Baer Investment Advisory LLC Invests $4.91 Million in Vanguard Core Bond ETF $VCRB

Baer Investment Advisory LLC acquired a new stake in shares of Vanguard Core Bond ETF (NASDAQ:VCRB) during the first quarter, according to its most recent filing with the SEC. The fund acquired 63,497 shares of the company’s stock, valued at approximately $4,913,000. Vanguard Core Bond ETF accounts for approximately 0.6% of Baer Investment Advisory LLC’s investment portfolio, making the stock its 29th biggest holding.

A number of other institutional investors have also added to or reduced their stakes in the stock. HBK Sorce Advisory LLC increased its holdings in Vanguard Core Bond ETF by 7.3% during the 4th quarter. HBK Sorce Advisory LLC now owns 9,274,753 shares of the company’s stock worth $724,692,000 after acquiring an additional 631,969 shares during the period. Signaturefd LLC increased its holdings in shares of Vanguard Core Bond ETF by 5.4% in the fourth quarter. Signaturefd LLC now owns 5,035,039 shares of the company’s stock worth $392,204,000 after purchasing an additional 256,841 shares during the period. Advance Capital Management Inc. purchased a new stake in shares of Vanguard Core Bond ETF in the fourth quarter worth $256,224,000. Martel Wealth Advisors Inc boosted its stake in Vanguard Core Bond ETF by 4.2% during the fourth quarter. Martel Wealth Advisors Inc now owns 1,505,108 shares of the company’s stock valued at $117,240,000 after buying an additional 61,076 shares during the period. Finally, Assetmark Inc. boosted its stake in Vanguard Core Bond ETF by 4.9% during the fourth quarter. Assetmark Inc. now owns 1,360,608 shares of the company’s stock valued at $105,985,000 after buying an additional 63,160 shares during the period.

Vanguard Core Bond ETF Stock Performance

Shares of VCRB opened at $76.86 on Friday. The stock has a 50-day moving average price of $77.04 and a 200-day moving average price of $77.64. Vanguard Core Bond ETF has a 12-month low of $76.13 and a 12-month high of $79.18.

Vanguard Core Bond ETF Increases Dividend

The company also recently announced a dividend, which will be paid on Monday, July 6th. Investors of record on Wednesday, July 1st will be paid a $0.2956 dividend. This is a boost from Vanguard Core Bond ETF’s previous dividend of $0.29. The ex-dividend date of this dividend is Wednesday, July 1st.

Vanguard Core Bond ETF Profile

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.