JFG Wealth Management LLC increased its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 30.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,632 shares of the company’s stock after purchasing an additional 3,148 shares […]

Focused Wealth Management Inc trimmed its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,501 shares of the company’s stock after selling 146 shares during the quarter. Focused Wealth Management […]

Avidian Wealth Enterprises LLC lessened its stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 1.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 97,243 shares of the company’s stock after selling 1,526 shares during the […]

Maia Wealth LLC raised its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 9.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 52,590 shares of the company’s stock after buying an additional 4,443 shares during the period. […]

Fiduciary Family Office LLC reduced its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 23.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,995 shares of the company’s stock after selling 621 shares during the quarter. Fiduciary Family Office […]

Johnson Financial Group LLC grew its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,350,553 shares of the company’s stock after acquiring an additional 39,013 shares during the […]

JNBA Financial Advisors reduced its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,396 shares of the company’s stock after selling 79 shares during the […]

Avidian Wealth Enterprises LLC grew its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 2.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 35,635 shares of the company’s stock after acquiring an additional 745 shares […]

Crestwood Advisors Group LLC raised its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 23,454 shares of the company’s stock after purchasing an additional 340 shares during the quarter. Crestwood Advisors […]

RTD Financial Advisors Inc. increased its stake in Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 4.5% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 782,241 shares of the company’s stock after acquiring an additional 33,376 shares during the quarter. Invesco […]

Dechtman Wealth Management LLC purchased a new stake in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 232,721 shares of the company’s stock, valued at approximately $6,202,000. PIMCO […]

Centennial Wealth Advisory LLC bought a new stake in First Trust Intermediate Duration Investment Grade Corporate ETF (NYSEARCA:FIIG – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 10,321 shares of the company’s stock, valued at approximately $221,000. Centennial Wealth Advisory LLC […]

JNBA Financial Advisors cut its holdings in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU – Free Report) by 9.4% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 372,510 shares of the company’s stock after selling 38,727 shares during the period. iShares MSCI Intl […]

RTD Financial Advisors Inc. reduced its stake in SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG – Free Report) by 8.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,726 shares of the company’s stock after selling 455 shares during the period. […]

Avidian Wealth Enterprises LLC cut its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 2.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 12,698 shares of the enterprise software provider’s stock after selling 277 shares during the period. Avidian Wealth Enterprises LLC’s holdings in […]

Avidian Wealth Enterprises LLC raised its stake in International Business Machines Co. (NYSE:IBM – Free Report) by 8.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,626 shares of the technology company’s stock after acquiring an additional 620 shares during […]

Avidian Wealth Enterprises LLC trimmed its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,567 shares of the information services provider’s stock after selling 274 shares during the quarter. Avidian Wealth […]

Avidian Wealth Enterprises LLC boosted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 3.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,387 shares of the company’s stock after purchasing an additional 163 shares during the quarter. […]

Financial Security Advisor Inc. lowered its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 5.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,614 shares of the enterprise software provider’s stock after selling 519 shares during […]