Cogent Private Wealth Inc. Invests $2.21 Million in Vanguard Core-Plus Bond ETF $VPLS

Cogent Private Wealth Inc. bought a new position in shares of Vanguard Core-Plus Bond ETF (NASDAQ:VPLS) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 28,267 shares of the company’s stock, valued at approximately $2,208,000. Vanguard Core-Plus Bond ETF makes up approximately 1.7% of Cogent Private Wealth Inc.’s investment portfolio, making the stock its 19th largest position.

Other institutional investors and hedge funds have also modified their holdings of the company. Godfrey Financial Associates Inc. purchased a new stake in shares of Vanguard Core-Plus Bond ETF during the fourth quarter worth about $36,000. Geneos Wealth Management Inc. increased its stake in shares of Vanguard Core-Plus Bond ETF by 66.7% during the fourth quarter. Geneos Wealth Management Inc. now owns 625 shares of the company’s stock worth $49,000 after purchasing an additional 250 shares in the last quarter. Hazlett Burt & Watson Inc. purchased a new stake in shares of Vanguard Core-Plus Bond ETF during the fourth quarter worth about $49,000. Joseph Group Capital Management increased its stake in shares of Vanguard Core-Plus Bond ETF by 47.9% during the fourth quarter. Joseph Group Capital Management now owns 1,118 shares of the company’s stock worth $87,000 after purchasing an additional 362 shares in the last quarter. Finally, CIBC Private Wealth Group LLC purchased a new stake in shares of Vanguard Core-Plus Bond ETF during the third quarter worth about $104,000.

Vanguard Core-Plus Bond ETF Price Performance

VPLS stock opened at $77.28 on Tuesday. The firm has a 50-day simple moving average of $77.47 and a 200-day simple moving average of $78.09. Vanguard Core-Plus Bond ETF has a 52 week low of $76.30 and a 52 week high of $79.41.

Vanguard Core-Plus Bond ETF Dividend Announcement

The firm also recently disclosed a dividend, which will be paid on Wednesday, June 3rd. Investors of record on Monday, June 1st will be paid a dividend of $0.2911 per share. The ex-dividend date of this dividend is Monday, June 1st.

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.