AWM
VCEB icon

Avior Wealth Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Avior Wealth Management’s Portfolio VCEB Stock Details VCEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-582
Closed -$36.1K – 2267
2024
Q4 		$36.1K Buy
582
+1
+0.2% +$63 ﹤0.01% 1252
2024
Q3 		$37.7K Buy
581
+1
+0.2% +$64 ﹤0.01% 1216
2024
Q2 		$36K Buy
+580
New +$35.8K ﹤0.01% 1210

Other funds holding VCEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Avior Wealth Management's VCEB Position: Q1 2025 in Review

Avior Wealth Management sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q1 2025, closing a stake of 582 shares — an estimated $36.1K sold.

Avior Wealth Management first reported a position in VCEB in Q2 2024 and held it in 3 quarters. The position peaked at $37.7K in Q3 2024. 99 funds tracked by Wall St. Rank hold VCEB as of Q1 2025.

  • Avior Wealth Management reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 582 Vanguard ESG US Corporate Bond ETF shares in Q1 2025, an estimated $36.1K.
  • Avior Wealth Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's Vanguard ESG US Corporate Bond ETF position peaked at $37.7K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.