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EP Wealth Advisors’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

EP Wealth 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
2026
Q1 		$663K Buy
10,550
+79
+0.8% +$5.02K ﹤0.01% 786
2025
Q4 		$666K Buy
+10,471
New +$671K ﹤0.01% 747

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

EP Wealth Advisors's VCEB Position: Q1 2026 in Review

EP Wealth Advisors increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 0.75% in Q1 2026, buying an estimated $5.02K and bringing the position to 10,550 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

EP Wealth Advisors first reported a position in VCEB in Q4 2025 and has held it in 2 quarters since. The position peaked at $666K in Q4 2025. 129 funds tracked by Wall St. Rank hold VCEB as of Q1 2026.

  • EP Wealth Advisors held 10,550 shares of Vanguard ESG US Corporate Bond ETF worth $663K as of Q1 2026.
  • EP Wealth Advisors bought 79 Vanguard ESG US Corporate Bond ETF shares in Q1 2026, an estimated $5.02K.
  • Vanguard ESG US Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #786 holding.
  • EP Wealth Advisors first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Vanguard ESG US Corporate Bond ETF position peaked at $666K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.