Kaye Capital Management boosted its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 169,332 shares of the company’s stock after purchasing an additional 1,439 shares during the period. Vanguard […]

Trellis Wealth Advisors LLC reduced its position in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 6.8% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 146,314 shares of the company’s stock after selling 10,628 shares during the period. Vanguard […]

Maple Capital Management Inc. lowered its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 30.1% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,738 shares of the company’s stock after selling 2,903 shares during the […]

Traphagen Investment Advisors LLC trimmed its stake in Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC – Free Report) by 23.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 28,272 shares of the company’s stock after selling 8,808 shares during the quarter. Traphagen Investment Advisors […]

Stewardship Advisors LLC lessened its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 69.2% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 89,178 shares of the company’s stock after selling 200,746 shares during the quarter. Vanguard FTSE […]

Castleview Partners LLC lowered its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 79.5% during the third quarter, according to its most recent filing with the SEC. The firm owned 8,984 shares of the company’s stock after selling 34,819 shares during the period. Castleview Partners LLC’s holdings in Vanguard FTSE Developed […]

Wealth Effects LLC lifted its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 5.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,253 shares of the company’s stock after purchasing an additional 2,187 shares during the quarter. JPMorgan […]

CarsonAllaria Wealth Management Ltd. grew its stake in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 20.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 162,413 shares of the company’s stock after purchasing an additional 28,103 shares […]

AIFG Consultants Ltd. lowered its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 176,546 shares of the company’s stock after selling 4,599 shares during the quarter. […]