MWM
VCEB icon

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

Modern 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
Q1 		$1.19M Buy
18,958
+12,275
+184% +$780K 0.02% 384
2025
Q4 		$425K Buy
+6,683
New +$428K 0.01% 572

Other funds holding VCEB

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Modern Wealth Management's VCEB Position: Q1 2026 in Review

Modern Wealth Management increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 184% in Q1 2026, buying an estimated $780K and bringing the position to 18,958 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #384.

Modern Wealth Management first reported a position in VCEB in Q4 2025 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold VCEB as of Q1 2026.

  • Modern Wealth Management held 18,958 shares of Vanguard ESG US Corporate Bond ETF worth $1.19M as of Q1 2026.
  • Modern Wealth Management bought 12,275 Vanguard ESG US Corporate Bond ETF shares in Q1 2026, an estimated $780K.
  • Vanguard ESG US Corporate Bond ETF made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #384 holding.
  • Modern Wealth Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.