BFC Planning, Inc.’s Vanguard Target Maturity 2029 Corporate Bond ETF VBCC Stock Holding History

BFC Planning, Inc.’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	$90.4K	Buy	+1,220	New	+$91.5K	﹤0.01%	1284

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Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 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

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

BFC Planning, Inc.'s VBCC Position: Q3 2026 in Review

BFC Planning, Inc. opened a new position in Vanguard Target Maturity 2029 Corporate Bond ETF (VBCC) in Q3 2026: 1,220 shares worth $90.4K. The stake represents ﹤0.01% of the portfolio and ranks #1284 among its holdings.

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

BFC Planning, Inc. held 1,220 shares of Vanguard Target Maturity 2029 Corporate Bond ETF worth $90.4K as of Q3 2026.
Vanguard Target Maturity 2029 Corporate Bond ETF was a new BFC Planning, Inc. position in Q3 2026.
Vanguard Target Maturity 2029 Corporate Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1284 holding.
14 funds tracked by Wall St. Rank held Vanguard Target Maturity 2029 Corporate Bond ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.