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Wedbush Securities’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

Wedbush Securities’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
Q2 		– Sell
-5,229
Closed -$328K – 1130
2023
Q1 		$328K Sell
5,229
-662
-11% -$41.1K 0.02% 719
2022
Q4 		$357K Sell
5,891
-5,307
-47% -$320K 0.02% 651
2022
Q3 		$665K Sell
11,198
-356
-3% -$22.4K 0.04% 412
2022
Q2 		$727K Sell
11,554
-383
-3% -$24.6K 0.04% 385
2022
Q1 		$810K Sell
11,937
-630
-5% -$43.9K 0.04% 404
2021
Q4 		$923K Buy
12,567
+1,140
+10% +$84K 0.04% 397
2021
Q3 		$843K Buy
11,427
+2,809
+33% +$210K 0.04% 404
2021
Q2 		$642K Buy
8,618
+3,344
+63% +$245K 0.03% 528
2021
Q1 		$382K Buy
5,274
+860
+19% +$63.6K 0.02% 683
2020
Q4 		$337K Buy
+4,414
New +$333K 0.03% 595

Other funds holding VCEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Wedbush Securities's VCEB Position: Q2 2023 in Review

Wedbush Securities sold out of Vanguard ESG US Corporate Bond ETF (VCEB) in Q2 2023, closing a stake of 5,229 shares — an estimated $328K sold.

Wedbush Securities first reported a position in VCEB in Q4 2020 and held it in 10 quarters. The position peaked at $923K in Q4 2021. 65 funds tracked by Wall St. Rank hold VCEB as of Q2 2023.

  • Wedbush Securities reported no remaining Vanguard ESG US Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Wedbush Securities sold 5,229 Vanguard ESG US Corporate Bond ETF shares in Q2 2023, an estimated $328K.
  • Wedbush Securities first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
  • Wedbush Securities's Vanguard ESG US Corporate Bond ETF position peaked at $923K in Q4 2021.
  • 65 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2023.

Based on Wedbush Securities's 13F filing for Q2 2023, filed 14 Aug 2023.