Summit Wealth Group’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Summit Wealth 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
2026 Q2	$352K	Hold	5,602	–	–	0.07%	96
2026 Q1	$352K	Hold	5,602	–	–	0.08%	89
2025 Q4	$356K	Hold	5,602	–	–	0.08%	87
2025 Q3	$360K	Hold	5,602	–	–	0.09%	82
2025 Q2	$355K	Hold	5,602	–	–	0.09%	77
2025 Q1	$352K	Hold	5,602	–	–	0.1%	71
2024 Q4	$347K	Buy	+5,602	New	+$354K	0.1%	68
2023 Q2	–	Sell	-206,910	Closed	-$3K	–	251
2023 Q1	$3K	Buy	+206,910	New	+$12.8M	0.07%	75

Other funds holding VCEB

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Summit Wealth Group's VCEB Position: Q2 2026 in Review

Summit Wealth Group held its Vanguard ESG US Corporate Bond ETF (VCEB) position steady in Q2 2026 at 5,602 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #96.

Summit Wealth Group first reported a position in VCEB in Q1 2023 and has held it in 8 quarters since. The position peaked at $360K in Q3 2025. 141 funds tracked by Wall St. Rank hold VCEB as of Q2 2026.

Summit Wealth Group held 5,602 shares of Vanguard ESG US Corporate Bond ETF worth $352K as of Q2 2026.
Summit Wealth Group left its Vanguard ESG US Corporate Bond ETF share count unchanged in Q2 2026.
Vanguard ESG US Corporate Bond ETF made up 0.07% of Summit Wealth Group's portfolio in Q2 2026, its #96 holding.
Summit Wealth Group first reported a position in Vanguard ESG US Corporate Bond ETF in Q1 2023 and has held it in 8 quarters since.
Summit Wealth Group's Vanguard ESG US Corporate Bond ETF position peaked at $360K in Q3 2025.
141 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.