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Kanawha Capital Management LLC Sells 400 Shares of iShares Floating Rate Bond ETF (BATS:FLOT)

Kanawha Capital Management LLC lessened its stake in iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 1.0% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 39,251 shares of the company’s stock after selling 400 shares during the quarter. Kanawha Capital Management LLC’s holdings in […]
United States Element Wealth Boyd Watterson Asset Management Elevate Inc Pinnacle Bancorp Inc Kanawha Capital Management

KFA Private Wealth Group LLC Acquires 685 Shares of Vanguard Value ETF (NYSEARCA:VTV)

KFA Private Wealth Group LLC grew its stake in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 0.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 86,645 shares of the company’s stock after acquiring an additional 685 shares during the […]
United States San Diego Delos Wealth Advisors Mascoma Wealth Management Wealth Group Vanguard Value Index Fund

Geneos Wealth Management Inc. Grows Stake in iShares Floating Rate Bond ETF (BATS:FLOT)

Geneos Wealth Management Inc. increased its position in iShares Floating Rate Bond ETF (BATS:FLOT – Get Rating) by 57.5% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 30,372 shares of the company’s stock after purchasing an additional 11,088 shares during the […]
United States Elevate Inc Geneos Wealth Management Inc Boyd Watterson Asset Management Element Wealth Securities Exchange Commission

National Bank of Canada FI Sells 57 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

National Bank of Canada FI lessened its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) by 1.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,548 shares of the company’s stock after selling 57 shares during the quarter. National Bank […]
Carnegie Capital Asset Management Griffin Asset Management Inc National Bank Securities Exchange Commission Element Wealth Investment Consultants

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Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Shares Purchased by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC boosted its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 5.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 73,405 shares of the company’s stock after buying an additional 4,009 shares during the period. Kestra Private Wealth Services LLC’s holdings in Vanguard […]
Ellis Investment Partners High Net Worth Advisory Group Rise Advisors Hexagon Capital Partners Holdings Channel Element Wealth

Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Stake Trimmed by Atria Investments Inc

Atria Investments Inc reduced its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Get Rating) by 21.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,476,974 shares of the company’s stock after selling 392,106 shares during the quarter. […]
Rise Advisors Ellis Investment Partners Exchange Commission High Net Worth Advisory Group Atria Investments Inc Hexagon Capital Partners

Vanguard Value ETF (NYSEARCA:VTV) Shares Acquired by BerganKDV Wealth Management LLC

BerganKDV Wealth Management LLC lifted its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 30.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 76,961 shares of the company’s stock after purchasing an additional 17,896 shares during the […]
San Diego United States Company Profile Element Wealth Delos Wealth Advisors Mascoma Wealth Management

PrairieView Partners LLC Has $79.24 Million Holdings in Vanguard Value ETF (NYSEARCA:VTV)

PrairieView Partners LLC grew its position in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 2.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 564,540 shares of the company’s stock after acquiring an additional 11,449 shares during the quarter. Vanguard Value ETF makes […]
United States Exchange Commission Prairieview Partners Delos Wealth Advisors Vanguard Value Index Fund Element Wealth

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