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Meritage Portfolio Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Meritage Portfolio 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
Q4 		$721K Hold
11,338
– – 0.05% 197
2025
Q3 		$728K Buy
11,338
+3,510
+45% +$223K 0.05% 199
2025
Q2 		$496K Buy
7,828
+3,270
+72% +$204K 0.03% 242
2025
Q1 		$287K Buy
+4,558
New +$285K 0.02% 285

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
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Meritage Portfolio Management's VCEB Position: Q4 2025 in Review

Meritage Portfolio Management held its Vanguard ESG US Corporate Bond ETF (VCEB) position steady in Q4 2025 at 11,338 shares worth $721K. The position accounts for 0.05% of the portfolio, ranked #197.

Meritage Portfolio Management first reported a position in VCEB in Q1 2025 and has held it in 4 quarters since. The position peaked at $728K in Q3 2025. 124 funds tracked by Wall St. Rank hold VCEB as of Q4 2025.

  • Meritage Portfolio Management held 11,338 shares of Vanguard ESG US Corporate Bond ETF worth $721K as of Q4 2025.
  • Meritage Portfolio Management left its Vanguard ESG US Corporate Bond ETF share count unchanged in Q4 2025.
  • Vanguard ESG US Corporate Bond ETF made up 0.05% of Meritage Portfolio Management's portfolio in Q4 2025, its #197 holding.
  • Meritage Portfolio Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Meritage Portfolio Management's Vanguard ESG US Corporate Bond ETF position peaked at $728K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.