Benchmark Financial Wealth Advisors LLC cut its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.5% in the third quarter, Holdings Channel.com reports. The fund owned 117,641 shares of the company’s stock after selling 1,841 shares during the quarter. Vanguard Total Stock Market ETF comprises about 11.1% of Benchmark Financial Wealth […]

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 […]

Maia Wealth LLC raised its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 35.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,428 shares of the company’s stock after acquiring an additional 1,148 shares during the quarter. Maia Wealth […]

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 […]

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 […]

Benchmark Financial Wealth Advisors LLC reduced its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 7.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 55,668 shares of the company’s stock after selling 4,496 shares during the period. Vanguard FTSE […]

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 […]

Gordian Advisors LLC lifted its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.9% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 241,053 shares of the company’s stock after acquiring an additional 9,028 shares during […]

JNBA Financial Advisors increased its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 0.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 297,686 shares of the exchange traded fund’s stock after buying an additional 2,572 shares during the period. […]

JNBA Financial Advisors cut its holdings in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 1.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 57,671 shares of the company’s stock after selling 681 shares during the quarter. […]

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. […]

JNBA Financial Advisors lowered its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 8.8% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 27,410 shares of the company’s stock after selling 2,658 shares during the period. Vanguard Mid-Cap ETF accounts for about 0.7% […]

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 […]

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 […]

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 […]

1834 Investment Advisors Co. cut its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 13.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,766 shares of the exchange traded fund’s stock after selling 2,664 […]

Avidian Wealth Enterprises LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 253,429 shares of the exchange traded fund’s stock after buying an additional 10,765 shares during the period. iShares Core […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 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 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 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 […]

Smart Portfolios LLC cut its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 0.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,975 shares of the enterprise software provider’s stock after selling 70 shares during the quarter. Oracle comprises 1.6% of […]

NorthRock Partners LLC trimmed its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 44.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,966 shares of the information services provider’s stock after selling 11,377 shares during the quarter. NorthRock Partners LLC’s holdings in […]

Wisconsin Capital Management LLC increased its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 0.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 7,439 shares of the company’s stock after buying an additional 42 shares during the quarter. Eli Lilly […]