Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Acquired by Valued Wealth Advisors LLC
Valued Wealth Advisors LLC boosted its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 133.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 268 shares of the company’s stock after acquiring an additional 153 shares during the period. Valued Wealth Advisors LLC’s […]
Catalyst Financial Partners LLC Sells 128 Shares of Vanguard Value ETF (NYSEARCA:VTV)
Catalyst Financial Partners LLC reduced its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 8.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,472 shares of the company’s stock after selling 128 shares during the […]
Human Investing LLC Sells 458 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Human Investing LLC cut its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,072 shares of the company’s stock after selling 458 shares during the […]
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Sold by Interchange Capital Partners LLC
Interchange Capital Partners LLC decreased its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 8.0% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,666 shares of the company’s stock after selling 580 shares during the quarter. Interchange Capital […]
Americana Partners LLC Purchases Shares of 37,026 Vanguard Small-Cap ETF (NYSEARCA:VB)
Americana Partners LLC acquired a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 37,026 shares of the company’s stock, valued at approximately $8,783,000. A number of other hedge funds and other institutional investors also […]
Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Shares Purchased by Golden Road Advisors LLC
Golden Road Advisors LLC increased its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 23.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,924 shares of the company’s stock after purchasing an additional 2,087 shares during the quarter. Vanguard […]
Vanguard Communication Services ETF (NYSEARCA:VOX) Shares Bought by Principal Securities Inc.
Principal Securities Inc. boosted its holdings in shares of Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 8.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 93,403 shares of the company’s stock after buying an additional 7,183 shares during the period. […]
Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Purchased by Americana Partners LLC
Americana Partners LLC boosted its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 78,539 shares of the company’s stock after buying an additional 481 shares during the […]
Fonville Wealth Management LLC Grows Position in Vanguard Value ETF (NYSEARCA:VTV)
Fonville Wealth Management LLC increased its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 1.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 16,849 shares of the company’s stock after purchasing an additional 293 shares during the quarter. Fonville […]
Values Added Financial LLC Makes New $323,000 Investment in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Values Added Financial LLC acquired a new stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 1,630 shares of the company’s stock, valued at approximately $323,000. A number of other institutional investors have also […]
Americana Partners LLC Acquires 32,939 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)
Americana Partners LLC boosted its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1,153.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 35,795 shares of the company’s stock after buying an additional 32,939 shares during the quarter. Americana […]
Sensible Financial Planning & Management LLC. Invests $568,000 in Vanguard Total World Stock ETF (NYSEARCA:VT)
Sensible Financial Planning & Management LLC. bought a new stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,742 shares of the exchange traded fund’s stock, valued at approximately $568,000. Other […]
Nadler Financial Group Inc. Acquires 4,322 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Nadler Financial Group Inc. boosted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.7% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 259,351 shares of the company’s stock after purchasing an additional 4,322 shares during the period. Vanguard Total […]
Values Added Financial LLC Purchases 7,113 Shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Values Added Financial LLC raised its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 7.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 97,383 shares of the exchange traded fund’s stock after buying an […]
Principal Securities Inc. Acquires 24,849 Shares of Vanguard Value ETF (NYSEARCA:VTV)
Principal Securities Inc. increased its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 21.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 142,304 shares of the company’s stock after purchasing an additional 24,849 shares during the quarter. Principal […]
Silver Coast Investments LLC Buys New Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Silver Coast Investments LLC purchased a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 393 shares of the company’s stock, valued at approximately $207,000. Other hedge funds also recently added to or reduced their stakes […]
Silver Coast Investments LLC Buys 10,590 Shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)
Silver Coast Investments LLC boosted its stake in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 5.1% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 220,110 shares of the company’s stock after purchasing an additional 10,590 shares during the period. Vanguard Intermediate-Term […]
Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Shares Sold by Lebenthal Global Advisors LLC
Lebenthal Global Advisors LLC decreased its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 7.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,338 shares of the company’s stock after selling 1,480 shares during the quarter. Lebenthal Global Advisors […]
Stephens Inc. AR Has $61.42 Million Stock Position in Vanguard Value ETF (NYSEARCA:VTV)
Stephens Inc. AR boosted its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 11.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 351,816 shares of the company’s stock after buying an additional 36,649 shares during the period. Vanguard Value ETF makes up […]
Focus Financial Network Inc. Has $3.50 Million Stock Position in Vanguard Financials ETF (NYSEARCA:VFH)
Focus Financial Network Inc. decreased its stake in Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 24.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 31,723 shares of the company’s stock after selling 10,078 shares during the period. Focus […]
Vanguard S&P 500 ETF (NYSEARCA:VOO) Position Increased by Stephens Inc. AR
Stephens Inc. AR grew its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 83.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 74,835 shares of the company’s stock after purchasing an additional 33,995 shares during the quarter. Stephens […]
Vanguard Mega Cap Value ETF (NYSEARCA:MGV) Holdings Lowered by Creative Financial Designs Inc. ADV
Creative Financial Designs Inc. ADV trimmed its holdings in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 4.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 25,503 shares of the company’s stock after selling 1,169 shares during the quarter. Creative Financial […]
Vanguard Information Technology ETF (NYSEARCA:VGT) Stock Position Increased by Penobscot Wealth Management
Penobscot Wealth Management boosted its stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 9.8% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 14,560 shares of the exchange traded fund’s stock after buying an additional 1,303 shares during the period. Vanguard Information […]
Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP) Shares Sold by Sensible Financial Planning & Management LLC.
Sensible Financial Planning & Management LLC. lowered its holdings in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 1.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 50,155 shares of the company’s stock after selling […]
Sensible Financial Planning & Management LLC. Buys New Position in Vanguard Total International Stock ETF (NASDAQ:VXUS)
Sensible Financial Planning & Management LLC. purchased a new position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 3,273 shares of the company’s stock, valued at approximately $212,000. Other institutional investors have […]
Sensible Financial Planning & Management LLC. Has $9.19 Million Stock Position in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)
Sensible Financial Planning & Management LLC. raised its holdings in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 1.3% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 194,669 shares of the exchange traded fund’s stock after purchasing […]
Silver Coast Investments LLC Has $3.24 Million Position in Aberdeen Standard Physical Silver Shares ETF (NYSEARCA:SIVR)
Silver Coast Investments LLC lifted its position in Aberdeen Standard Physical Silver Shares ETF (NYSEARCA:SIVR – Free Report) by 6.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 108,886 shares of the company’s stock after acquiring an additional 7,007 shares during the […]
Lebenthal Global Advisors LLC Purchases 332 Shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB)
Lebenthal Global Advisors LLC lifted its stake in Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 1.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,277 shares of the company’s stock after purchasing an additional 332 shares during […]
Wade Financial Advisory Inc Sells 715 Shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI)
Wade Financial Advisory Inc trimmed its holdings in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) by 1.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 55,045 shares of the company’s stock after selling 715 shares during the quarter. Vanguard International […]
William Howard & Co Financial Advisors Inc Has $623,000 Stock Holdings in Vanguard Ultra-Short Bond ETF (BATS:VUSB)
William Howard & Co Financial Advisors Inc lifted its position in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 85.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,476 shares of the company’s stock after […]
Creative Financial Designs Inc. ADV Purchases 6,197 Shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)
Creative Financial Designs Inc. ADV lifted its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 7.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 89,802 shares of the company’s stock after acquiring an additional 6,197 shares […]
Valued Wealth Advisors LLC Purchases 1,158 Shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)
Valued Wealth Advisors LLC raised its holdings in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 2.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 56,286 shares of the company’s stock after acquiring an additional 1,158 […]
Principal Securities Inc. Purchases 491,627 Shares of Principal Spectrum Tax-Advantaged Dividend Active ETF (NYSEARCA:PQDI)
Principal Securities Inc. boosted its position in shares of Principal Spectrum Tax-Advantaged Dividend Active ETF (NYSEARCA:PQDI – Free Report) by 62,074.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 492,419 shares of the company’s stock after buying an additional 491,627 shares […]
last updated on 1 Nov 21:30