ShankerValleau Wealth Advisors Inc. Increases Stock Holdings in Vanguard Core Bond ETF $VCRB

ShankerValleau Wealth Advisors Inc. raised its stake in Vanguard Core Bond ETF (NASDAQ:VCRB) by 7.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 179,469 shares of the company’s stock after purchasing an additional 12,320 shares during the period. Vanguard Core Bond ETF makes up approximately 3.8% of ShankerValleau Wealth Advisors Inc.’s holdings, making the stock its 9th biggest position. ShankerValleau Wealth Advisors Inc. owned 0.29% of Vanguard Core Bond ETF worth $13,980,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Royal Bank of Canada grew its position in Vanguard Core Bond ETF by 116.9% during the first quarter. Royal Bank of Canada now owns 12,966 shares of the company’s stock worth $1,004,000 after buying an additional 6,987 shares in the last quarter. Cetera Investment Advisers bought a new stake in shares of Vanguard Core Bond ETF in the 2nd quarter worth approximately $4,397,000. CreativeOne Wealth LLC grew its holdings in shares of Vanguard Core Bond ETF by 40.6% during the 2nd quarter. CreativeOne Wealth LLC now owns 84,165 shares of the company’s stock worth $6,530,000 after purchasing an additional 24,317 shares in the last quarter. J.W. Cole Advisors Inc. acquired a new stake in shares of Vanguard Core Bond ETF during the 2nd quarter worth approximately $257,000. Finally, Boston Family Office LLC increased its position in shares of Vanguard Core Bond ETF by 84.3% during the second quarter. Boston Family Office LLC now owns 55,546 shares of the company’s stock valued at $4,309,000 after purchasing an additional 25,403 shares during the period.

Vanguard Core Bond ETF Stock Performance

Shares of NASDAQ VCRB opened at $77.48 on Friday. Vanguard Core Bond ETF has a one year low of $75.09 and a one year high of $79.18. The business has a fifty day simple moving average of $78.22 and a 200 day simple moving average of $78.30.

Vanguard Core Bond ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Wednesday, March 4th. Shareholders of record on Monday, March 2nd were issued a $0.2613 dividend. The ex-dividend date of this dividend was Monday, March 2nd.

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.