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Vangrd Trgt MAT 2029 CB ETF (VBCC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Opus Financial Solutions LLC
NEW
Shares7,940
Change+7,940
Value$588.1K
Filed 2026-11-06
Concurrent Investment Advisors, LLC
NEW
Shares4,490
Change+4,490
Value$332.6K
Filed 2026-10-16
Sowell Financial Services LLC
NEW
Shares3,723
Change+3,723
Value$275.8K
Filed 2026-10-23
10Elms LLP
NEW
Shares3,723
Change+3,723
Value$275.8K
Filed 2026-11-06
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,324 from 1,324
Change0 (0%)
Value$98.1K (-$2.0K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
NEW
Shares806
Change+806
Value$59.7K
Filed 2026-10-20
Harbour Investments, Inc.
INCREASED
Shares545 from 265
Change+280 (+106%)
Value$40.4K (+$20.3K)
Filed 2026-11-09
Rossby Financial, LCC
NEW
Shares296
Change+296
Value$21.9K
Filed 2026-11-05
Hills Bank & Trust Co
N/A
Shares— from 317,270
Change-317,270 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Status
Opus Financial Solutions LLC
NEW7,940—+7,940——$588.1K—2026-11-06
Concurrent Investment Advisors, LLC
NEW4,490—+4,490——$332.6K—2026-10-16
Sowell Financial Services LLC
NEW3,723—+3,723——$275.8K—2026-10-23
10Elms LLP
NEW3,723—+3,723——$275.8K—2026-11-06
Harbor Investment Advisory, LLC
UNCHANGED1,3241,32400%$100.1K$98.1K-$2.0K2026-10-13
Physician Wealth Advisors, Inc.
NEW806—+806——$59.7K—2026-10-20
Harbour Investments, Inc.
INCREASED545265+280+106%$20.0K$40.4K+$20.3K2026-11-09
Rossby Financial, LCC
NEW296—+296——$21.9K—2026-11-05
Hills Bank & Trust Co
N/A—317,270-317,270-100%$24.0M———
Advisory Services Network, LLC
N/A—2,780-2,780-100%$210.1K———
Showing 10 of 10 institutions