Sowell Financial Services’s Vanguard Target Maturity 2029 Corporate Bond ETF VBCC Stock Holding History

Sowell Financial Services’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	$276K	Buy	+3,723	New	+$279K	0.01%	914

Other funds holding VBCC

Opus Financial Solutions Downers Grove, Illinois $113M AUM 11.54% 1-Year Est. Return

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

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

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

Sowell Financial Services opened a new position in Vanguard Target Maturity 2029 Corporate Bond ETF (VBCC) in Q3 2026: 3,723 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #914 among its holdings.

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

Sowell Financial Services held 3,723 shares of Vanguard Target Maturity 2029 Corporate Bond ETF worth $276K as of Q3 2026.
Vanguard Target Maturity 2029 Corporate Bond ETF was a new Sowell Financial Services position in Q3 2026.
Vanguard Target Maturity 2029 Corporate Bond ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #914 holding.
7 funds tracked by Wall St. Rank held Vanguard Target Maturity 2029 Corporate Bond ETF as of Q3 2026.

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