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West Financial Advisors’s Vanguard ESG US Corporate Bond ETF VCEB Stock Holding History

West Financial Advisors’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 		$624K Buy
9,944
+199
+2% +$12.5K 0.09% 43
2026
Q1 		$612K Sell
9,745
-48
-0.5% -$3.05K 0.1% 40
2025
Q4 		$623K Buy
9,793
+797
+9% +$51K 0.11% 40
2025
Q3 		$578K Sell
8,996
-4,398
-33% -$279K 0.1% 44
2025
Q2 		$849K Buy
13,394
+7
+0.1% +$436 0.15% 36
2025
Q1 		$842K Sell
13,387
-9
-0.1% -$562 0.16% 35
2024
Q4 		$830K Buy
13,396
+516
+4% +$32.6K 0.16% 35
2024
Q3 		$836K Buy
12,880
+4,829
+60% +$308K 0.16% 33
2024
Q2 		$500K Buy
8,051
+1,050
+15% +$64.9K 0.1% 43
2024
Q1 		$439K Buy
7,001
+11
+0.2% +$689 0.09% 44
2023
Q4 		$443K Sell
6,990
-466
-6% -$28.2K 0.1% 43
2023
Q3 		$443K Buy
7,456
+2
+0% +$122 0.11% 43
2023
Q2 		$462K Sell
7,454
-162
-2% -$10K 0.11% 40
2023
Q1 		$478K Sell
7,616
-397
-5% -$24.6K 0.13% 37
2022
Q4 		$486K Buy
8,013
+7
+0.1% +$422 0.14% 36
2022
Q3 		$475K Buy
8,006
+7
+0.1% +$441 0.14% 37
2022
Q2 		$504K Sell
7,999
-398
-5% -$25.5K 0.15% 36
2022
Q1 		$570K Buy
8,397
+89
+1% +$6.21K 0.15% 36
2021
Q4 		$610K Buy
8,308
+1,913
+30% +$141K 0.16% 35
2021
Q3 		$472K Buy
6,395
+1,863
+41% +$139K 0.14% 36
2021
Q2 		$338K Buy
4,532
+2,323
+105% +$170K 0.1% 40
2021
Q1 		$160K Hold
2,209
– – 0.05% 56
2020
Q4 		$168K Buy
+2,209
New +$167K 0.06% 54

Other funds holding VCEB

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Bank of America
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
DC
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

West Financial Advisors's VCEB Position: Q2 2026 in Review

West Financial Advisors increased its Vanguard ESG US Corporate Bond ETF (VCEB) stake by 2% in Q2 2026, buying an estimated $12.5K and bringing the position to 9,944 shares worth $624K. The position accounts for 0.09% of the portfolio, ranked #43.

West Financial Advisors first reported a position in VCEB in Q4 2020 and has held it in 23 quarters since. The position peaked at $849K in Q2 2025. 141 funds tracked by Wall St. Rank hold VCEB as of Q2 2026.

  • West Financial Advisors held 9,944 shares of Vanguard ESG US Corporate Bond ETF worth $624K as of Q2 2026.
  • West Financial Advisors bought 199 Vanguard ESG US Corporate Bond ETF shares in Q2 2026, an estimated $12.5K.
  • Vanguard ESG US Corporate Bond ETF made up 0.09% of West Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • West Financial Advisors first reported a position in Vanguard ESG US Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • West Financial Advisors's Vanguard ESG US Corporate Bond ETF position peaked at $849K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Vanguard ESG US Corporate Bond ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.