VBCB Institutional Ownership & Shareholders
VANGRD TRGT MAT 2028 CB ETF (VBCB) is currently held by 10 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $34.82M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Cornerstone Wealth Advisors, Inc. is currently the largest disclosed institutional shareholder of VBCB tracked by InsiderSet, reporting ownership valued at approximately $30.50M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $30.63M, representing an estimated gain of +0.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed VBCB value among the investors covered in this analysis. Major shareholders include Cornerstone Wealth Advisors, Inc., Jane Street Group, Llc, B. Riley Wealth Advisors, Inc., and several other long-term asset managers with concentrated positions in VANGRD TRGT MAT 2028 CB ETF (VBCB).
This page ranks the largest institutional VBCB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
10
Total Reported Value
$34.82M
Largest Holder
Cornerstone Wealth Advisors, Inc.
Largest Position
$30.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
12
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Advisors, Inc. | 6.40% | 407,325 | $30,498,622 | $30,634,669 | +$136,047 | +0.45% | |
| Jane Street Group, Llc | 0.00% | 16,985 | $1,283,981 | $1,277,432 | -$6,549 | -0.51% | |
| B. Riley Wealth Advisors, Inc. | 0.03% | 11,682 | $874,695 | $878,596 | +$3,901 | +0.45% | |
| Kohmann Bosshard Financial Services, Llc | 0.07% | 10,591 | $800,627 | $796,543 | -$4,084 | -0.51% | |
| Diversify Advisory Services, Llc | 0.01% | 6,383 | $478,401 | $480,062 | +$1,661 | +0.35% | |
| Diversify Wealth Management, Llc | 0.01% | 6,383 | $478,401 | $480,062 | +$1,661 | +0.35% | |
| Sowell Financial Services Llc | 0.01% | 3,251 | $243,405 | $244,506 | +$1,101 | +0.45% | |
| Harbor Investment Advisory, Llc | 0.01% | 1,325 | $99,210 | $99,652 | +$442 | +0.45% | |
| Physician Wealth Advisors, Inc. | 0.01% | 800 | $59,880 | $60,168 | +$288 | +0.48% | |
| Tower Research Capital Llc (Trc) | 0.00% | 89 | $6,728 | $6,694 | -$34 | -0.51% |
Frequently asked questions about VBCB
Who are the largest institutional holders of VBCB?
The largest institutional holders of VBCB reported in the latest SEC Form 13F filings include Cornerstone Wealth Advisors, Inc., Jane Street Group, Llc, B. Riley Wealth Advisors, Inc., Kohmann Bosshard Financial Services, Llc, and Diversify Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported VBCB position.
What is VBCB institutional ownership?
This page tracks VBCB positions reported by institutional investment managers through SEC Form 13F. VANGRD TRGT MAT 2028 CB ETF (VBCB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VBCB?
InsiderSet currently tracks 10 institutional managers reporting VBCB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VBCB shareholders.
How much VBCB stock do institutions own?
Institutional investment managers disclosed approximately $34.82M in VBCB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VBCB institutional ownership last updated?
The latest VBCB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VBCB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VBCB position after the reporting date.
Are institutions buying or selling VBCB?
Institutional buying and selling can be analyzed by comparing VBCB positions across consecutive 13F reporting periods. InsiderSet's VBCB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VBCB ownership changes.
How has VBCB institutional ownership changed over time?
InsiderSet tracks VBCB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.