Essex LLC cut its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 5.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,939 shares of the company’s stock after selling 109 shares during the period. Essex LLC’s holdings in Vanguard […]

Alta Wealth Advisors LLC lifted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 17.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,701 shares of the company’s stock after purchasing an additional 250 shares during the quarter. Alta Wealth Advisors LLC’s […]

Baron Financial Group LLC grew its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 5.4% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 6,066 shares of the company’s stock after acquiring an additional 309 shares during the period. Baron Financial […]

Buckley Wealth Management LLC grew its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 0.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 16,502 shares of the company’s stock after buying an additional 148 shares during the quarter. AbbVie makes […]

Pure Portfolios Holdings LLC acquired a new position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 753 shares of the company’s stock, valued at approximately $289,000. A number of other institutional investors and hedge […]

Veracity Capital LLC grew its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 3.7% during the 3rd quarter, Holdings Channel reports. The firm owned 61,640 shares of the company’s stock after purchasing an additional 2,213 shares during the period. Vanguard Mid-Cap ETF makes up approximately 6.2% of Veracity Capital LLC’s portfolio, making the […]

Cedrus LLC grew its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 8.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 39,833 shares of the company’s stock after buying an additional 3,050 shares during the period. Vanguard Growth […]

Mainsail Asset Management LLC grew its stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 3.5% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 14,034 shares of the company’s stock after buying an additional 480 shares during the quarter. Vanguard […]

Rede Wealth LLC decreased its stake in Nuveen ESG Large-Cap Growth ETF (BATS:NULG – Free Report) by 3.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,016 shares of the company’s stock after selling 211 shares during the quarter. Rede […]

Whitaker Myers Wealth Managers LTD. cut its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 27.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,493 shares of the company’s stock after selling 552 shares during […]

Waypoint Capital Advisors LLC grew its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 9.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 153,599 shares of the company’s stock after buying an additional 13,698 shares during the quarter. Vanguard Value ETF […]

Pure Portfolios Holdings LLC acquired a new position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 28,368 shares of the company’s stock, valued at approximately $1,498,000. Several other large […]

Stratos Investment Management LLC lessened its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 6.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,190 shares of the company’s stock after selling 230 shares during the quarter. Stratos Investment […]

Wealth Alliance Advisory Group LLC reduced its holdings in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 17.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 608 shares of the company’s stock after selling 128 shares during the quarter. Wealth […]

Bartlett & CO. Wealth Management LLC cut its holdings in shares of JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 4.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,643 shares of the company’s stock after selling 1,032 shares […]

Petix & Botte Co increased its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 5.7% during the 3rd quarter, HoldingsChannel reports. The firm owned 42,806 shares of the company’s stock after buying an additional 2,303 shares during the period. Vanguard Mid-Cap Value ETF comprises 1.9% of Petix & Botte Co’s holdings, making […]

Friedenthal Financial acquired a new stake in shares of Cboe Global Markets, Inc. (BATS:CBOE – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 238 shares of the company’s stock, valued at approximately $49,000. Other institutional investors also recently modified their […]

Benchmark Wealth Management LLC grew its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 197.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 120,704 shares of the company’s stock after buying an additional 80,146 shares during the period. […]

Stephens Consulting LLC trimmed its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 10.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 358 shares of the company’s stock after selling 44 shares during the quarter. Stephens Consulting […]

Cadent Capital Advisors LLC boosted its position in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 59.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,915 shares of the exchange traded fund’s stock after buying an additional […]

West Branch Capital LLC purchased a new position in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) during the 3rd quarter, Holdings Channel.com reports. The firm purchased 193 shares of the company’s stock, valued at approximately $35,000. A number of other hedge funds also recently bought and sold shares of the business. Fifth Third Bancorp […]

AA Financial Advisors LLC lifted its holdings in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) by 10.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,710 shares of the company’s stock after buying an additional 752 shares during the period. […]

Orgel Wealth Management LLC reduced its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 8.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 44,201 shares of the company’s stock after selling 3,946 shares during the quarter. Orgel […]

Cahaba Wealth Management Inc. decreased its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,464 shares of the company’s stock after selling 125 shares during the […]

Integris Wealth Management LLC reduced its stake in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 0.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 56,784 shares of the company’s stock after selling 205 shares during the period. Vanguard Large-Cap ETF […]

Bar Harbor Wealth Management reduced its stake in shares of Danaher Co. (NYSE:DHR – Free Report) by 2.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,979 shares of the conglomerate’s stock after selling 629 shares during the quarter. Bar […]

Ellsworth Advisors LLC boosted its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 22.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,893 shares of the company’s stock after buying an additional 348 shares during the period. Ellsworth Advisors […]

Inspire Advisors LLC trimmed its position in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 4.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 25,326 shares of the company’s stock after selling 1,164 shares during the quarter. […]

Inspire Advisors LLC lowered its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 2.9% during the 3rd quarter, Holdings Channel.com reports. The firm owned 4,347 shares of the company’s stock after selling 132 shares during the period. Inspire Advisors LLC’s holdings in Vanguard Mid-Cap Value ETF were worth $729,000 at […]

Net Worth Advisory Group bought a new stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,877 shares of the company’s stock, valued at approximately $851,000. Other hedge funds […]

OmniStar Financial Group Inc. purchased a new position in shares of Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO – Free Report) during the third quarter, Holdings Channel.com reports. The firm purchased 3,253 shares of the company’s stock, valued at approximately $202,000. A number of other institutional investors and hedge funds have also recently modified their holdings […]

RFG Advisory LLC raised its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 137.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 14,940 shares of the company’s stock after buying an additional 8,650 shares during the period. RFG […]

RFG Advisory LLC lowered its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 17.1% during the 3rd quarter, Holdings Channel.com reports. The firm owned 20,952 shares of the company’s stock after selling 4,336 shares during the period. RFG Advisory LLC’s holdings in Vanguard Small-Cap Value ETF were worth $4,207,000 at […]

RFG Advisory LLC grew its stake in shares of VanEck High Yield Muni ETF (BATS:HYD – Free Report) by 1.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 195,139 shares of the company’s stock after purchasing an additional 2,466 shares during the quarter. RFG […]

Sax Wealth Advisors LLC lessened its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,923 shares of the company’s stock after selling 70 shares during the quarter. Sax Wealth […]

Strid Group LLC cut its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 76.3% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,621 shares of the company’s stock after selling 8,432 shares during the quarter. Strid Group LLC’s holdings […]

V Square Quantitative Management LLC increased its stake in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 19.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 2,171 shares of the financial services provider’s stock after buying an additional 356 shares during the period. V […]

Stonegate Investment Group LLC grew its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 68.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,491 shares of the company’s stock after buying an additional 3,846 shares during the period. […]

Ballast Inc. grew its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 2.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 140,017 shares of the company’s stock after purchasing an additional 3,917 shares during the period. […]

Stratos Wealth Partners LTD. grew its holdings in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 0.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 67,084 shares of the company’s stock after purchasing an additional 443 shares during the period. Stratos Wealth Partners LTD.’s […]