Column Capital Advisors’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Column Capital Advisors’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	$20K	Buy	336 +3	+0.9%	+$183	﹤0.01%	430
2023 Q2	$20.6K	Buy	333 +3	+0.9%	+$186	﹤0.01%	434
2023 Q1	$20.7K	Sell	330 -192,131	-100%	-$11.9M	﹤0.01%	442
2022 Q4	$192K	Sell	192,461 -84,916	-31%	-$5.12M	0.03%	133
2022 Q3	$277K	Sell	277,377 -25,649	-8%	-$1.61M	0.06%	89
2022 Q2	$303K	Buy	303,026 +298,354	+6,386%	+$19.2M	0.06%	81
2022 Q1	$317K	Buy	4,672 +842	+22%	+$58.7K	0.06%	93
2021 Q4	$282K	Hold	3,830	–	–	0.05%	101
2021 Q3	$283K	Hold	3,830	–	–	0.06%	98
2021 Q2	$285K	Hold	3,830	–	–	0.06%	96
2021 Q1	$278K	Hold	3,830	–	–	0.06%	92
2020 Q4	$292K	Buy	+3,830	New	+$289K	0.07%	82

Other funds holding VCEB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Column Capital Advisors's VCEB Position: Q3 2023 in Review

Column Capital Advisors increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 0.9% in Q3 2023, buying an estimated $183 and bringing the position to 336 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Column Capital Advisors first reported a position in VCEB in Q4 2020 and has held it in 12 quarters since. The position peaked at $317K in Q1 2022. 61 funds tracked by Wall St. Rank hold VCEB as of Q3 2023.

Column Capital Advisors held 336 shares of Vanguard ESG US Corporate Bond ETF worth $20K as of Q3 2023.
Column Capital Advisors bought 3 Vanguard ESG US Corporate Bond ETF shares in Q3 2023, an estimated $183.
Vanguard ESG US Corporate Bond ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #430 holding.
Column Capital Advisors first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2020 and has held it in 12 quarters since.
Column Capital Advisors's Vanguard ESG US Corporate Bond ETF position peaked at $317K in Q1 2022.
61 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.