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June 1, 2024
Burkett Financial Services LLC bought a new stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 4,735 shares of the exchange traded fund’s stock, valued at approximately $195,000. Several other institutional […]
May 31, 2024
Roundview Capital LLC raised its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 356.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 18,613 shares of the company’s stock after purchasing an additional 14,538 shares during the period. Roundview Capital LLC’s holdings in iShares 1-3 Year Treasury Bond ETF […]
May 30, 2024
Catalytic Wealth RIA LLC acquired a new stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 27,885 shares of the company’s stock, valued at approximately $4,044,000. Vanguard Mid-Cap Value ETF accounts for […]
May 29, 2024
Lockheed Martin Investment Management Co. trimmed its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 193,300 shares of the company’s stock after selling 216 shares during the period. Vanguard […]
May 29, 2024
Innealta Capital LLC reduced its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 33.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 30,975 shares of the exchange traded fund’s stock after selling 15,854 shares during the period. […]
May 29, 2024
Elevatus Welath Management lifted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 93.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,077 shares of the company’s stock after acquiring an additional 521 shares during the quarter. Elevatus […]
May 28, 2024
Proquility Private Wealth Partners LLC raised its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 820.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,589 shares of the company’s stock after buying an additional 4,982 shares during […]
May 27, 2024
MMA Asset Management LLC grew its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 13.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,413 shares of the company’s stock after acquiring an additional 1,199 shares during […]
May 27, 2024
Ndwm LLC acquired a new position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 16,707 shares of the company’s stock, valued at approximately $1,371,000. iShares 1-3 Year Treasury Bond ETF makes up about […]
May 27, 2024
MMA Asset Management LLC trimmed its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 606 shares of the company’s stock after selling 36 shares […]