BWM Planning LLC bought a new stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 1,370 shares of the company’s stock, valued at approximately $239,000. Other large investors have also modified their holdings […]

LVW Advisors LLC purchased a new stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 132,724 shares of the company’s stock, valued at approximately $10,444,000. Vanguard Short-Term Bond ETF comprises 1.3% of […]

Worth Asset Management LLC grew its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 14.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 72,279 shares of the company’s stock after purchasing an additional 8,968 shares during the period. Vanguard Value ETF comprises […]

Trevian Wealth Management LLC purchased a new stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 8,526 shares of the exchange traded fund’s stock, valued at approximately $1,021,000. […]

Towerpoint Wealth LLC grew its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 143,622 shares of the company’s stock after purchasing an additional 441 shares during the […]

West Coast Financial LLC reduced its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 29.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 484 shares of the company’s stock after selling 200 shares during the quarter. West Coast Financial LLC’s holdings […]

Scott Capital Advisors LLC trimmed its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 98,527 shares of the company’s stock after selling 464 shares during the period. Vanguard […]

Dynamic Advisor Solutions LLC raised its holdings in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV – Free Report) by 10.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 16,068 shares of the company’s stock after acquiring an additional 1,500 shares during the quarter. Dynamic Advisor […]

West Coast Financial LLC bought a new stake in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 372 shares of the exchange traded fund’s stock, valued at approximately $218,000. A number of other hedge funds and […]

UMB Bank n.a. lessened its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 5.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 57,504 shares of the exchange traded fund’s stock after selling 3,232 shares […]

Dynamic Advisor Solutions LLC decreased its holdings in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) by 29.2% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 11,286 shares of the company’s stock after selling 4,664 shares during the quarter. Dynamic Advisor Solutions […]

Trevian Wealth Management LLC bought a new position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 47,117 shares of the company’s stock, valued at approximately $2,968,000. Vanguard FTSE All-World ex-US […]

Scott Capital Advisors LLC grew its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 2.6% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 297,392 shares of the company’s stock after buying an additional 7,542 shares during the quarter. Vanguard Intermediate-Term Bond ETF comprises 6.6% of Scott Capital Advisors LLC’s portfolio, […]

Private Advisory Group LLC raised its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 5.4% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 118,036 shares of the company’s stock after purchasing an additional 5,996 shares during the period. Vanguard High […]

Trevian Wealth Management LLC purchased a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 3rd quarter, Holdings Channel reports. The fund purchased 128,855 shares of the company’s stock, valued at approximately $67,993,000. Vanguard S&P 500 ETF makes up 55.7% of Trevian Wealth Management LLC’s portfolio, making the stock its biggest […]

USA Financial Formulas lowered its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 14.4% during the third quarter, Holdings Channel reports. The fund owned 4,410 shares of the exchange traded fund’s stock after selling 739 shares during the quarter. USA Financial Formulas’ holdings in Vanguard FTSE Emerging Markets ETF […]

Agate Pass Investment Management LLC lifted its stake in shares of Vanguard Consumer Discretionary ETF (NYSEARCA:VCR – Free Report) by 8.5% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 1,276 shares of the company’s stock after buying an additional 100 shares during the quarter. […]

Pacific Sun Financial Corp trimmed its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 4.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,691 shares of the company’s stock after selling 740 shares during the […]

LVW Advisors LLC lowered its holdings in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 1.8% during the 3rd quarter, Holdings Channel reports. The fund owned 466,478 shares of the company’s stock after selling 8,543 shares during the period. Vanguard Russell 1000 Growth ETF makes up approximately 5.7% of LVW Advisors […]

Vanguard Russell 2000 Value ETF (NASDAQ:VTWV – Get Free Report) was the recipient of a significant growth in short interest in September. As of September 30th, there was short interest totalling 47,900 shares, a growth of 614.9% from the September 15th total of 6,700 shares. Based on an average trading volume of 39,200 shares, the […]

Trevian Wealth Management LLC purchased a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 741 shares of the company’s stock, valued at approximately $428,000. iShares Core S&P 500 ETF accounts for […]

Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI – Get Free Report) was the recipient of a large increase in short interest during the month of September. As of September 30th, there was short interest totalling 236,200 shares, an increase of 74.6% from the September 15th total of 135,300 shares. Based on an average daily volume […]

BWM Planning LLC purchased a new position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 8,163 shares of the company’s stock, valued at approximately $613,000. A number of other institutional investors have also added […]

BWM Planning LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The fund purchased 199,987 shares of the company’s stock, valued at approximately $11,125,000. Dimensional U.S. Targeted Value ETF accounts for about 4.9% of BWM Planning LLC’s investment portfolio, making the […]

LVW Advisors LLC cut its stake in shares of Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF – Free Report) by 73.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 48,283 shares of the company’s stock after selling 131,651 shares during the quarter. […]

Rappaport Reiches Capital Management LLC lifted its stake in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 2.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 366,752 shares of the company’s stock after acquiring an additional 8,929 shares […]

Charles Schwab Trust Co cut its position in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 10.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 384,186 shares of the company’s stock after selling 44,311 shares during the period. Vanguard Short-Term […]

Future Financial Wealth Managment LLC purchased a new position in Global X Lithium & Battery Tech ETF (NYSEARCA:LIT – Free Report) during the third quarter, Holdings Channel reports. The institutional investor purchased 1,000 shares of the company’s stock, valued at approximately $44,000. A number of other hedge funds and other institutional investors have also recently […]

US Treasury 2 Year Note ETF (NASDAQ:UTWO – Get Free Report) was the recipient of a large decline in short interest during the month of September. As of September 30th, there was short interest totalling 72,500 shares, a decline of 50.2% from the September 15th total of 145,600 shares. Based on an average trading volume […]

Alpha Architect High Inflation and Deflation ETF (NASDAQ:HIDE – Get Free Report) was the target of a significant increase in short interest during the month of September. As of September 30th, there was short interest totalling 25,000 shares, an increase of 163.2% from the September 15th total of 9,500 shares. Based on an average trading […]