Compagnie Lombard Odier SCmA cut its stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 16.8% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 46,214 shares of the company’s stock after selling 9,308 shares during the quarter. Compagnie Lombard Odier […]

Matrix Asset Advisors Inc. NY boosted its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 9.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 65,726 shares of the company’s stock after buying an additional 5,527 […]

Montis Financial LLC boosted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 2.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,323 shares of the exchange traded fund’s stock after buying an additional 61 shares during the quarter. […]

Montis Financial LLC raised its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 4.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,419 shares of the company’s stock after acquiring an additional 277 shares during the […]

Castle Rock Wealth Management LLC raised its holdings in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 5.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,576 shares of the exchange traded fund’s stock after buying an additional […]

Fermata Advisors LLC grew its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 6.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,412 shares of the exchange traded fund’s stock after buying an additional 458 shares during the […]

Moisand Fitzgerald Tamayo LLC decreased its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 4.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,436 shares of the exchange traded fund’s stock after selling 410 shares during the quarter. Moisand […]

Pacific Sun Financial Corp trimmed its stake in shares of Nuveen ESG Small-Cap ETF (BATS:NUSC – Free Report) by 5.3% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 12,266 shares of the company’s stock after selling 690 shares during the quarter. Pacific Sun […]

ORBA Wealth Advisors L.L.C. boosted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,920 shares of the exchange traded fund’s stock after buying an additional 144 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 […]

Red Mountain Financial LLC reduced its holdings in shares of iShares Global REIT ETF (NYSEARCA:REET – Free Report) by 35.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,046 shares of the company’s stock after selling 4,894 shares during the period. Red […]

TAP Consulting LLC reduced its stake in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 1.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,220 shares of the exchange traded fund’s stock after selling 84 shares during the period. […]

Perfromance Wealth Partners LLC lessened its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 32.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 122,815 shares of the company’s stock after selling 59,968 shares during the quarter. Vanguard High Dividend […]