Farrell Financial’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Farrell Financial’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 Q3	$889K	Sell	14,923 -621	-4%	-$38.1K	0.48%	37
2026 Q2	$976K	Sell	15,544 -695	-4%	-$43.6K	0.53%	37
2026 Q1	$1.02M	Sell	16,239 -47	-0.3%	-$2.99K	0.61%	34
2025 Q4	$1.04M	Buy	16,286 +207	+1%	+$13.3K	0.61%	32
2025 Q3	$1.03M	Buy	16,079 +1,523	+10%	+$96.7K	0.65%	29
2025 Q2	$923K	Buy	14,556 +3,216	+28%	+$200K	0.62%	32
2025 Q1	$714K	Buy	11,340 +1,648	+17%	+$103K	0.52%	37
2024 Q4	$601K	Buy	9,692 +3,988	+70%	+$252K	0.43%	40
2024 Q3	$361K	Buy	5,704 +1,856	+48%	+$118K	0.26%	53
2024 Q2	$239K	Buy	3,848 +499	+15%	+$30.8K	0.19%	57
2024 Q1	$210K	Buy	+3,349	New	+$210K	0.17%	62

Other funds holding VCEB

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return

Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $696M AUM 7.87% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Farrell Financial's VCEB Position: Q3 2026 in Review

Farrell Financial reduced its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 4% in Q3 2026, selling an estimated $38.1K and leaving 14,923 shares worth $889K. The position accounts for 0.48% of the portfolio, ranked #37.

Farrell Financial first reported a position in VCEB in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.04M in Q4 2025. 30 funds tracked by Wall St. Rank hold VCEB as of Q3 2026.

Farrell Financial held 14,923 shares of Vanguard ESG US Corporate Bond ETF worth $889K as of Q3 2026.
Farrell Financial sold 621 Vanguard ESG US Corporate Bond ETF shares in Q3 2026, an estimated $38.1K.
Vanguard ESG US Corporate Bond ETF made up 0.48% of Farrell Financial's portfolio in Q3 2026, its #37 holding.
Farrell Financial first reported a position in Vanguard ESG US Corporate Bond ETF in Q1 2024 and has held it in 11 quarters since.
Farrell Financial's Vanguard ESG US Corporate Bond ETF position peaked at $1.04M in Q4 2025.
30 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q3 2026.

Based on Farrell Financial's 13F filing for Q3 2026, filed 16 Oct 2026.