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Modera Wealth Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Modera 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
2026
Q2 		$9.84M Buy
156,747
+1,963
+1% +$123K 0.11% 136
2026
Q1 		$9.73M Buy
154,784
+9,359
+6% +$595K 0.12% 126
2025
Q4 		$9.25M Sell
145,425
-4,274
-3% -$274K 0.11% 134
2025
Q3 		$9.61M Buy
149,699
+5,841
+4% +$371K 0.11% 131
2025
Q2 		$9.12M Sell
143,858
-4,104
-3% -$256K 0.11% 133
2025
Q1 		$9.31M Buy
147,962
+9,659
+7% +$603K 0.13% 127
2024
Q4 		$8.57M Buy
138,303
+1,023
+0.7% +$64.6K 0.1% 135
2024
Q3 		$8.91M Buy
137,280
+43,040
+46% +$2.74M 0.11% 121
2024
Q2 		$5.85M Buy
94,240
+2,078
+2% +$128K 0.09% 141
2024
Q1 		$5.78M Buy
92,162
+10,223
+12% +$640K 0.09% 147
2023
Q4 		$5.19M Sell
81,939
-1,837
-2% -$111K 0.09% 152
2023
Q3 		$4.98M Buy
83,776
+3,093
+4% +$188K 0.09% 145
2023
Q2 		$5M Buy
80,683
+75,669
+1,509% +$4.69M 0.09% 148
2023
Q1 		$314K Sell
5,014
-750
-13% -$46.5K 0.01% 280
2022
Q4 		$350K Buy
+5,764
New +$347K 0.01% 259

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

Modera Wealth Management's VCEB Position: Q2 2026 in Review

Modera Wealth Management increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 1.3% in Q2 2026, buying an estimated $123K and bringing the position to 156,747 shares worth $9.84M. The position accounts for 0.11% of the portfolio, ranked #136.

Modera Wealth Management first reported a position in VCEB in Q4 2022 and has held it in 15 quarters since. 141 funds tracked by Wall St. Rank hold VCEB as of Q2 2026.

  • Modera Wealth Management held 156,747 shares of Vanguard ESG US Corporate Bond ETF worth $9.84M as of Q2 2026.
  • Modera Wealth Management bought 1,963 Vanguard ESG US Corporate Bond ETF shares in Q2 2026, an estimated $123K.
  • Vanguard ESG US Corporate Bond ETF made up 0.11% of Modera Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Modera Wealth Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 141 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.