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

North Berkeley 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 		$8.98M Buy
143,033
+63,285
+79% +$3.97M 3.63% 12
2026
Q1 		$5.01M Buy
+79,748
New +$5.07M 2.65% 14

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

North Berkeley Wealth Management's VCEB Position: Q2 2026 in Review

North Berkeley Wealth Management increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 79% in Q2 2026, buying an estimated $3.97M and bringing the position to 143,033 shares worth $8.98M. The position accounts for 3.63% of the portfolio, ranked #12.

North Berkeley Wealth Management first reported a position in VCEB in Q1 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold VCEB as of Q2 2026.

  • North Berkeley Wealth Management held 143,033 shares of Vanguard ESG US Corporate Bond ETF worth $8.98M as of Q2 2026.
  • North Berkeley Wealth Management bought 63,285 Vanguard ESG US Corporate Bond ETF shares in Q2 2026, an estimated $3.97M.
  • Vanguard ESG US Corporate Bond ETF made up 3.63% of North Berkeley Wealth Management's portfolio in Q2 2026, its #12 holding.
  • North Berkeley Wealth Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.