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Milestone Investment Advisors’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Milestone Investment 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 		$176K Sell
2,798
-32
-1% -$2.01K 0.04% 94
2026
Q1 		$178K Sell
2,830
-160
-5% -$10.2K 0.04% 90
2025
Q4 		$190K Sell
2,990
-8
-0.3% -$512 0.05% 85
2025
Q3 		$192K Sell
2,998
-12
-0.4% -$762 0.05% 83
2025
Q2 		$191K Buy
3,010
+640
+27% +$39.9K 0.05% 80
2025
Q1 		$149K Sell
2,370
-11
-0.5% -$687 0.04% 87
2024
Q4 		$148K Buy
2,381
+1,279
+116% +$80.8K 0.04% 86
2024
Q3 		$71.5K Buy
1,102
+239
+28% +$15.2K 0.02% 98
2024
Q2 		$53.6K Hold
863
– – 0.01% 101
2024
Q1 		$54.2K Buy
863
+804
+1,363% +$50.3K 0.01% 98
2023
Q4 		$3.74K Sell
59
-9
-13% -$544 ﹤0.01% 121
2023
Q3 		$4.04K Hold
68
– – ﹤0.01% 334
2023
Q2 		$4.21K Hold
68
– – ﹤0.01% 115
2023
Q1 		$4.26K Hold
68
– – ﹤0.01% 334
2022
Q4 		$4.13K Buy
+68
New +$4.1K ﹤0.01% 114

Other funds holding VCEB

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Bank of America
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
DC
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

Milestone Investment Advisors's VCEB Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 1.1% in Q2 2026, selling an estimated $2.01K and leaving 2,798 shares worth $176K. The position accounts for 0.04% of the portfolio, ranked #94.

Milestone Investment Advisors first reported a position in VCEB in Q4 2022 and has held it in 15 quarters since. The position peaked at $192K in Q3 2025. 141 funds tracked by Wall St. Rank hold VCEB as of Q2 2026.

  • Milestone Investment Advisors held 2,798 shares of Vanguard ESG US Corporate Bond ETF worth $176K as of Q2 2026.
  • Milestone Investment Advisors sold 32 Vanguard ESG US Corporate Bond ETF shares in Q2 2026, an estimated $2.01K.
  • Vanguard ESG US Corporate Bond ETF made up 0.04% of Milestone Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Milestone Investment Advisors first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Investment Advisors's Vanguard ESG US Corporate Bond ETF position peaked at $192K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.