IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Vangrd Trgt MAT 2028 CB ETF (VBCB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cornerstone Wealth Advisors, Inc.
NEW
Shares407,325
Change+407,325
Value$30.5M
Filed 2026-10-16
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares21,944 from 10,591
Change+11,353 (+107%)
Value$1.6M (+$842.4K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
NEW
Shares11,682
Change+11,682
Value$874.7K
Filed 2026-10-13
Opus Financial Solutions LLC
NEW
Shares9,379
Change+9,379
Value$702.2K
Filed 2026-11-06
Diversify Wealth Management, LLC
NEW
Shares6,383
Change+6,383
Value$478.4K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares6,383
Change+6,383
Value$478.4K
Filed 2026-10-20
Sowell Financial Services LLC
NEW
Shares3,251
Change+3,251
Value$243.4K
Filed 2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$99.2K (-$953)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
NEW
Shares800
Change+800
Value$59.9K
Filed 2026-10-20
Indivisible Partners
CLOSED
Shares0 from 3,545
Change-3,545 (-100%)
Value$0 (-$268.0K)
Filed 2026-10-26
Hills Bank & Trust Co
N/A
Shares— from 317,384
Change-317,384 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 16,985
Change-16,985 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 89
Change-89 (-100%)
Value—
Status
Cornerstone Wealth Advisors, Inc.
NEW407,325—+407,325——$30.5M—2026-10-16
Kohmann Bosshard Financial Services, LLC
INCREASED21,94410,591+11,353+107%$800.6K$1.6M+$842.4K2026-11-04
B. Riley Wealth Advisors, Inc.
NEW11,682—+11,682——$874.7K—2026-10-13
Opus Financial Solutions LLC
NEW9,379—+9,379——$702.2K—2026-11-06
Diversify Wealth Management, LLC
NEW6,383—+6,383——$478.4K—2026-10-20
Diversify Advisory Services, LLC
NEW6,383—+6,383——$478.4K—2026-10-20
Sowell Financial Services LLC
NEW3,251—+3,251——$243.4K—2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED1,3251,32500%$100.2K$99.2K-$9532026-10-13
Physician Wealth Advisors, Inc.
NEW800—+800——$59.9K—2026-10-20
Indivisible Partners
CLOSED03,545-3,545-100%$268.0K$0-$268.0K2026-10-26
Hills Bank & Trust Co
N/A—317,384-317,384-100%$24.0M———
Jane Street Group, LLC
N/A—16,985-16,985-100%$1.3M———
Tower Research Capital LLC (TRC)
N/A—89-89-100%$6.7K———
Showing 13 of 13 institutions