Opus Financial Solutions’s Vanguard Target Maturity 2029 Corporate Bond ETF VBCC Stock Holding History

Opus Financial Solutions’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	$588K	Buy	+7,940	New	+$595K	0.52%	50

Other funds holding VBCC

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

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

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

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

Opus Financial Solutions opened a new position in Vanguard Target Maturity 2029 Corporate Bond ETF (VBCC) in Q3 2026: 7,940 shares worth $588K. The stake represents 0.52% of the portfolio and ranks #50 among its holdings.

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

Opus Financial Solutions held 7,940 shares of Vanguard Target Maturity 2029 Corporate Bond ETF worth $588K as of Q3 2026.
Vanguard Target Maturity 2029 Corporate Bond ETF was a new Opus Financial Solutions position in Q3 2026.
Vanguard Target Maturity 2029 Corporate Bond ETF made up 0.52% of Opus Financial Solutions's portfolio in Q3 2026, its #50 holding.
7 funds tracked by Wall St. Rank held Vanguard Target Maturity 2029 Corporate Bond ETF as of Q3 2026.

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