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Vangrd Trgt MAT 2030 CB ETF (VBCD)

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
Shares23,424 from 11,377
Change+12,047 (+106%)
Value$1.7M (+$857.7K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
NEW
Shares4,490
Change+4,490
Value$329.1K
Filed 2026-10-16
Platt Wealth Management LLC
NEW
Shares4,253
Change+4,253
Value$311
Filed 2026-11-04
10Elms LLP
NEW
Shares3,371
Change+3,371
Value$247.1K
Filed 2026-11-06
Sowell Financial Services LLC
NEW
Shares3,371
Change+3,371
Value$247.1K
Filed 2026-10-23
Opus Financial Solutions LLC
NEW
Shares3,022
Change+3,022
Value$221.5K
Filed 2026-11-06
Physician Wealth Advisors, Inc.
NEW
Shares806
Change+806
Value$59.1K
Filed 2026-10-20
Harbour Investments, Inc.
INCREASED
Shares726 from 371
Change+355 (+96%)
Value$53.2K (+$25.2K)
Filed 2026-11-09
Rossby Financial, LCC
NEW
Shares301
Change+301
Value$22.1K
Filed 2026-11-05
Hills Bank & Trust Co
N/A
Shares— from 316,720
Change-316,720 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 20,476
Change-20,476 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,210
Change-10,210 (-100%)
Value—
Status
Kohmann Bosshard Financial Services, LLC
INCREASED23,42411,377+12,047+106%$859.2K$1.7M+$857.7K2026-11-04
Concurrent Investment Advisors, LLC
NEW4,490—+4,490——$329.1K—2026-10-16
Platt Wealth Management LLC
NEW4,253—+4,253——$311—2026-11-04
10Elms LLP
NEW3,371—+3,371——$247.1K—2026-11-06
Sowell Financial Services LLC
NEW3,371—+3,371——$247.1K—2026-10-23
Opus Financial Solutions LLC
NEW3,022—+3,022——$221.5K—2026-11-06
Physician Wealth Advisors, Inc.
NEW806—+806——$59.1K—2026-10-20
Harbour Investments, Inc.
INCREASED726371+355+96%$28.0K$53.2K+$25.2K2026-11-09
Rossby Financial, LCC
NEW301—+301——$22.1K—2026-11-05
Hills Bank & Trust Co
N/A—316,720-316,720-100%$23.9M———
Citadel Advisors LLC
N/A—20,476-20,476-100%$1.5M———
Jane Street Group, LLC
N/A—10,210-10,210-100%$771.1K———
Showing 12 of 12 institutions