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First Citizens Financial Corp Invests $245,000 in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

First Citizens Financial Corp acquired a new stake in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 3,258 shares of the company’s stock, valued at approximately $245,000. Several other large investors also recently […]
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Source: wkrb13.com

Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP) Shares Bought by Greenspring Advisors LLC

Greenspring Advisors LLC lifted its holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 10.3% in the 1st quarter, Holdings Channel.com reports. The fund owned 8,709 shares of the company’s stock after buying an additional 814 shares during the quarter. Greenspring Advisors LLC’s holdings in Vanguard Short-Term Inflation-Protected Securities ETF were worth […]
Holdings Channel Sei Investments Co Greenspring Advisors Hirtle Callaghan Co Efficient Advisors Simplicity Solutions

Bleakley Financial Group LLC Reduces Stock Position in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)

Bleakley Financial Group LLC reduced its holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 2.0% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 659,498 shares of the company’s stock after selling 13,152 shares during the period. Vanguard Short-Term Inflation-Protected Securities ETF comprises approximately 1.1% of Bleakley Financial Group LLC’s […]
Bleakley Financial Group Ci Private Wealth Securities Index Fund Hirtle Callaghan Co Sei Investments Co Efficient Advisors

Jaffetilchin Investment Partners LLC Sells 602 Shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)

Jaffetilchin Investment Partners LLC cut its stake in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 14.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,627 shares of the company’s stock after selling 602 shares during the quarter. Jaffetilchin […]
Exchange Commission Northwestern Mutual Wealth Management Co Moneta Group Investment Advisors Efficient Advisors Wells Fargo Company Goldman Sachs Group Inc

N.E.W. Advisory Services LLC Cuts Holdings in SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO)

N.E.W. Advisory Services LLC lessened its stake in SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO – Free Report) by 5.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,029 shares of the company’s stock after selling 342 […]
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Private Advisor Group LLC Acquires New Shares in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Private Advisor Group LLC bought a new position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 1,579,487 shares of the company’s stock, valued at approximately $40,245,000. Private Advisor Group LLC owned […]
Truist Financial Corp Advisor Group Efficient Advisors Thompson Investment Management Inc Index Fund Advisors Inc Willow Creek Wealth Management Inc

Dimensional US Marketwide Value ETF (NYSEARCA:DFUV) Shares Bought by Aptus Capital Advisors LLC

Aptus Capital Advisors LLC raised its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 1,990.6% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 51,994 shares of the company’s stock after purchasing an additional 49,507 […]
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Colony Family Offices LLC Raises Stock Holdings in Vanguard Total Bond Market ETF (NASDAQ:BND)

Colony Family Offices LLC raised its holdings in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 14.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,781 shares of the company’s stock after purchasing an additional 1,721 shares during […]
United States Efficient Advisors Colony Family Offices Aptus Capital Advisors Exchange Commission Nicolet Advisory Services

Dimensional International Value ETF (NYSEARCA:DFIV) Shares Bought by Ruedi Wealth Management Inc.

Ruedi Wealth Management Inc. grew its stake in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 1.1% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 209,669 shares of the company’s stock after buying an additional 2,373 shares during the quarter. Dimensional International Value […]
United States Securities Exchange Commission Dimensional International Value News Ratings For Dimensional International Value Efficient Advisors Aptus Capital Advisors

BDO Wealth Advisors LLC Boosts Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

BDO Wealth Advisors LLC grew its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 156.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 707 shares of the company’s stock after acquiring an additional 431 shares during […]
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