SageView Advisory Group’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

SageView Advisory Group’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
2025 Q4	$11.1M	Buy	174,160 +2,562	+1%	+$164K	0.37%	32
2025 Q3	$11M	Buy	171,598 +1,327	+0.8%	+$84.3K	0.38%	32
2025 Q2	$10.7M	Sell	170,271 -27,545	-14%	-$1.72M	0.41%	28
2025 Q1	$12.4M	Buy	197,816 +1,475	+0.8%	+$92.1K	0.53%	24
2024 Q4	$12.2M	Buy	196,341 +2,898	+1%	+$183K	0.52%	26
2024 Q3	$12.6M	Buy	+193,443	New	+$12.3M	0.64%	21
2024 Q2	–	Sell	-78,547	Closed	-$4.85M	–	29
2024 Q1	$4.74M	Buy	+78,547	New	+$4.92M	0.24%	54
2023 Q4	–	Hold	0	–	–	–	44

Other funds holding VCEB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

SageView Advisory Group's VCEB Position: Q4 2025 in Review

SageView Advisory Group increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 1.5% in Q4 2025, buying an estimated $164K and bringing the position to 174,160 shares worth $11.1M. The position accounts for 0.37% of the portfolio, ranked #32.

SageView Advisory Group first reported a position in VCEB in Q1 2024 and has held it in 7 quarters since. The position peaked at $12.6M in Q3 2024. 124 funds tracked by Wall St. Rank hold VCEB as of Q4 2025.

SageView Advisory Group held 174,160 shares of Vanguard ESG US Corporate Bond ETF worth $11.1M as of Q4 2025.
SageView Advisory Group bought 2,562 Vanguard ESG US Corporate Bond ETF shares in Q4 2025, an estimated $164K.
Vanguard ESG US Corporate Bond ETF made up 0.37% of SageView Advisory Group's portfolio in Q4 2025, its #32 holding.
SageView Advisory Group first reported a position in Vanguard ESG US Corporate Bond ETF in Q1 2024 and has held it in 7 quarters since.
SageView Advisory Group's Vanguard ESG US Corporate Bond ETF position peaked at $12.6M in Q3 2024.
124 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.