Martel Wealth Advisors Inc Has $117.24 Million Stock Holdings in Vanguard Core Bond ETF $VCRB

Martel Wealth Advisors Inc increased its position in shares of Vanguard Core Bond ETF (NASDAQ:VCRB) by 4.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,505,108 shares of the company’s stock after buying an additional 61,076 shares during the period. Vanguard Core Bond ETF accounts for approximately 20.0% of Martel Wealth Advisors Inc’s holdings, making the stock its biggest position. Martel Wealth Advisors Inc’s holdings in Vanguard Core Bond ETF were worth $117,240,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Farther Finance Advisors LLC bought a new stake in shares of Vanguard Core Bond ETF during the 3rd quarter worth $51,000. Asset Dedication LLC bought a new stake in shares of Vanguard Core Bond ETF during the 2nd quarter worth $56,000. Glass Jacobson Investment Advisors llc bought a new stake in shares of Vanguard Core Bond ETF during the 3rd quarter worth $60,000. Security National Bank bought a new stake in shares of Vanguard Core Bond ETF during the 3rd quarter worth $71,000. Finally, Centaurus Financial Inc. bought a new stake in shares of Vanguard Core Bond ETF during the 3rd quarter worth $137,000.

Vanguard Core Bond ETF Stock Up 0.1%

NASDAQ VCRB opened at $77.30 on Wednesday. The company has a fifty day simple moving average of $77.96 and a 200 day simple moving average of $78.19. Vanguard Core Bond ETF has a 1 year low of $75.09 and a 1 year high of $79.18.

Vanguard Core Bond ETF Announces Dividend

The business also recently declared a monthly dividend, which was paid on Monday, April 6th. Shareholders of record on Wednesday, April 1st were issued a $0.2936 dividend. The ex-dividend date of this dividend was Wednesday, April 1st. This represents a c) dividend on an annualized basis and a yield of 4.6%.

About Vanguard Core Bond ETF

The Vanguard Core Bond ETF (VCRB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund actively invests in the broad fixed income space, in seeking to provide total return and a moderate level of income. It primarily holds USD-denominated securities of investment grade rating while maintaining an intermediate dollar-weighted average maturity. VCRB was launched on Nov 29, 2023 and is issued by Vanguard.