Forvis Mazars Wealth Advisors LLC Makes New $198.36 Million Investment in Vanguard Core Bond ETF $VCRB

Forvis Mazars Wealth Advisors LLC acquired a new position in shares of Vanguard Core Bond ETF (NASDAQ:VCRB) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 2,694,345 shares of the company’s stock, valued at approximately $198,358,000. Vanguard Core Bond ETF accounts for approximately 3.3% of Forvis Mazars Wealth Advisors LLC’s portfolio, making the stock its 4th largest position.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Farther Finance Advisors LLC lifted its position in shares of Vanguard Core Bond ETF by 1.5% during the 3rd quarter. Farther Finance Advisors LLC now owns 13,993 shares of the company’s stock valued at $1,030,000 after acquiring an additional 206 shares during the period. Daner Wealth Management LLC grew its holdings in shares of Vanguard Core Bond ETF by 2.0% during the 1st quarter. Daner Wealth Management LLC now owns 10,434 shares of the company’s stock worth $803,000 after purchasing an additional 208 shares in the last quarter. Harbor Investment Advisory LLC grew its holdings in shares of Vanguard Core Bond ETF by 1.9% during the 2nd quarter. Harbor Investment Advisory LLC now owns 13,347 shares of the company’s stock worth $1,031,000 after purchasing an additional 249 shares in the last quarter. Parkside Financial Bank & Trust increased its position in shares of Vanguard Core Bond ETF by 7.6% in the second quarter. Parkside Financial Bank & Trust now owns 4,195 shares of the company’s stock worth $324,000 after purchasing an additional 295 shares during the period. Finally, MCF Advisors LLC increased its position in shares of Vanguard Core Bond ETF by 1.1% in the second quarter. MCF Advisors LLC now owns 27,836 shares of the company’s stock worth $2,150,000 after purchasing an additional 303 shares during the period.

Vanguard Core Bond ETF Stock Up 0.1%

VCRB stock traded up $0.04 during midday trading on Tuesday, reaching $73.74. The company had a trading volume of 1,551,143 shares, compared to its average volume of 612,082. Vanguard Core Bond ETF has a 1-year low of $73.09 and a 1-year high of $79.18. The stock has a 50 day moving average price of $75.11 and a 200-day moving average price of $76.31.

Vanguard Core Bond ETF Company 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.