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 […]

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 […]

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 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. […]

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 […]

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 […]

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 […]

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 […]

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 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 […]

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 […]