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Keudell/Morrison Wealth Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Keudell/Morrison Wealth Management’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
2025
Q2 		$318K Buy
5,016
+181
+4% +$11.3K 0.07% 162
2025
Q1 		$304K Buy
4,835
+85
+2% +$5.31K 0.07% 159
2024
Q4 		$294K Buy
4,750
+10
+0.2% +$632 0.08% 162
2024
Q3 		$308K Sell
4,740
-755
-14% -$48.1K 0.08% 159
2024
Q2 		$341K Buy
5,495
+127
+2% +$7.85K 0.1% 144
2024
Q1 		$337K Buy
5,368
+720
+15% +$45.1K 0.1% 148
2023
Q4 		$295K Buy
4,648
+15
+0.3% +$906 0.1% 155
2023
Q3 		$275K Buy
4,633
+585
+14% +$35.6K 0.08% 149
2023
Q2 		$251K Buy
4,048
+175
+5% +$10.9K 0.07% 164
2023
Q1 		$243K Buy
+3,873
New +$240K 0.07% 161

Other funds holding VCEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Keudell/Morrison Wealth Management's VCEB Position: Q2 2025 in Review

Keudell/Morrison Wealth Management increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 3.7% in Q2 2025, buying an estimated $11.3K and bringing the position to 5,016 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #162.

Keudell/Morrison Wealth Management first reported a position in VCEB in Q1 2023 and has held it in 10 quarters since. The position peaked at $341K in Q2 2024. 102 funds tracked by Wall St. Rank hold VCEB as of Q2 2025.

  • Keudell/Morrison Wealth Management held 5,016 shares of Vanguard ESG US Corporate Bond ETF worth $318K as of Q2 2025.
  • Keudell/Morrison Wealth Management bought 181 Vanguard ESG US Corporate Bond ETF shares in Q2 2025, an estimated $11.3K.
  • Vanguard ESG US Corporate Bond ETF made up 0.07% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #162 holding.
  • Keudell/Morrison Wealth Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q1 2023 and has held it in 10 quarters since.
  • Keudell/Morrison Wealth Management's Vanguard ESG US Corporate Bond ETF position peaked at $341K in Q2 2024.
  • 102 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.