Fiduciary Alliance LLC boosted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 313.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,335 shares of the company’s stock after buying an additional 6,317 […]

Elmwood Wealth Management Inc. increased its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 7.9% in the third quarter, according to its most recent filing with the SEC. The fund owned 2,843 shares of the company’s stock after acquiring an additional 207 shares during the period. Elmwood Wealth Management […]

Muirfield Wealth Advisors LLC reduced its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 6.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,765 shares of the company’s stock after selling 461 shares […]

Empirical Asset Management LLC lowered its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.9% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,292 shares of the company’s stock after selling 29 shares during the period. […]

Grove Bank & Trust boosted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,546 shares of the company’s stock after acquiring an additional 206 shares during the […]

Polianta Ltd bought a new position in Vanguard Consumer Discretionary ETF (NYSEARCA:VCR – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The firm bought 22,100 shares of the company’s stock, valued at approximately $7,524,000. Vanguard Consumer Discretionary ETF comprises approximately 3.5% of Polianta Ltd’s portfolio, making the stock its 9th biggest holding. Other institutional investors […]

Mechanics Bank Trust Department reduced its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 12.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,750 shares of the company’s stock after selling 384 shares during the quarter. Mechanics […]

Disciplined Equity Management Inc. trimmed its stake in shares of AllianceBernstein Holding L.P. (NYSE:AB – Free Report) by 4.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,843 shares of the asset manager’s stock after selling 2,650 shares […]

Grove Bank & Trust grew its holdings in iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT – Free Report) by 0.2% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 59,426 shares of the company’s stock after buying an additional 116 shares during the […]

Stablepoint Partners LLC reduced its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 4.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 21,662 shares of the company’s stock after selling 934 shares during the quarter. Stablepoint Partners […]

Redhawk Wealth Advisors Inc. cut its stake in shares of Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 48.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 61,933 shares of the company’s stock after selling 57,880 shares during the […]

Ritholtz Wealth Management lowered its position in DaVita Inc. (NYSE:DVA – Free Report) by 23.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,537 shares of the company’s stock after selling 2,246 shares during the quarter. Ritholtz Wealth […]

Sound Income Strategies LLC lifted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 36.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,599 shares of the company’s stock after purchasing an additional 430 shares […]

Koshinski Asset Management Inc. purchased a new position in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – 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 23,843 shares of the company’s stock, valued at approximately $1,213,000. Several other […]

Crestmont Private Wealth LLC raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.2% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 76,493 shares of the exchange traded fund’s stock after purchasing an additional 873 shares during the quarter. iShares Core S&P Small-Cap ETF comprises […]

Gibson Capital LLC raised its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 931,216 shares of the company’s stock after acquiring an additional 7,984 shares during […]

InTrack Investment Management Inc grew its position in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 11.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,817 shares of the company’s stock after purchasing an additional 496 shares during the […]

Ameliora Wealth Management Ltd. reduced its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 48.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,573 shares of the company’s stock after selling 3,399 shares during […]

Lake Hills Wealth Management LLC lowered its position in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 4.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 106,059 shares of the company’s stock after selling 4,834 shares during the […]

Johnson Bixby & Associates LLC cut its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.3% in the third quarter, HoldingsChannel reports. The institutional investor owned 9,660 shares of the company’s stock after selling 126 shares during the quarter. Johnson Bixby & Associates LLC’s holdings in Vanguard Total Stock Market ETF […]

Koshinski Asset Management Inc. lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.5% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 22,736 shares of the company’s stock after selling 346 shares during the period. iShares Core S&P 500 ETF accounts for […]

Next Level Private LLC lowered its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 669 shares of the company’s stock after selling 38 shares during the period. Next Level Private LLC’s holdings in Vanguard S&P 500 ETF were […]

Retirement Planning Group LLC decreased its holdings in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 17.7% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,358 shares of the company’s stock after selling 2,230 shares during the period. Retirement Planning Group LLC’s holdings in […]

Retirement Planning Group LLC cut its holdings in shares of Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 3.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,496 shares of the company’s stock after selling 140 shares during the […]

Simplicity Wealth LLC lowered its stake in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 49.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,678 shares of the company’s stock after selling 2,575 shares during the […]

Sound Income Strategies LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 10,657 shares of the company’s stock after buying an additional 346 shares during the period. Sound Income […]

MorganRosel Wealth Management LLC cut its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 225,683 shares of the company’s stock after selling 1,707 shares during the period. Vanguard […]

Exchange Bank lifted its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.6% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 13,202 shares of the company’s stock after purchasing an additional 453 shares during the period. Vanguard Total Stock Market ETF makes up approximately 3.1% of Exchange Bank’s holdings, […]

Ritholtz Wealth Management increased its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 116.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,710 shares of the company’s stock after purchasing an additional 8,996 shares during the period. Ritholtz Wealth […]

Bright Financial Advisors Inc. raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.8% in the third quarter, Holdings Channel.com reports. The fund owned 20,585 shares of the company’s stock after buying an additional 561 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 7.6% of […]

Crestmont Private Wealth LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 100,576 shares of the company’s stock after purchasing an additional 3,026 shares during the period. iShares Core S&P 500 ETF […]