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Synergy Asset Management’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Synergy Asset 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
2025
Q2 		– Sell
-3,944
Closed -$248K – 227
2025
Q1 		$248K Buy
+3,944
New +$246K 0.03% 156

Other funds holding VCEB

Vanguard Group
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Synergy Asset Management's VCEB Position: Q2 2025 in Review

Synergy Asset Management sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q2 2025, closing a stake of 3,944 shares — an estimated $248K sold.

Synergy Asset Management first reported a position in VCEB in Q1 2025 and held it in 1 quarter. The position peaked at $248K in Q1 2025. 103 funds tracked by Wall St. Rank hold VCEB as of Q2 2025.

  • Synergy Asset Management reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Asset Management sold 3,944 Vanguard ESG US Corporate Bond ETF shares in Q2 2025, an estimated $248K.
  • Synergy Asset Management first reported a position in Vanguard ESG US Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Synergy Asset Management's Vanguard ESG US Corporate Bond ETF position peaked at $248K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2025.

Based on Synergy Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.