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 Q2	$337K	Buy	5,366 +23	+0.4%	+$1.44K	0.22%	52
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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Joel Adams & Associates's VCEB Position: Q2 2026 in Review

Joel Adams & Associates increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 0.43% in Q2 2026, buying an estimated $1.44K and bringing the position to 5,366 shares worth $337K. The position accounts for 0.22% of the portfolio, ranked #52.

Joel Adams & Associates first reported a position in VCEB in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold VCEB as of Q2 2026.

Joel Adams & Associates held 5,366 shares of Vanguard ESG US Corporate Bond ETF worth $337K as of Q2 2026.
Joel Adams & Associates bought 23 Vanguard ESG US Corporate Bond ETF shares in Q2 2026, an estimated $1.44K.
Vanguard ESG US Corporate Bond ETF made up 0.22% of Joel Adams & Associates's portfolio in Q2 2026, its #52 holding.
Joel Adams & Associates first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.