Diversify Wealth Management
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Diversify Wealth Management’s Vanguard Target Maturity 2027 Corporate Bond ETF VBCA Stock Holding History

Diversify Wealth Management’s Portfolio VBCA Stock Details VBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$691K Buy
+9,177
New +$693K 0.01% 798

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Physician Wealth Advisors
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Meredith Wealth Planning
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Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Diversify Wealth Management's VBCA Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Vanguard Target Maturity 2027 Corporate Bond ETF (VBCA) in Q3 2026: 9,177 shares worth $691K. The stake represents 0.01% of the portfolio and ranks #798 among its holdings.

7 funds tracked by Wall St. Rank hold VBCA as of Q3 2026.

  • Diversify Wealth Management held 9,177 shares of Vanguard Target Maturity 2027 Corporate Bond ETF worth $691K as of Q3 2026.
  • Vanguard Target Maturity 2027 Corporate Bond ETF was a new Diversify Wealth Management position in Q3 2026.
  • Vanguard Target Maturity 2027 Corporate Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #798 holding.
  • 7 funds tracked by Wall St. Rank held Vanguard Target Maturity 2027 Corporate Bond ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.