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

Level Financial 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	$1.35M	Sell	21,461 -4,101	-16%	-$258K	0.3%	41
2026 Q1	$1.61M	Buy	25,562 +1,033	+4%	+$65.6K	0.41%	38
2025 Q4	$1.56M	Buy	24,529 +5,351	+28%	+$343K	0.41%	39
2025 Q3	$1.23M	Buy	19,178 +1,372	+8%	+$87.1K	0.35%	41
2025 Q2	$1.13M	Sell	17,806 -271	-1%	-$16.9K	0.35%	45
2025 Q1	$1.14M	Buy	18,077 +644	+4%	+$40.2K	0.39%	41
2024 Q4	$1.08M	Buy	17,433 +3,817	+28%	+$241K	0.4%	41
2024 Q3	$883K	Buy	13,616 +8	+0.1%	+$510	0.34%	41
2024 Q2	$845K	Buy	13,608 +795	+6%	+$49.1K	0.37%	39
2024 Q1	$804K	Sell	12,813 -2,229	-15%	-$140K	0.36%	40
2023 Q4	$953K	Buy	15,042 +1,863	+14%	+$113K	0.47%	33
2023 Q3	$783K	Buy	13,179 +2,814	+27%	+$171K	0.44%	30
2023 Q2	$642K	Buy	10,365 +2,495	+32%	+$155K	0.36%	34
2023 Q1	$493K	Buy	7,870 +2,387	+44%	+$148K	0.3%	36
2022 Q4	$333K	Buy	5,483 +1,267	+30%	+$76.4K	0.22%	43
2022 Q3	$250K	Hold	4,216	–	–	0.18%	45
2022 Q2	$265K	Buy	+4,216	New	+$271K	0.2%	41

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

Level Financial Advisors's VCEB Position: Q2 2026 in Review

Level Financial Advisors reduced its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 16% in Q2 2026, selling an estimated $258K and leaving 21,461 shares worth $1.35M. The position accounts for 0.3% of the portfolio, ranked #41.

Level Financial Advisors first reported a position in VCEB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.61M in Q1 2026. 141 funds tracked by Wall St. Rank hold VCEB as of Q2 2026.

Level Financial Advisors held 21,461 shares of Vanguard ESG US Corporate Bond ETF worth $1.35M as of Q2 2026.
Level Financial Advisors sold 4,101 Vanguard ESG US Corporate Bond ETF shares in Q2 2026, an estimated $258K.
Vanguard ESG US Corporate Bond ETF made up 0.3% of Level Financial Advisors's portfolio in Q2 2026, its #41 holding.
Level Financial Advisors first reported a position in Vanguard ESG US Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
Level Financial Advisors's Vanguard ESG US Corporate Bond ETF position peaked at $1.61M in Q1 2026.
141 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.