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ETFs can offer retirees built-in diversification and tax efficiency for their investment portfolios. Experts from Vanguard and Schwab share strategies for retirement investing.
BLB&B Advisors LLC grew its holdings in Vanguard Core Bond ETF (NASDAQ: VCRB) by 29.1% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 872,729 shares of the company's stock after purchasing an additional 196,483 shares during the period.
BCR Wealth Strategies LLC raised its holdings in Vanguard Core Bond ETF (NASDAQ: VCRB) by 6.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 304,914 shares of the company's stock after purchasing an additional 17,283 shares during the quarter. Vanguard Core Bond
Savvy Advisors Inc. lifted its holdings in Vanguard Core Bond ETF (NASDAQ: VCRB) by 55.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,416 shares of the company's stock after buying an additional 12,663 shares
AJ Advisors LLC raised its stake in shares of Vanguard Core Bond ETF (NASDAQ: VCRB) by 7.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 138,450 shares of the company's stock after buying an additional 9,544 shares during the period. Vanguard
GEN Financial Management INC. purchased a new stake in Vanguard Core Bond ETF (NASDAQ: VCRB) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 102,641 shares of the company's stock, valued at approximately $7,995,000. Vanguard Core Bond ETF makes up approximately 5.0%
Emergent Wealth Advisors LLC purchased a new stake in Vanguard Core Bond ETF (NASDAQ: VCRB) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 13,400 shares of the company's stock, valued at approximately $1,044,000. Several other institutional investors have also recently made changes
Compton Wealth Advisory Group LLC increased its stake in Vanguard Core Bond ETF (NASDAQ: VCRB) by 46.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 178,241 shares of the company's stock after acquiring an additional 56,478 shares during
SEC filings for VCRB aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.