Mallini Complete Financial Planning LLC Makes New $28.60 Million Investment in Vanguard Core Bond ETF $VCRB

Mallini Complete Financial Planning LLC purchased a new position in shares of Vanguard Core Bond ETF (NASDAQ:VCRB) in the second quarter, according to its most recent disclosure with the SEC. The firm purchased 370,324 shares of the company’s stock, valued at approximately $28,601,000. Vanguard Core Bond ETF makes up 20.4% of Mallini Complete Financial Planning LLC’s investment portfolio, making the stock its 2nd largest position. Mallini Complete Financial Planning LLC owned 0.41% of Vanguard Core Bond ETF as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Geneos Wealth Management Inc. raised its position in Vanguard Core Bond ETF by 760.0% during the fourth quarter. Geneos Wealth Management Inc. now owns 430 shares of the company’s stock valued at $33,000 after acquiring an additional 380 shares in the last quarter. CWM LLC acquired a new position in shares of Vanguard Core Bond ETF during the 4th quarter worth $46,000. Creative Financial Designs Inc. ADV bought a new position in shares of Vanguard Core Bond ETF during the 4th quarter valued at $50,000. Steward Partners Investment Advisory LLC bought a new position in shares of Vanguard Core Bond ETF during the 4th quarter valued at $50,000. Finally, Capital Investment Advisory Services LLC lifted its stake in shares of Vanguard Core Bond ETF by 459.1% in the 4th quarter. Capital Investment Advisory Services LLC now owns 738 shares of the company’s stock valued at $58,000 after purchasing an additional 606 shares during the last quarter.

Vanguard Core Bond ETF Trading Down 0.3%

Shares of NASDAQ:VCRB opened at $75.96 on Friday. Vanguard Core Bond ETF has a 1 year low of $75.69 and a 1 year high of $79.18. The firm has a fifty day moving average price of $76.67 and a 200 day moving average price of $77.34.

Vanguard Core Bond ETF Announces Dividend

The business also recently announced a monthly dividend, which was paid on Wednesday, August 5th. Investors of record on Monday, August 3rd were issued a $0.3021 dividend. This represents a c) annualized dividend and a yield of 4.8%. The ex-dividend date was Monday, August 3rd.

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.