Cerity Partners’s Vanguard Target Maturity 2029 Corporate Bond ETF VBCC Stock Holding History

Cerity Partners’s Portfolio VBCC Stock Details VBCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$296K	Buy	+4,000	New	+$300K	﹤0.01%	2818

Other funds holding VBCC

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

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

Advisory Services Network Atlanta, Georgia $8.32B AUM 29.07% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Cerity Partners's VBCC Position: Q3 2026 in Review

Cerity Partners opened a new position in Vanguard Target Maturity 2029 Corporate Bond ETF (VBCC) in Q3 2026: 4,000 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #2818 among its holdings.

14 funds tracked by Wall St. Rank hold VBCC as of Q3 2026.

Cerity Partners held 4,000 shares of Vanguard Target Maturity 2029 Corporate Bond ETF worth $296K as of Q3 2026.
Vanguard Target Maturity 2029 Corporate Bond ETF was a new Cerity Partners position in Q3 2026.
Vanguard Target Maturity 2029 Corporate Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #2818 holding.
14 funds tracked by Wall St. Rank held Vanguard Target Maturity 2029 Corporate Bond ETF as of Q3 2026.

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