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Caldwell Trust’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Caldwell Trust’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
2023
Q3 		– Sell
-145
Closed -$8.99K – 756
2023
Q2 		$8.99K Hold
145
– – ﹤0.01% 633
2023
Q1 		$9.09K Hold
145
– – ﹤0.01% 630
2022
Q4 		$8.8K Hold
145
– – ﹤0.01% 625
2022
Q3 		$8.61K Hold
145
– – ﹤0.01% 623
2022
Q2 		$9.13K Hold
145
– – ﹤0.01% 635
2022
Q1 		$9.84K Hold
145
– – ﹤0.01% 642
2021
Q4 		$10.7K Buy
+145
New +$10.7K ﹤0.01% 637

Other funds holding VCEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return

Caldwell Trust's VCEB Position: Q3 2023 in Review

Caldwell Trust sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q3 2023, closing a stake of 145 shares — an estimated $8.99K sold.

Caldwell Trust first reported a position in VCEB in Q4 2021 and held it in 7 quarters. The position peaked at $10.7K in Q4 2021. 61 funds tracked by Wall St. Rank hold VCEB as of Q3 2023.

  • Caldwell Trust reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Caldwell Trust sold 145 Vanguard ESG US Corporate Bond ETF shares in Q3 2023, an estimated $8.99K.
  • Caldwell Trust first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2021 and held it in 7 quarters.
  • Caldwell Trust's Vanguard ESG US Corporate Bond ETF position peaked at $10.7K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q3 2023.

Based on Caldwell Trust's 13F filing for Q3 2023, filed 1 Oct 2025.