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 […]

Armstrong Advisory Group Inc. increased its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 7.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,747 shares of the company’s stock after purchasing an additional 118 shares during the period. Armstrong […]

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 […]

Sound Income Strategies LLC increased its holdings in iShares Micro-Cap ETF (NYSEARCA:IWC – Free Report) by 7,798.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,635 shares of the exchange traded fund’s stock after buying an additional 6,551 shares during the period. […]

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 […]

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 […]

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 […]

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 […]

Lion Street Advisors LLC acquired a new stake in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,385 shares of the company’s stock, valued at approximately $211,000. Other hedge funds have also recently […]

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 […]

Ritholtz Wealth Management boosted its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 53.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 35,445 shares of the ride-sharing company’s stock after acquiring an additional 12,419 shares during the quarter. […]

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, […]

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 […]

Evexia Wealth LLC increased its position in Ormat Technologies, Inc. (NYSE:ORA – Free Report) by 25.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 9,629 shares of the energy company’s stock after buying an additional 1,974 shares during the period. Evexia Wealth LLC’s holdings in Ormat […]

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 trimmed its holdings in First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 11.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 37,202 shares of the company’s stock after selling 4,930 shares during the quarter. HCR Wealth Advisors’ […]

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 […]

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 […]

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 […]

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 […]

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. […]

Simplicity Wealth LLC cut its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 55.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,044 shares of the exchange traded fund’s stock after selling 17,187 shares […]

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 […]

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. […]

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 […]

Paragon Capital Management Ltd increased its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 42,225 shares of the company’s stock after purchasing an additional 974 shares during […]

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 […]

Watts Gwilliam & Co. LLC acquired a new position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 358 shares of the asset manager’s stock, valued at approximately $340,000. Other institutional […]