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VCEB Institutional Ownership

Vanguard ESG U.S. Corporate Bond ETF
1W: -0.7% 1M: -2.8% 3M: -5.2% YTD: -5.9% 1Y: -6.5% 3Y: +10.6% 5Y: -7.2%
$59.35
-0.18 (-0.30%)
 
Weekly Expected Move ±0.8%
$58 $59 $59 $60 $60
ETF CBOE · AUM $1.2B

Institutional Ownership — VCEB

149
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
625M
Total Invested
19
New Positions
73
Increased
31
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (158 total)

# Holder Shares Value Change Change % Holding Period Filing
1 VANGUARD ADVISERS INC 2,251,429 $134M +245,533 +12.2% 2Q SEC ↗
2 BANK OF AMERICA CORP /DE 1,874,016 $111M +21,375 +1.2% 15Q SEC ↗
3 Varma Mutual Pension Insurance Co 1,100,000 $65M — +0.0% 7Q SEC ↗
4 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 531,946 $32M +12,362 +2.4% 11Q SEC ↗
5 TRUIST FINANCIAL CORP 298,630 $18M +8,463 +2.9% 15Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 275,889 $16M +9,435 +3.5% 15Q SEC ↗
7 Hanson & Doremus Investment Management 223,513 $13M +11,587 +5.5% 20Q SEC ↗
8 Creative Planning 180,048 $11M +2,783 +1.6% 2Q SEC ↗
9 DeDora Capital, Inc. 178,573 $11M +1,313 +0.7% 14Q SEC ↗
10 SageView Advisory Group, LLC 177,552 $11M +2,083 +1.2% 11Q SEC ↗
11 Mariner, LLC 175,088 $10M +23,853 +15.8% 16Q SEC ↗
12 JANE STREET GROUP, LLC 168,806 $10M +142,621 +544.7% 2Q SEC ↗
13 Modera Wealth Management, LLC 156,747 $9M +1,963 +1.3% 15Q SEC ↗
14 North Berkeley Wealth Management, LLC 143,033 $8M +63,285 +79.4% 2Q SEC ↗
15 NewEdge Advisors, LLC 130,338 $8M -7,920 -5.7% 15Q SEC ↗
16 IMA Advisory Services, Inc. 115,678 $7M -34,052 -22.7% 4Q SEC ↗
17 JPMORGAN CHASE & CO 111,000 $7M +97,246 +707.0% 12Q SEC ↗
18 Cerity Partners LLC 104,857 $6M +8,223 +8.5% 9Q SEC ↗
19 Wealthfront Advisers LLC 97,864 $6M -108,672 -52.6% 7Q SEC ↗
20 LPL Financial LLC 93,489 $6M -167 -0.2% 21Q SEC ↗
21 Francis Financial, Inc. 88,722 $5M +18,040 +25.5% 4Q SEC ↗
22 UBS Group AG 78,830 $5M +7,591 +10.7% 20Q SEC ↗
23 ST GERMAIN D J CO INC 72,976 $4M +4,063 +5.9% 13Q SEC ↗
24 CITADEL ADVISORS LLC 72,427 $4M +41,214 +132.0% 2Q SEC ↗
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 67,973 $4M — +0.0% 1Q SEC ↗
26 Human Investing LLC 66,509 $4M +2,246 +3.5% 23Q SEC ↗
27 Cambridge Investment Research Advisors 61,993 $4M -2,647 -4.1% 19Q SEC ↗
28 Pearl Planning LLC 55,415 $3M +13,911 +33.5% 3Q SEC ↗
29 RAFFA WEALTH MANAGEMENT, LLC 48,855 $3M +526 +1.1% 8Q SEC ↗
30 MATHER GROUP, LLC. 42,742 $3M +1,960 +4.8% 5Q SEC ↗
31 Klaas Financial Asset Advisors, LLC 39,091 $2M +178 +0.5% 2Q SEC ↗
32 Stewardship Advisors, LLC 36,893 $2M +6,603 +21.8% 9Q SEC ↗
33 Team Hewins, LLC 36,850 $2M -326 -0.9% 11Q SEC ↗
34 WELLS FARGO & COMPANY/MN 29,608 $2M +67 +0.2% 20Q SEC ↗
35 HARBOUR INVESTMENTS, INC. 26,197 $2M +1,552 +6.3% 10Q SEC ↗
36 BetterWealth, LLC 26,192 $2M +817 +3.2% 14Q SEC ↗
37 Scott Capital Advisors, LLC 25,826 $2M +7,456 +40.6% 8Q SEC ↗
38 ROYAL BANK OF CANADA 21,985 $1M -656 -2.9% 22Q SEC ↗
39 Modern Wealth Management, LLC 21,603 $1M +2,645 +14.0% 3Q SEC ↗
40 Level Financial Advisors 21,461 $1M -4,101 -16.0% 17Q SEC ↗
41 New England Private Wealth Advisors LL 21,062 $1M +1,436 +7.3% 4Q SEC ↗
42 Equita Financial Network, Inc. 20,637 $1M +3,090 +17.6% 9Q SEC ↗
43 Choate Investment Advisors 20,279 $1M +2,204 +12.2% 3Q SEC ↗
44 Allworth Financial LP 19,350 $1M +1,107 +6.1% 17Q SEC ↗
45 Apella Capital, LLC 16,401 $973K — +0.0% 3Q SEC ↗
46 Farrell Financial LLC 15,544 $923K -695 -4.3% 10Q SEC ↗
47 BARTLETT & CO. WEALTH MANAGEMENT LLC 15,123 $898K +142 +0.9% 9Q SEC ↗
48 RAYMOND JAMES FINANCIAL INC 15,008 $891K +6,017 +66.9% 7Q SEC ↗
49 Savant Capital, LLC 14,650 $869K +5,280 +56.4% 5Q SEC ↗
50 Vontobel Holding Ltd. 14,428 $856K -1,067 -6.9% 3Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
VANGUARD ADVISERS INC +245,533 +12.2% 2,251,429
JANE STREET GROUP, LLC +142,621 +544.7% 168,806
JPMORGAN CHASE & CO +97,246 +707.0% 111,000
North Berkeley Wealth Management, L +63,285 +79.4% 143,033
CITADEL ADVISORS LLC +41,214 +132.0% 72,427
Mariner, LLC +23,853 +15.8% 175,088
BANK OF AMERICA CORP /DE +21,375 +1.2% 1,874,016
Francis Financial, Inc. +18,040 +25.5% 88,722
Pearl Planning LLC +13,911 +33.5% 55,415
BANCO BILBAO VIZCAYA ARGENTARIA, S. +12,362 +2.4% 531,946
Hanson & Doremus Investment Managem +11,587 +5.5% 223,513
ENVESTNET ASSET MANAGEMENT INC +9,435 +3.5% 275,889
TRUIST FINANCIAL CORP +8,463 +2.9% 298,630
Cerity Partners LLC +8,223 +8.5% 104,857
UBS Group AG +7,591 +10.7% 78,830
Scott Capital Advisors, LLC +7,456 +40.6% 25,826
Stewardship Advisors, LLC +6,603 +21.8% 36,893
RAYMOND JAMES FINANCIAL INC +6,017 +66.9% 15,008
Savant Capital, LLC +5,280 +56.4% 14,650
Farther Finance Advisors, LLC +4,477 +163.8% 7,210
Biggest Decreases (20)
HolderReducedChange %Total Shares
Wealthfront Advisers LLC -108,672 -52.6% 97,864
IMA Advisory Services, Inc. -34,052 -22.7% 115,678
NewEdge Advisors, LLC -7,920 -5.7% 130,338
Level Financial Advisors -4,101 -16.0% 21,461
Cambridge Investment Research Advis -2,647 -4.1% 61,993
AE Wealth Management LLC -1,573 -33.5% 3,117
EP Wealth Advisors, LLC -1,475 -14.0% 9,075
Vontobel Holding Ltd. -1,067 -6.9% 14,428
VALLEY NATIONAL ADVISERS INC -1,036 -8.7% 10,849
Clarity Wealth Development LLC -871 -5.9% 13,868
Farrell Financial LLC -695 -4.3% 15,544
ROYAL BANK OF CANADA -656 -2.9% 21,985
STIFEL FINANCIAL CORP -652 -13.8% 4,077
Carr Financial Group Corp -588 -8.2% 6,578
Team Hewins, LLC -326 -0.9% 36,850
RWA WEALTH PARTNERS, LLC -297 -3.4% 8,370
LPL Financial LLC -167 -0.2% 93,489
BLAIR WILLIAM & CO/IL -161 -13.6% 1,021
LaSalle St. Investment Advisors, LL -61 -1.0% 5,970
Black Diamond Financial, LLC -45 -1.1% 4,174

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms