Kavar Capital Partners Group LLC has increased its stake in the Vanguard Total Bond Market ETF (NASDAQ: BND) by 22.7% during the third quarter of 2023. According to the firm’s recent filing with the Securities and Exchange Commission (SEC), Kavar now holds 334,793 shares after acquiring an additional 61,917 shares during this period. This investment is valued at approximately $24.90 million, making the Vanguard Total Bond Market ETF the seventh largest position in Kavar’s investment portfolio, representing about 3.3% of its total assets.
Several other significant investors have also adjusted their positions in Vanguard Total Bond Market ETF. Brighton Jones LLC has notably increased its stake by an impressive 99.6% during the fourth quarter, now owning 37,423 shares valued at $2.69 million after purchasing an additional 18,677 shares. Revolve Wealth Partners LLC similarly expanded its holdings by 19.1% in the same quarter, bringing its total to 3,298 shares worth $237,000 after acquiring an additional 530 shares.
Ieq Capital LLC entered the fray by purchasing a new stake in Vanguard Total Bond Market ETF during the first quarter, valued at around $387,000. Meanwhile, Calton & Associates Inc. increased its position by an impressive 177.9% in the first quarter, owning 9,512 shares valued at $699,000 after adding 6,089 shares. Betterment LLC also raised its stake by 1.7%, now holding 1,708,067 shares valued at $125.46 million following the purchase of an additional 28,851 shares.
Current Performance of Vanguard Total Bond Market ETF
As of the latest trading session, Vanguard Total Bond Market ETF opened at $74.19. The fund’s fifty-day moving average stands at $74.43, while the two-hundred day moving average is $73.94. Over the past year, the ETF has experienced a low of $71.10 and a high of $75.15, reflecting its stable performance in the fixed-income market.
The Vanguard Total Bond Market ETF primarily invests in investment-grade fixed income securities. Launched on April 3, 2007, the fund tracks a comprehensive, market-value-weighted index of U.S. dollar-denominated, investment-grade, taxable fixed-income securities with maturities of at least one year.
Investors interested in tracking institutional holdings in the Vanguard Total Bond Market ETF can visit HoldingsChannel.com for the latest 13F filings and insider trades. For daily updates on news and analysts’ ratings, individuals can subscribe to MarketBeat.com’s free newsletter to stay informed on this and other related investment opportunities.
