Fiduciary Financial Group LLC raised its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 17.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,075 shares of the company’s stock after acquiring an additional 911 shares during the quarter. Fiduciary Financial […]

Ritholtz Wealth Management trimmed its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 104,788 shares of the information services provider’s stock after selling 1,989 shares during the quarter. Alphabet accounts for 0.5% of Ritholtz […]

Juncture Wealth Strategies LLC purchased a new stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 2,328 shares of the company’s stock, valued at approximately $406,000. Several other hedge […]

Perfromance Wealth Partners LLC lessened its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 1.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 40,015 shares of the company’s stock after selling 625 shares during the period. […]

Arbor Wealth Advisors LLC raised its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 9.2% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 41,357 shares of the company’s stock after purchasing an additional 3,500 […]

Simplicity Wealth LLC lessened its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 85.3% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,630 shares of the company’s stock after selling 38,496 shares during the quarter. Simplicity Wealth LLC’s […]

Perfromance Wealth Partners LLC cut its stake in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 1.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 47,068 shares of the company’s stock after selling 545 shares during the quarter. Perfromance Wealth Partners […]

Silverlake Wealth Management LLC boosted its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 3.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,982 shares of the company’s stock after purchasing an additional 113 shares during the period. […]

Ritholtz Wealth Management lifted its position in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 8.9% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 953 shares of the business services provider’s stock after acquiring an additional 78 shares during the period. Ritholtz Wealth Management’s holdings […]

LongView Wealth Management lifted its holdings in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 14.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 284,498 shares of the company’s stock after acquiring an additional 35,411 shares during the quarter. Capital Group […]

Freestate Advisors LLC acquired a new stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,357 shares of the exchange traded fund’s stock, valued at approximately $208,000. […]

Total Wealth Planning LLC trimmed its position in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 7.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 67,618 shares of the company’s stock after selling 5,317 shares during the period. Total Wealth Planning […]

Brown Miller Wealth Management LLC boosted its position in shares of Accenture plc (NYSE:ACN – Free Report) by 2.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 8,003 shares of the information technology services provider’s stock after purchasing an additional 207 […]

HCR Wealth Advisors lifted its stake in shares of L3Harris Technologies, Inc. (NYSE:LHX – Free Report) by 3.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,391 shares of the company’s stock after purchasing an additional 387 shares during the quarter. […]

Perfromance Wealth Partners LLC lifted its stake in shares of Accenture plc (NYSE:ACN – Free Report) by 4.8% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 1,513 shares of the information technology services provider’s stock after buying an additional 69 shares during the period. Perfromance Wealth Partners LLC’s holdings in Accenture were worth […]

Evexia Wealth LLC decreased its holdings in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 3.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 14,002 shares of the asset manager’s stock after selling 526 shares during the period. BlackRock makes up 4.7% of Evexia Wealth […]

HCR Wealth Advisors boosted its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 3.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,723 shares of the company’s stock after buying an additional 315 shares during the period. […]

JGP Wealth Management LLC raised its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 8.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 994 shares of the CRM provider’s stock after buying an additional 76 shares during the period. JGP Wealth Management LLC’s […]

Cwm LLC increased its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 6.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 62,172 shares of the company’s stock after acquiring an additional 3,575 shares during the quarter. Cwm LLC owned about 0.06% […]

Castle Rock Wealth Management LLC raised its holdings in shares of Innovator U.S. Equity Power Buffer ETF – October (BATS:POCT – Free Report) by 2.1% during the third quarter, HoldingsChannel reports. The fund owned 29,833 shares of the company’s stock after purchasing an additional 602 shares during the quarter. Castle Rock Wealth Management LLC’s holdings […]

Cypress Wealth Services LLC lifted its position in Accenture plc (NYSE:ACN – Free Report) by 2.8% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,192 shares of the information technology services provider’s stock after purchasing an additional 33 shares during the period. Cypress Wealth Services […]

Beaumont Financial Advisors LLC trimmed its stake in Grayscale Bitcoin Trust (NYSEARCA:GBTC – Free Report) by 0.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 362,172 shares of the company’s stock after selling 1,364 shares during the quarter. Grayscale Bitcoin Trust accounts […]

Independence Bank of Kentucky boosted its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 80.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,388 shares of the asset manager’s stock after buying an additional 1,065 shares during the […]

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 […]

LifePro Asset Management cut its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 43.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,218 shares of the company’s stock after selling 4,002 shares during the period. […]

LifePro Asset Management decreased its holdings in shares of Citizens Financial Group, Inc. (NYSE:CFG – Free Report) by 4.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,280 shares of the bank’s stock after selling 829 shares during the […]

ORBA Wealth Advisors L.L.C. trimmed its holdings in First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 9.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,388 shares of the company’s stock after selling 4,979 shares during the period. First Trust Capital […]

ORBA Wealth Advisors L.L.C. lessened its stake in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Free Report) by 4.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 410,578 shares of the company’s stock after selling 17,822 shares during the quarter. First Trust Preferred Securities […]

Selective Wealth Management Inc. raised its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.3% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 3,820 shares of the company’s stock after buying an additional 85 shares during the period. Selective Wealth Management […]

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. […]

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 […]

Stephens Group Asset Management LLC grew its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 3.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 737,025 shares of the company’s stock after acquiring an additional 22,467 shares during the […]

Worth Asset Management LLC grew its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 14.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 72,279 shares of the company’s stock after purchasing an additional 8,968 shares during the period. Vanguard Value ETF comprises […]