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Essential Planning’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Essential Planning’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 		$404K Buy
6,433
+104
+2% +$6.53K 0.11% 64
2026
Q1 		$398K Sell
6,329
-6
-0.1% -$381 0.13% 62
2025
Q4 		$403K Buy
6,335
+10
+0.2% +$640 0.13% 61
2025
Q3 		$406K Sell
6,325
-173
-3% -$11K 0.14% 58
2025
Q2 		$412K Buy
6,498
+205
+3% +$12.8K 0.15% 54
2025
Q1 		$396K Sell
6,293
-405,456
-98% -$25.3M 0.16% 53
2024
Q4 		$26M Buy
411,749
+405,373
+6,358% +$25.6M 0.17% 52
2024
Q3 		$414K Sell
6,376
-46
-0.7% -$2.93K 0.17% 51
2024
Q2 		$399K Buy
6,422
+1,716
+36% +$106K 0.18% 49
2024
Q1 		$298K Hold
4,706
– – 0.15% 51
2023
Q4 		$298K Sell
4,706
-273
-5% -$16.5K 0.15% 51
2023
Q3 		$296K Hold
4,979
– – 0.16% 44
2023
Q2 		$309K Buy
4,979
+455
+10% +$28.2K 0.18% 42
2023
Q1 		$284K Buy
+4,524
New +$281K 0.17% 43

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

Essential Planning's VCEB Position: Q2 2026 in Review

Essential Planning increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 1.6% in Q2 2026, buying an estimated $6.53K and bringing the position to 6,433 shares worth $404K. The position accounts for 0.11% of the portfolio, ranked #64.

Essential Planning first reported a position in VCEB in Q1 2023 and has held it in 14 quarters since. The position peaked at $26M in Q4 2024. 141 funds tracked by Wall St. Rank hold VCEB as of Q2 2026.

  • Essential Planning held 6,433 shares of Vanguard ESG US Corporate Bond ETF worth $404K as of Q2 2026.
  • Essential Planning bought 104 Vanguard ESG US Corporate Bond ETF shares in Q2 2026, an estimated $6.53K.
  • Vanguard ESG US Corporate Bond ETF made up 0.11% of Essential Planning's portfolio in Q2 2026, its #64 holding.
  • Essential Planning first reported a position in Vanguard ESG US Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Essential Planning's Vanguard ESG US Corporate Bond ETF position peaked at $26M in Q4 2024.
  • 141 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.