Carr Financial Group’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Carr Financial Group’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
2026 Q1	$450K	Sell	7,166 -127	-2%	-$8.07K	0.12%	105
2025 Q4	$464K	Buy	7,293 +77	+1%	+$4.93K	0.12%	107
2025 Q3	$463K	Buy	7,216 +59	+0.8%	+$3.75K	0.13%	105
2025 Q2	$454K	Buy	7,157 +59	+0.8%	+$3.68K	0.13%	101
2025 Q1	$447K	Buy	7,098 +37	+0.5%	+$2.31K	0.15%	100
2024 Q4	$438K	Sell	7,061 -4,360	-38%	-$275K	0.14%	105
2024 Q3	$741K	Sell	11,421 -4,853	-30%	-$309K	0.22%	80
2024 Q2	$1.01M	Buy	16,274 +1,474	+10%	+$91.1K	0.32%	57
2024 Q1	$929K	Hold	14,800	–	–	0.31%	62
2023 Q4	$938K	Hold	14,800	–	–	0.35%	58
2023 Q3	$879K	Hold	14,800	–	–	0.35%	56
2023 Q2	$917K	Hold	14,800	–	–	0.37%	53
2023 Q1	$928K	Sell	14,800 -5,000	-25%	-$310K	0.41%	46
2022 Q4	$1.2M	Buy	+19,800	New	+$1.19M	0.63%	31

Other funds holding VCEB

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Carr Financial Group's VCEB Position: Q1 2026 in Review

Carr Financial Group reduced its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 1.7% in Q1 2026, selling an estimated $8.07K and leaving 7,166 shares worth $450K. The position accounts for 0.12% of the portfolio, ranked #105.

Carr Financial Group first reported a position in VCEB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2022. 129 funds tracked by Wall St. Rank hold VCEB as of Q1 2026.

Carr Financial Group held 7,166 shares of Vanguard ESG US Corporate Bond ETF worth $450K as of Q1 2026.
Carr Financial Group sold 127 Vanguard ESG US Corporate Bond ETF shares in Q1 2026, an estimated $8.07K.
Vanguard ESG US Corporate Bond ETF made up 0.12% of Carr Financial Group's portfolio in Q1 2026, its #105 holding.
Carr Financial Group first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Carr Financial Group's Vanguard ESG US Corporate Bond ETF position peaked at $1.2M in Q4 2022.
129 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.