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

EverSource 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 		$787K Buy
12,542
+1,162
+10% +$73K 0.03% 409
2026
Q1 		$715K Buy
11,380
+5,956
+110% +$378K 0.02% 476
2025
Q4 		$345K Buy
+5,424
New +$347K 0.01% 698

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

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

EverSource Wealth Advisors increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 10% in Q2 2026, buying an estimated $73K and bringing the position to 12,542 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #409.

EverSource Wealth Advisors first reported a position in VCEB in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold VCEB as of Q2 2026.

  • EverSource Wealth Advisors held 12,542 shares of Vanguard ESG US Corporate Bond ETF worth $787K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,162 Vanguard ESG US Corporate Bond ETF shares in Q2 2026, an estimated $73K.
  • Vanguard ESG US Corporate Bond ETF made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #409 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.