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Charter Oak Capital Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Charter Oak Capital 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
2026
Q1 		$661K Buy
10,523
+336
+3% +$21.4K 0.05% 106
2025
Q4 		$648K Buy
10,187
+2,016
+25% +$129K 0.05% 111
2025
Q3 		$525K Buy
8,171
+3,852
+89% +$245K 0.04% 122
2025
Q2 		$274K Buy
4,319
+818
+23% +$51K 0.02% 170
2025
Q1 		$220K Buy
+3,501
New +$219K 0.02% 184
2022
Q3 		– Sell
-1,064
Closed -$67K – 855
2022
Q2 		$67K Sell
1,064
-270
-20% -$17.3K 0.01% 293
2022
Q1 		$91K Sell
1,334
-500
-27% -$34.9K 0.01% 274
2021
Q4 		$135K Sell
1,834
-1,013
-36% -$74.6K 0.02% 221
2021
Q3 		$210K Buy
2,847
+339
+14% +$25.4K 0.03% 167
2021
Q2 		$187K Buy
2,508
+4
+0.2% +$293 0.02% 180
2021
Q1 		$182K Buy
2,504
+3
+0.1% +$222 0.03% 174
2020
Q4 		$191K Buy
+2,501
New +$189K 0.03% 163

Other funds holding VCEB

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Bank of America
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
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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Charter Oak Capital Management's VCEB Position: Q1 2026 in Review

Charter Oak Capital Management increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 3.3% in Q1 2026, buying an estimated $21.4K and bringing the position to 10,523 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #106.

Charter Oak Capital Management first reported a position in VCEB in Q4 2020 and has held it in 12 quarters since. 129 funds tracked by Wall St. Rank hold VCEB as of Q1 2026.

  • Charter Oak Capital Management held 10,523 shares of Vanguard ESG US Corporate Bond ETF worth $661K as of Q1 2026.
  • Charter Oak Capital Management bought 336 Vanguard ESG US Corporate Bond ETF shares in Q1 2026, an estimated $21.4K.
  • Vanguard ESG US Corporate Bond ETF made up 0.05% of Charter Oak Capital Management's portfolio in Q1 2026, its #106 holding.
  • Charter Oak Capital Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2020 and has held it in 12 quarters since.
  • 129 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.