Physician Wealth Advisors
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Physician Wealth Advisors’s Vanguard Target Maturity 2030 Corporate Bond ETF VBCD Stock Holding History

Physician Wealth Advisors’s Portfolio VBCD Stock Details VBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$59.1K Buy
+806
New +$60.2K 0.01% 417

Other funds holding VBCD

Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Centric Wealth Management
Centric Wealth Management Chicago, Illinois $657M AUM 18.15% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Platt Wealth Management
Platt Wealth Management San Diego, California $129M AUM 17.42% 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
Opus Financial Solutions
Opus Financial Solutions Downers Grove, Illinois $113M AUM 11.54% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Physician Wealth Advisors's VBCD Position: Q3 2026 in Review

Physician Wealth Advisors opened a new position in Vanguard Target Maturity 2030 Corporate Bond ETF (VBCD) in Q3 2026: 806 shares worth $59.1K. The stake represents 0.01% of the portfolio and ranks #417 among its holdings.

12 funds tracked by Wall St. Rank hold VBCD as of Q3 2026.

  • Physician Wealth Advisors held 806 shares of Vanguard Target Maturity 2030 Corporate Bond ETF worth $59.1K as of Q3 2026.
  • Vanguard Target Maturity 2030 Corporate Bond ETF was a new Physician Wealth Advisors position in Q3 2026.
  • Vanguard Target Maturity 2030 Corporate Bond ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #417 holding.
  • 12 funds tracked by Wall St. Rank held Vanguard Target Maturity 2030 Corporate Bond ETF as of Q3 2026.

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