Indexed ETFs can provide an easy, cost-effective alternative for fixed income exposure that draws from myriad sources. However, investors could be missing out on the advantages associated with active management.
The Vanguard Multi-Sector Income Bond ETF (VGMS) offers actively managed, diversified exposure to both high yield and investment grade bonds with a short duration profile. VGMS is overweight corporate bonds, aiming for higher yields while maintaining risk control through active management. Given historically tight credit spreads, a dollar cost averaging (DCA) approach is recommended to smooth entry points and manage risk.
Vanguard continues its push into the active ETF market with the introduction of three news funds focused on equities. These are the Vanguard Wellington U.S. Value Active ETF (VUSV), Vanguard Wellington U.S. Growth Active ETF (VUSG), and Vanguard Wellington Dividend Growth Active ETF (VDIG).
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Kenney Afg Fiduciary Services Limited Partnership | 18,968 | $981,806.55 | $970,782.24 | -$11,024.31 | -1.12% |
Cole Bruner Buska Wealth Management LLC | 59,255 | $3.04M | $3.03M | -$10,482.27 | -0.34% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 4,845 | $249,905.1 | $247,579.49 | -$2,325.61 | -0.93% |
Jon Greer GSG Advisors LLC | 39,756 | $2.03M | $2.03M | -$595.57 | -0.03% |
James Rankin Modern Wealth Management, LLC | 14,870 | $756,590 | $759,708.3 | $3,118.3 | 0.41% |
| BATS Exchange | US Country |