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Fiducient Advisors LLC Purchases Shares of 5,051 Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Fiducient Advisors LLC purchased a new stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 5,051 shares of the exchange traded fund’s stock, valued at approximately $208,000. Other large investors have also recently […]
Oakworth Capital Inc Fiducient Advisors Securities Exchange Commission Element Wealth Highmark Wealth Management Free Report

Citizens Business Bank Has $6.92 Million Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Citizens Business Bank cut its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 34.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 15,848 shares of the company’s stock after selling 8,154 shares during the period. […]
United States Financial Services Element Wealth Index Fund The Citizens Business Bank Exchange Commission

Golden Road Advisors LLC Acquires Shares of 18,690 Vanguard S&P 500 ETF (NYSEARCA:VOO)

Golden Road Advisors LLC acquired a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 18,690 shares of the company’s stock, valued at approximately $8,164,000. Vanguard S&P 500 ETF accounts for 7.8% of Golden Road Advisors LLC’s investment portfolio, making the stock […]
United States Holdings Channel Financial Services Mark Sheptoff Financial Planning Exchange Traded Fund Life Planning Partners Inc

Cary Street Partners Investment Advisory LLC Decreases Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Cary Street Partners Investment Advisory LLC cut its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 82.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 2,733 shares of the company’s stock after selling 13,211 shares during the period. Cary Street Partners Investment Advisory LLC’s holdings in Vanguard S&P 500 ETF were […]
United States Life Planning Partners Inc Financial Services Exchange Traded Fund Element Wealth Blume Capital Management Inc

Vanguard S&P 500 ETF (NYSEARCA:VOO) is LGL Partners LLC's 7th Largest Position

LGL Partners LLC increased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2,199.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 106,723 shares of the company’s stock after acquiring an additional 102,082 shares during the quarter. Vanguard S&P 500 ETF […]
United States Exchange Traded Fund Blume Capital Management Inc Financial Services Life Planning Partners Inc Lgl Partners

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Red Wave Investments LLC Reduces Stock Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Red Wave Investments LLC lessened its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 2.4% in the 4th quarter, HoldingsChannel reports. The firm owned 74,579 shares of the exchange traded fund’s stock after selling 1,809 shares during the quarter. Vanguard FTSE Emerging Markets ETF makes up approximately 1.2% of […]
Exchange Commission Company Profile Highmark Wealth Management Red Wave Investments Element Wealth Oakworth Capital Inc

Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Bought by Principle Wealth Partners LLC

Principle Wealth Partners LLC raised its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,209 shares of the company’s stock after purchasing an additional 79 shares during […]
United States Element Wealth Exchange Commission Financial Services Exchange Traded Fund Life Planning Partners Inc
Source: wkrb13.com

Motley Fool Wealth Management LLC Reduces Holdings in iShares Core MSCI Europe ETF (NYSEARCA:IEUR)

Motley Fool Wealth Management LLC trimmed its holdings in shares of iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 307,824 shares of the company’s stock after selling 3,237 […]
Element Wealth Motley Fool Wealth Management Syon Capital Exchange Commission Citizens Financial Group Inc Truist Financial Corp
Source: wkrb13.com

IAG Wealth Partners LLC Raises Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

IAG Wealth Partners LLC boosted its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 15.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 908 shares of the company’s stock after buying an additional 122 […]
United States Element Wealth Blume Capital Management Inc Iag Wealth Partners Life Planning Partners Inc Index Fund The

Heritage Financial Services LLC Has $1.62 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Heritage Financial Services LLC raised its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 289.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,700 shares of the company’s stock after buying an additional 2,749 shares during the […]
United States Securities Exchange Commission Life Planning Partners Inc Financial Services Exchange Traded Fund Company Profile

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