Wealth Advisors, Inc.
NEW4,955—+4,955——$373.8K—2026-10-13
10Elms LLP
NEW3,758—+3,758——$283.5K—2026-11-06
Sowell Financial Services LLC
NEW3,758—+3,758——$283.5K—2026-10-23
Physician Wealth Advisors, Inc.
INCREASED3,5852,785+800+29%$210.7K$270.5K+$59.8K2026-10-20
Meredith Wealth Planning
INCREASED3,4493,300+149+5%$249.7K$260.2K+$10.5K2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED1,3251,32500%$100.3K$100.0K-$2912026-10-13
Indivisible Partners
CLOSED03,543-3,543-100%$268.1K$0-$268.1K2026-10-26
Hills Bank & Trust Co
N/A—317,164-317,164-100%$24.0M———
Showing 13 of 13 institutions