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Joel Adams & Associates’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Joel Adams & Associates’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 		$336K Buy
5,343
+80
+2% +$5.08K 0.25% 48
2025
Q4 		$335K Buy
5,263
+21
+0.4% +$1.34K 0.25% 50
2025
Q3 		$337K Hold
5,242
– – 0.27% 49
2025
Q2 		$332K Hold
5,242
– – 0.29% 44
2025
Q1 		$330K Hold
5,242
– – 0.3% 42
2024
Q4 		$325K Buy
+5,242
New +$331K 0.3% 42

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

Joel Adams & Associates's VCEB Position: Q1 2026 in Review

Joel Adams & Associates increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 1.5% in Q1 2026, buying an estimated $5.08K and bringing the position to 5,343 shares worth $336K. The position accounts for 0.25% of the portfolio, ranked #48.

Joel Adams & Associates first reported a position in VCEB in Q4 2024 and has held it in 6 quarters since. The position peaked at $337K in Q3 2025. 129 funds tracked by Wall St. Rank hold VCEB as of Q1 2026.

  • Joel Adams & Associates held 5,343 shares of Vanguard ESG US Corporate Bond ETF worth $336K as of Q1 2026.
  • Joel Adams & Associates bought 80 Vanguard ESG US Corporate Bond ETF shares in Q1 2026, an estimated $5.08K.
  • Vanguard ESG US Corporate Bond ETF made up 0.25% of Joel Adams & Associates's portfolio in Q1 2026, its #48 holding.
  • Joel Adams & Associates first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Joel Adams & Associates's Vanguard ESG US Corporate Bond ETF position peaked at $337K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.