SFG Wealth Management LLC. decreased its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 28.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,150 shares of the company’s stock after selling 850 shares during the period. SFG […]

Hollencrest Capital Management increased its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.7% during the third quarter, Holdings Channel.com reports. The institutional investor owned 35,895 shares of the company’s stock after buying an additional 265 shares during the quarter. Hollencrest Capital Management’s holdings in Vanguard Dividend Appreciation ETF were […]

Bensler LLC raised its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.9% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 25,458 shares of the exchange traded fund’s stock after purchasing an additional 708 shares during the period. Invesco QQQ accounts for approximately 1.6% of Bensler […]

Leavell Investment Management Inc. grew its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 1.3% during the third quarter, Holdings Channel.com reports. The institutional investor owned 61,343 shares of the company’s stock after purchasing an additional 760 shares during the quarter. Leavell Investment Management Inc.’s holdings in Vanguard Dividend Appreciation […]

Hollencrest Capital Management lifted its holdings in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 1.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,533 shares of the construction company’s stock after buying an additional 27 shares during […]

Confluence Investment Management LLC increased its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 3.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 852,528 shares of the company’s stock after buying an additional 30,313 shares during the period. Confluence Investment […]

Consolidated Planning Corp boosted its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,130 shares of the exchange traded fund’s stock after buying an additional 64 shares during the quarter. Consolidated […]

Summit Global Investments grew its position in Lam Research Co. (NASDAQ:LRCX – Free Report) by 60.2% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 7,208 shares of the semiconductor company’s stock after purchasing an additional 2,708 shares during the quarter. Summit Global Investments’ holdings in Lam Research were worth $5,882,000 at the […]

WoodTrust Financial Corp lessened its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 12.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,139 shares of the exchange traded fund’s stock after selling 713 shares during the quarter. […]

Keudell Morrison Wealth Management raised its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 0.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 160,744 shares of the company’s stock after purchasing an additional 818 shares during the quarter. Vanguard […]

Weitzel Financial Services Inc. raised its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 10.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 10,128 shares of the exchange traded fund’s stock after acquiring an additional 926 shares during the quarter. Invesco QQQ makes […]

Blake Schutter Theil Wealth Advisors LLC bought a new stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 11,388 shares of the company’s stock, valued at approximately $1,460,000. Vanguard High Dividend Yield ETF […]

Castle Wealth Management LLC lowered its position in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 3.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,451 shares of the company’s stock after selling 134 shares during the […]

Droms Strauss Advisors Inc. MO ADV 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 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,267 shares of the exchange traded fund’s stock, valued at approximately […]

Graypoint LLC grew its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,789 shares of the company’s stock after purchasing an additional 265 shares during the period. Graypoint LLC’s […]

HF Advisory Group LLC lessened its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 19.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,663 shares of the company’s stock after selling 408 shares during the period. HF […]

JNBA Financial Advisors lessened its holdings in shares of First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 32.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,828 shares of the company’s stock after selling 878 shares during the […]

Trademark Financial Management LLC trimmed its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,093 shares of the exchange traded fund’s stock after selling 455 shares during the period. Invesco QQQ makes […]

Walkner Condon Financial Advisors LLC boosted its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 122,164 shares of the company’s stock after acquiring an additional 3,963 shares […]

Droms Strauss Advisors Inc. MO ADV lessened its holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 6.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 27,273 shares of the company’s stock after selling 2,001 shares during […]