Kaizen Financial Strategies Buys 22,479 Shares of Vanguard Core-Plus Bond ETF $VPLS

Kaizen Financial Strategies increased its stake in Vanguard Core-Plus Bond ETF (NASDAQ:VPLS) by 170.5% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 35,667 shares of the company’s stock after purchasing an additional 22,479 shares during the quarter. Vanguard Core-Plus Bond ETF comprises about 1.2% of Kaizen Financial Strategies’ holdings, making the stock its 16th largest position. Kaizen Financial Strategies owned 0.20% of Vanguard Core-Plus Bond ETF worth $2,778,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Principia Wealth Advisory LLC boosted its stake in Vanguard Core-Plus Bond ETF by 2.4% in the 4th quarter. Principia Wealth Advisory LLC now owns 5,581 shares of the company’s stock worth $436,000 after purchasing an additional 131 shares during the period. Ausdal Financial Partners Inc. increased its position in shares of Vanguard Core-Plus Bond ETF by 0.4% during the fourth quarter. Ausdal Financial Partners Inc. now owns 30,035 shares of the company’s stock valued at $2,346,000 after buying an additional 132 shares during the period. Strategic Family Wealth Counselors L.L.C. increased its position in shares of Vanguard Core-Plus Bond ETF by 0.7% during the fourth quarter. Strategic Family Wealth Counselors L.L.C. now owns 28,729 shares of the company’s stock valued at $2,240,000 after buying an additional 194 shares during the period. Eldridge Investment Advisors Inc. lifted its holdings in shares of Vanguard Core-Plus Bond ETF by 4.9% in the fourth quarter. Eldridge Investment Advisors Inc. now owns 5,084 shares of the company’s stock worth $397,000 after buying an additional 237 shares in the last quarter. Finally, Steph & Co. boosted its position in shares of Vanguard Core-Plus Bond ETF by 5.1% in the fourth quarter. Steph & Co. now owns 5,075 shares of the company’s stock valued at $396,000 after acquiring an additional 244 shares during the period.

Vanguard Core-Plus Bond ETF Price Performance

NASDAQ:VPLS traded down $0.04 during mid-day trading on Friday, hitting $76.92. 310,247 shares of the stock traded hands, compared to its average volume of 160,778. The business’s 50-day moving average price is $77.30 and its 200 day moving average price is $77.85. Vanguard Core-Plus Bond ETF has a 12-month low of $76.43 and a 12-month high of $79.41.

Vanguard Core-Plus Bond ETF Announces Dividend

The company also recently declared a monthly dividend, which was paid on Monday, July 6th. Shareholders of record on Wednesday, July 1st were issued a $0.2909 dividend. This represents a c) annualized dividend and a yield of 4.5%. The ex-dividend date of this dividend was Wednesday, July 1st.

Vanguard Core-Plus Bond ETF Profile

The Vanguard Core Plus Bond ETF (VPLS) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund actively invests in the broad fixed income space, in seeking to provide total return and a moderate to high level of income. It holds US and foreign securities of any rating while maintaining an intermediate dollar-weighted average maturity. VPLS was launched on Nov 20, 2023 and is issued by Vanguard.