Insight Wealth Strategies LLC Has $23.28 Million Position in Vanguard Core-Plus Bond ETF $VPLS

Insight Wealth Strategies LLC lowered its holdings in Vanguard Core-Plus Bond ETF (NASDAQ:VPLS) by 12.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 301,707 shares of the company’s stock after selling 41,399 shares during the quarter. Vanguard Core-Plus Bond ETF accounts for about 2.3% of Insight Wealth Strategies LLC’s investment portfolio, making the stock its 12th biggest position. Insight Wealth Strategies LLC owned about 1.40% of Vanguard Core-Plus Bond ETF worth $23,283,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Heck Capital Advisors LLC acquired a new stake in Vanguard Core-Plus Bond ETF during the second quarter valued at approximately $1,755,000. Breakwater Capital Group grew its stake in shares of Vanguard Core-Plus Bond ETF by 7.3% in the 2nd quarter. Breakwater Capital Group now owns 7,094 shares of the company’s stock valued at $550,000 after purchasing an additional 483 shares during the period. Beaird Harris Wealth Management LLC raised its holdings in shares of Vanguard Core-Plus Bond ETF by 66.5% in the 2nd quarter. Beaird Harris Wealth Management LLC now owns 90,080 shares of the company’s stock worth $6,988,000 after buying an additional 35,988 shares in the last quarter. Stonehearth Capital Management LLC bought a new position in shares of Vanguard Core-Plus Bond ETF during the 2nd quarter worth approximately $2,197,000. Finally, Dynamic Advisor Solutions LLC lifted its position in shares of Vanguard Core-Plus Bond ETF by 3.1% during the 2nd quarter. Dynamic Advisor Solutions LLC now owns 88,830 shares of the company’s stock worth $6,891,000 after buying an additional 2,694 shares during the period.

Vanguard Core-Plus Bond ETF Stock Up 0.1%

Shares of VPLS stock opened at $76.32 on Wednesday. The stock’s fifty day simple moving average is $76.97 and its 200 day simple moving average is $77.58. Vanguard Core-Plus Bond ETF has a one year low of $76.16 and a one year high of $79.41.

Vanguard Core-Plus Bond ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Wednesday, August 5th. Shareholders of record on Monday, August 3rd were issued a dividend of $0.3056 per share. The ex-dividend date of this dividend was Monday, August 3rd. This is a boost from Vanguard Core-Plus Bond ETF’s previous monthly dividend of $0.29. This represents a c) dividend on an annualized basis and a dividend yield of 4.8%.

About Vanguard Core-Plus Bond ETF

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.