Parsec Financial Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Parsec Financial 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
2023 Q1	$4.73M	Buy	75,446 +2,101	+3%	+$130K	0.2%	98
2022 Q4	$4.45M	Sell	73,345 -1,627	-2%	-$98.1K	0.2%	93
2022 Q3	$4.45M	Buy	74,972 +39,421	+111%	+$2.48M	0.22%	89
2022 Q2	$2.24M	Buy	35,551 +12,216	+52%	+$784K	0.11%	121
2022 Q1	$1.58M	Buy	23,335 +17,614	+308%	+$1.23M	0.07%	149
2021 Q4	$420K	Buy	+5,721	New	+$421K	0.02%	224

Other funds holding VCEB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HDIM

Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Human Investing Lake Oswego, Oregon $771M AUM 18.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Parsec Financial Management's VCEB Position: Q1 2023 in Review

Parsec Financial Management increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 2.9% in Q1 2023, buying an estimated $130K and bringing the position to 75,446 shares worth $4.73M. The position accounts for 0.2% of the portfolio, ranked #98.

Parsec Financial Management first reported a position in VCEB in Q4 2021 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold VCEB as of Q1 2023.

Parsec Financial Management held 75,446 shares of Vanguard ESG US Corporate Bond ETF worth $4.73M as of Q1 2023.
Parsec Financial Management bought 2,101 Vanguard ESG US Corporate Bond ETF shares in Q1 2023, an estimated $130K.
Vanguard ESG US Corporate Bond ETF made up 0.2% of Parsec Financial Management's portfolio in Q1 2023, its #98 holding.
Parsec Financial Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2021 and has held it in 6 quarters since.
59 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.