Quantum Financial Planning Services Inc. Has $28 Million Stock Holdings in Vanguard Core Bond ETF $VCRB

Quantum Financial Planning Services Inc. boosted its holdings in shares of Vanguard Core Bond ETF (NASDAQ:VCRB) by 5.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 359,508 shares of the company’s stock after acquiring an additional 18,754 shares during the period. Vanguard Core Bond ETF makes up approximately 10.2% of Quantum Financial Planning Services Inc.’s investment portfolio, making the stock its 4th largest holding. Quantum Financial Planning Services Inc.’s holdings in Vanguard Core Bond ETF were worth $28,004,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. HBK Sorce Advisory LLC raised its position in shares of Vanguard Core Bond ETF by 7.8% during the third quarter. HBK Sorce Advisory LLC now owns 8,853,220 shares of the company’s stock worth $692,986,000 after purchasing an additional 639,502 shares during the period. Signaturefd LLC increased its stake in Vanguard Core Bond ETF by 4.9% during the 3rd quarter. Signaturefd LLC now owns 4,778,198 shares of the company’s stock worth $374,659,000 after purchasing an additional 222,266 shares in the last quarter. Advance Capital Management Inc. acquired a new stake in Vanguard Core Bond ETF during the 4th quarter worth approximately $256,224,000. Martel Wealth Advisors Inc raised its holdings in Vanguard Core Bond ETF by 4.3% during the 3rd quarter. Martel Wealth Advisors Inc now owns 1,444,032 shares of the company’s stock worth $113,227,000 after buying an additional 59,428 shares during the period. Finally, Forvis Mazars Wealth Advisors LLC lifted its stake in Vanguard Core Bond ETF by 58.3% in the third quarter. Forvis Mazars Wealth Advisors LLC now owns 1,311,580 shares of the company’s stock valued at $102,841,000 after buying an additional 483,135 shares in the last quarter.

Vanguard Core Bond ETF Stock Performance

Vanguard Core Bond ETF stock opened at $76.76 on Monday. The company has a 50 day moving average of $78.08 and a 200-day moving average of $78.26. Vanguard Core Bond ETF has a twelve month low of $75.09 and a twelve month high of $79.18.

Vanguard Core Bond ETF Cuts Dividend

The business also recently announced a dividend, which was paid on Wednesday, March 4th. Investors of record on Monday, March 2nd were paid 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.