Meredith Wealth Planning
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Meredith Wealth Planning’s Vanguard Target Maturity 2027 Corporate Bond ETF VBCA Stock Holding History

Meredith Wealth Planning’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 		$260K Buy
3,449
+149
+5% +$11.3K 0.06% 71
2026
Q2 		$250K Buy
+3,300
New +$249K 0.06% 68

Other funds holding VBCA

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Meredith Wealth Planning's VBCA Position: Q3 2026 in Review

Meredith Wealth Planning increased its Vanguard Target Maturity 2027 Corporate Bond ETF (VBCA) stake by 4.5% in Q3 2026, buying an estimated $11.3K and bringing the position to 3,449 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #71.

Meredith Wealth Planning first reported a position in VBCA in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold VBCA as of Q3 2026.

  • Meredith Wealth Planning held 3,449 shares of Vanguard Target Maturity 2027 Corporate Bond ETF worth $260K as of Q3 2026.
  • Meredith Wealth Planning bought 149 Vanguard Target Maturity 2027 Corporate Bond ETF shares in Q3 2026, an estimated $11.3K.
  • Vanguard Target Maturity 2027 Corporate Bond ETF made up 0.06% of Meredith Wealth Planning's portfolio in Q3 2026, its #71 holding.
  • Meredith Wealth Planning first reported a position in Vanguard Target Maturity 2027 Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Vanguard Target Maturity 2027 Corporate Bond ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.