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May 11, 2023
HighTower Advisors LLC cut its position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Get Rating) by 10.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,903,520 shares of the company’s stock after selling 231,441 shares during the quarter. HighTower Advisors LLC’s holdings […]
May 10, 2023
HC Advisors LLC decreased its position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Get Rating) by 6.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 29,351 shares of the company’s stock after selling 1,955 shares during the period. Vanguard FTSE […]
May 10, 2023
Schwarz Dygos Wheeler Investment Advisors LLC increased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 6.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,768 shares of the company’s stock after purchasing an additional 107 shares during the quarter. […]
May 10, 2023
Schwarz Dygos Wheeler Investment Advisors LLC purchased a new position in Dimensional International Value ETF (NYSEARCA:DFIV – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 7,021 shares of the company’s stock, valued at approximately $213,000. Other institutional […]
May 9, 2023
Efficient Advisors LLC lifted its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) by 0.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 742,181 shares of the company’s stock after purchasing an additional 4,673 shares during the quarter. Vanguard […]
May 9, 2023
Efficient Advisors LLC lifted its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Get Rating) by 2.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 572,185 shares of the company’s stock after purchasing an additional 13,922 shares during the […]
May 9, 2023
Efficient Advisors LLC raised its stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Get Rating) by 10.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,621 shares of the company’s stock after buying an additional […]
May 9, 2023
Efficient Advisors LLC lowered its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Get Rating) by 2.9% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 92,147 shares of the exchange traded fund’s stock after selling 2,800 shares during the quarter. Efficient […]
May 9, 2023
Efficient Advisors LLC increased its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Get Rating) by 6.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 569,276 shares of the exchange traded fund’s stock after acquiring an additional 35,283 […]
May 9, 2023
Efficient Advisors LLC lessened its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Get Rating) by 1.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,393 shares of the exchange traded fund’s stock after selling 190 shares during […]