Sowell Financial Services
VBCB icon

Sowell Financial Services’s Vanguard Target Maturity 2028 Corporate Bond ETF VBCB Stock Holding History

Sowell Financial Services’s Portfolio VBCB Stock Details VBCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$487K Buy
+6,502
New +$490K 0.01% 706

Other funds holding VBCB

Cornerstone Wealth Advisors
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 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
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Sowell Financial Services's VBCB Position: Q3 2026 in Review

Sowell Financial Services opened a new position in Vanguard Target Maturity 2028 Corporate Bond ETF (VBCB) in Q3 2026: 6,502 shares worth $487K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings.

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

  • Sowell Financial Services held 6,502 shares of Vanguard Target Maturity 2028 Corporate Bond ETF worth $487K as of Q3 2026.
  • Vanguard Target Maturity 2028 Corporate Bond ETF was a new Sowell Financial Services position in Q3 2026.
  • Vanguard Target Maturity 2028 Corporate Bond ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #706 holding.
  • 7 funds tracked by Wall St. Rank held Vanguard Target Maturity 2028 Corporate Bond ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.