LexAurum Advisors LLC boosted its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 9.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 240,637 shares of the company’s stock after acquiring an additional 21,707 shares […]

Redmont Wealth Advisors LLC lessened its position in iShares Preferred and Income Securities ETF (NASDAQ:PFF – Free Report) by 0.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 126,359 shares of the company’s stock after selling 386 shares during the period. iShares Preferred and […]

Berkshire Money Management Inc. lifted its position in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 15.1% during the third quarter, Holdings Channel reports. The firm owned 49,028 shares of the company’s stock after acquiring an additional 6,425 shares during the period. Vanguard Mega Cap ETF makes up 1.2% of Berkshire Money […]

Strid Group LLC boosted its position in Invesco BulletShares 2024 Corporate Bond ETF (NASDAQ:BSCO – Free Report) by 1.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 123,640 shares of the company’s stock after buying an additional 1,348 shares […]

Greenup Street Wealth Management LLC raised its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 7.5% in the third quarter, HoldingsChannel.com reports. The firm owned 94,676 shares of the company’s stock after buying an additional 6,591 shares during the period. Vanguard Value ETF comprises about 3.4% of Greenup Street Wealth Management […]

Sard Wealth Management Group LLC grew its stake in shares of Innovator Equity Managed Floor ETF (NYSEARCA:SFLR – Free Report) by 15.7% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 15,329 shares of the company’s stock after buying an additional 2,084 shares during the […]

Fusion Family Wealth LLC lifted its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,694,164 shares of the company’s stock after buying an additional 64,939 shares during the […]

Smallwood Wealth Investment Management LLC lowered its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 5.7% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 39,825 shares of the company’s stock after selling 2,429 shares during the quarter. Vanguard Intermediate-Term Bond ETF accounts for 2.2% of Smallwood Wealth […]

Madrona Financial Services LLC grew its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 49.1% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 82,265 shares of the company’s stock after purchasing an additional 27,076 shares during the quarter. Vanguard Short-Term Bond ETF accounts for 1.8% of Madrona Financial […]

Cornerstone Wealth Management LLC increased its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,468 shares of the company’s stock after purchasing an additional 53 […]

Perigon Wealth Management LLC lifted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 24.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 58,897 shares of the company’s stock after buying an additional 11,518 shares during the period. […]

Orin Green Financial LLC reduced its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.9% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 5,138 shares of the company’s stock after selling 101 shares during the period. Vanguard Growth ETF accounts for 0.9% of Orin Green Financial LLC’s portfolio, making […]

Perigon Wealth Management LLC increased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 118,405 shares of the company’s stock after acquiring an additional 957 shares during […]

Alliance Wealth Advisors LLC trimmed its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,710 shares of the company’s stock after selling 88 shares during the […]

FLC Capital Advisors raised its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 7.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 12,781 shares of the company’s stock after purchasing an additional 853 shares during the […]

BOS Asset Management LLC decreased its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 13.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 10,367 shares of the exchange traded fund’s stock after selling 1,656 shares during the quarter. BOS Asset Management […]

Hengehold Capital Management LLC raised its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 2.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 324,997 shares of the company’s stock after buying an additional 6,375 shares during the quarter. […]

Nottingham Advisors Inc. raised its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 815,304 shares of the company’s stock after acquiring an additional 20,867 shares during […]

Kowal Investment Group LLC boosted its stake in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 31.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,395 shares of the company’s stock after acquiring an additional 6,858 shares during […]

Physician Wealth Advisors Inc. lowered its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 154,001 shares of the company’s stock after selling 6,245 shares during the period. […]

Rockwood Wealth Management LLC lifted its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 10.5% in the third quarter, HoldingsChannel.com reports. The fund owned 338,278 shares of the company’s stock after acquiring an additional 32,013 shares during the period. Vanguard Short-Term Bond ETF makes up 2.9% of Rockwood Wealth Management […]

Transform Wealth LLC reduced its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 8.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,853 shares of the exchange traded fund’s stock after selling 509 shares […]