VCEB — VANGUARD ESG U.S. CORPORATE BOND ETF

Ownership history in IMA Advisory Services, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which IMA Advisory Services, Inc. reported a position in VANGUARD ESG U.S. CORPORATE BOND ETF (VCEB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.96% (2025 Q3)
Avg. % of fund
0.93%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 148,608 +591 +0.4% 0.91% $9.5M $63.16
2025 Q3 INITIATED 148,017 — — 0.96% $9.5M $62.98
% of Fund (quarterly)    VCEB price (monthly, adj. close)

Other funds also holding VCEB

As of 2025 Q4 — sorted by position size

DeDora Capital, Inc. 3Y 7Y 2.44% Hanson & Doremus Investment Management 3Y 7Y 1.45% New England Private Wealth Advisors LLC 3Y 7Y 1.32% Stewardship Advisors, LLC 3Y 1.14% Team Hewins, LLC 3Y 0.76% Farrell Financial LLC 0.61% Francis Financial, Inc. 3Y 7Y 0.59% Human Investing LLC 3Y 7Y 0.58% Townsend Financial Planning, LLC 0.47% Thayer Partners, LLC / MA 0.42%
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