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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
Q2 		$570K Sell
9,075
-1,475
-14% -$92.6K ﹤0.01% 972
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

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

EP Wealth Advisors's VCEB Position: Q2 2026 in Review

EP Wealth Advisors reduced its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 14% in Q2 2026, selling an estimated $92.6K and leaving 9,075 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

EP Wealth Advisors first reported a position in VCEB in Q4 2025 and has held it in 3 quarters since. The position peaked at $666K in Q4 2025. 141 funds tracked by Wall St. Rank hold VCEB as of Q2 2026.

  • EP Wealth Advisors held 9,075 shares of Vanguard ESG US Corporate Bond ETF worth $570K as of Q2 2026.
  • EP Wealth Advisors sold 1,475 Vanguard ESG US Corporate Bond ETF shares in Q2 2026, an estimated $92.6K.
  • Vanguard ESG US Corporate Bond ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #972 holding.
  • EP Wealth Advisors first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Vanguard ESG US Corporate Bond ETF position peaked at $666K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.