Centric Wealth Management
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Centric Wealth Management’s Vanguard Target Maturity 2030 Corporate Bond ETF VBCD Stock Holding History

Centric Wealth Management’s Portfolio VBCD Stock Details VBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.5M Buy
+155,106
New +$11.6M 1.75% 12

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Jane Street
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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Platt Wealth Management
Platt Wealth Management San Diego, California $129M AUM 17.42% 1-Year Est. Return
10Elms LLP
10Elms LLP Tulsa, Oklahoma $238M AUM 12.04% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Opus Financial Solutions
Opus Financial Solutions Downers Grove, Illinois $113M AUM 11.54% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Centric Wealth Management's VBCD Position: Q3 2026 in Review

Centric Wealth Management opened a new position in Vanguard Target Maturity 2030 Corporate Bond ETF (VBCD) in Q3 2026: 155,106 shares worth $11.5M. The stake represents 1.75% of the portfolio and ranks #12 among its holdings.

12 funds tracked by Wall St. Rank hold VBCD as of Q3 2026.

  • Centric Wealth Management held 155,106 shares of Vanguard Target Maturity 2030 Corporate Bond ETF worth $11.5M as of Q3 2026.
  • Vanguard Target Maturity 2030 Corporate Bond ETF was a new Centric Wealth Management position in Q3 2026.
  • Vanguard Target Maturity 2030 Corporate Bond ETF made up 1.75% of Centric Wealth Management's portfolio in Q3 2026, its #12 holding.
  • 12 funds tracked by Wall St. Rank held Vanguard Target Maturity 2030 Corporate Bond ETF as of Q3 2026.

Based on Centric Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.