Vangrd TRGT Mat 2027 CB ETFVBCAETF

13F holders, Q2 2026 (June 30)
6holders +4
6new positions
2sold out
$75.67avg. 13F price*

At the end of Q2 2026, 6 institutions reported holding Vangrd TRGT Mat 2027 CB ETF (VBCA) in their 13F filings, up 4 from Q1 2026. 6 opened new positions and 2 sold out. The largest holders were Hills Bank & Trust Co ($24.0M), Kohmann Bosshard Financial Services, LLC ($802K) and Indivisible Partners ($268K).

Company
Vangrd TRGT Mat 2027 CB ETF
Filed as
VANGUARD WELLESLEY INCOME FD (Q2 2026)
CUSIP
921938700
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2026: 2Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions6$25.6M
Exits2$3.9M

All 13F filers, Q1 2026 → Q2 2026: 338,720 shares bought and 51,935 shares sold, net +286,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Hills Bank & Trust Co 1.02% New 317,164 $24.0M
Kohmann Bosshard Financial Services, LLC 0.07% New 10,603 $802K
Indivisible Partners 0.02% New 3,543 $268K
Meredith Wealth Planning 0.06% New 3,300 $250K
Physician Wealth Advisors, Inc. 0.03% New 2,785 $211K
Harbor Investment Advisory, LLC 0.01% New 1,325 $100K

"% of holder's portfolio" is VBCA's weight in each manager's 13F, not the share of Vangrd TRGT Mat 2027 CB ETF the manager owns.