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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
Q2 		$1.36M Buy
21,603
+2,645
+14% +$166K 0.02% 453
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

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

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

Modern Wealth Management increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 14% in Q2 2026, buying an estimated $166K and bringing the position to 21,603 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #453.

Modern Wealth Management first reported a position in VCEB in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold VCEB as of Q2 2026.

  • Modern Wealth Management held 21,603 shares of Vanguard ESG US Corporate Bond ETF worth $1.36M as of Q2 2026.
  • Modern Wealth Management bought 2,645 Vanguard ESG US Corporate Bond ETF shares in Q2 2026, an estimated $166K.
  • Vanguard ESG US Corporate Bond ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #453 holding.
  • Modern Wealth Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.