Cerity Partners’s Vanguard Target Maturity 2028 Corporate Bond ETF VBCB Stock Holding History

Cerity Partners’s Portfolio VBCB Stock Details VBCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$300K	Buy	+4,000	New	+$301K	﹤0.01%	2804

Other funds holding VBCB

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Opus Financial Solutions Downers Grove, Illinois $113M AUM 11.54% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

10Elms LLP Tulsa, Oklahoma $238M AUM 12.04% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Cerity Partners's VBCB Position: Q3 2026 in Review

Cerity Partners opened a new position in Vanguard Target Maturity 2028 Corporate Bond ETF (VBCB) in Q3 2026: 4,000 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #2804 among its holdings.

15 funds tracked by Wall St. Rank hold VBCB as of Q3 2026.

Cerity Partners held 4,000 shares of Vanguard Target Maturity 2028 Corporate Bond ETF worth $300K as of Q3 2026.
Vanguard Target Maturity 2028 Corporate Bond ETF was a new Cerity Partners position in Q3 2026.
Vanguard Target Maturity 2028 Corporate Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #2804 holding.
15 funds tracked by Wall St. Rank held Vanguard Target Maturity 2028 Corporate Bond ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.