Opus Financial Solutions
VBCA icon

Opus Financial Solutions’s Vanguard Target Maturity 2027 Corporate Bond ETF VBCA Stock Holding History

Opus Financial Solutions’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 		$716K Buy
+9,495
New +$717K 0.63% 41

Other funds holding VBCA

Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
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
10Elms LLP
10Elms LLP Tulsa, Oklahoma $238M AUM 12.04% 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
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Opus Financial Solutions's VBCA Position: Q3 2026 in Review

Opus Financial Solutions opened a new position in Vanguard Target Maturity 2027 Corporate Bond ETF (VBCA) in Q3 2026: 9,495 shares worth $716K. The stake represents 0.63% of the portfolio and ranks #41 among its holdings.

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

  • Opus Financial Solutions held 9,495 shares of Vanguard Target Maturity 2027 Corporate Bond ETF worth $716K as of Q3 2026.
  • Vanguard Target Maturity 2027 Corporate Bond ETF was a new Opus Financial Solutions position in Q3 2026.
  • Vanguard Target Maturity 2027 Corporate Bond ETF made up 0.63% of Opus Financial Solutions's portfolio in Q3 2026, its #41 holding.
  • 11 funds tracked by Wall St. Rank held Vanguard Target Maturity 2027 Corporate Bond ETF as of Q3 2026.

Based on Opus Financial Solutions's 13F filing for Q3 2026, filed 6 Nov 2026.