Olde Wealth Management LLC Makes New $13.01 Million Investment in Vanguard Core Bond ETF $VCRB

Olde Wealth Management LLC purchased a new stake in Vanguard Core Bond ETF (NASDAQ:VCRB) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 166,361 shares of the company’s stock, valued at approximately $13,014,000. Vanguard Core Bond ETF makes up about 4.0% of Olde Wealth Management LLC’s investment portfolio, making the stock its 8th largest holding.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Patriot Investment Management Group Inc. grew its stake in shares of Vanguard Core Bond ETF by 0.9% in the 3rd quarter. Patriot Investment Management Group Inc. now owns 27,648 shares of the company’s stock valued at $2,168,000 after buying an additional 255 shares during the period. AE Wealth Management LLC raised its stake in Vanguard Core Bond ETF by 18.5% during the 3rd quarter. AE Wealth Management LLC now owns 1,878 shares of the company’s stock worth $147,000 after buying an additional 293 shares during the period. Private Trust Co. NA boosted its holdings in Vanguard Core Bond ETF by 21.2% in the third quarter. Private Trust Co. NA now owns 2,338 shares of the company’s stock worth $183,000 after acquiring an additional 409 shares in the last quarter. Global Retirement Partners LLC boosted its holdings in Vanguard Core Bond ETF by 21.4% in the third quarter. Global Retirement Partners LLC now owns 2,578 shares of the company’s stock worth $202,000 after acquiring an additional 454 shares in the last quarter. Finally, Signature Estate & Investment Advisors LLC grew its stake in Vanguard Core Bond ETF by 7.6% in the third quarter. Signature Estate & Investment Advisors LLC now owns 6,733 shares of the company’s stock valued at $528,000 after acquiring an additional 476 shares during the period.

Vanguard Core Bond ETF Stock Performance

NASDAQ VCRB opened at $77.24 on Friday. Vanguard Core Bond ETF has a 52 week low of $75.09 and a 52 week high of $79.18. The business has a 50 day moving average price of $78.26 and a 200-day moving average price of $78.31.

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 paid a dividend of $0.2613 per share. The ex-dividend date 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.