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June 18, 2023
CVA Family Office LLC cut its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 78.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 138 shares of the company’s stock after selling 500 shares during the period. CVA Family Office LLC’s holdings in Vanguard Mid-Cap […]
June 18, 2023
Willis Johnson & Associates Inc. lowered its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 5.6% in the 1st quarter, Holdings Channel reports. The firm owned 1,720 shares of the company’s stock after selling 102 shares during the quarter. Willis Johnson & Associates Inc.’s holdings in Vanguard Mid-Cap ETF were worth $363,000 at […]
June 17, 2023
Weitzel Financial Services Inc. decreased its position in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 5.2% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,396 shares of the company’s stock after selling 77 shares during the quarter. Vanguard Mid-Cap […]
June 16, 2023
Sheets Smith Wealth Management raised its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 13.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,834 shares of the company’s stock after buying an additional 1,180 shares during the quarter. Sheets […]
June 15, 2023
RiverFront Investment Group LLC grew its stake in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 1.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,042 shares of the company’s stock after purchasing an additional […]
June 15, 2023
Axxcess Wealth Management LLC boosted its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 40.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,588 shares of the company’s stock after buying an additional 4,456 shares […]
June 5, 2023
Clarity Financial LLC lifted its holdings in iShares Mortgage Real Estate Capped ETF (BATS:REM – Get Rating) by 23.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 32,189 shares of the company’s stock after purchasing an additional 6,024 shares during the quarter. Clarity […]
June 2, 2023
HCR Wealth Advisors decreased its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 17.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,328 shares of the company’s stock after selling 2,000 shares during the period. HCR Wealth Advisors’ holdings in Vanguard […]
June 2, 2023
Heritage Wealth Management LLC raised its position in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 86.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 54,476 shares of the company’s stock after purchasing an additional 25,299 shares during the […]
June 2, 2023
Heritage Wealth Management LLC raised its stake in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 86.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 54,476 shares of the company’s stock after buying an additional 25,299 shares during the […]