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Axxcess Wealth Management LLC Sells 563 Shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Axxcess Wealth Management LLC decreased its position in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,059 shares of the exchange traded fund’s stock after selling 563 shares […]
Axxcess Wealth Management Exchange Commission Bradley Co Citigroup Inc Addison Advisors Wealth Management

Provence Wealth Management Group Acquires 1,237 Shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Provence Wealth Management Group increased its holdings in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 8.4% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 15,979 shares of the exchange traded fund’s stock after acquiring an additional 1,237 shares during the period. Provence Wealth […]
Bradley Co Addison Advisors City Holding Co Provence Wealth Management Group Southstate Corp Sugarloaf Wealth Management
Source: wkrb13.com

Provence Wealth Management Group Grows Stock Position in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Provence Wealth Management Group increased its stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 8.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,979 shares of the exchange traded fund’s stock after acquiring an additional 1,237 shares […]
Benjaminf Edwards Company Inc Exchange Commission Accretive Wealth Partners Financial Group Southstate Corp Power Wealth Management

Hexagon Capital Partners LLC Boosts Stock Holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Hexagon Capital Partners LLC grew its stake in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 17.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 2,649 shares of the exchange traded fund’s stock after buying an additional 388 shares during the period. Hexagon Capital Partners LLC’s holdings in Vanguard […]
Stifel Financial Corp Holdings Channel Charles Schwab Investment Advisory Inc Hexagon Capital Partners York Mellon Corp Jpmorgan Chase Co
Source: wkrb13.com

Hexagon Capital Partners LLC Purchases 388 Shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Hexagon Capital Partners LLC raised its position in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 17.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,649 shares of the exchange traded fund’s stock after acquiring an additional 388 shares during the […]
Bradley Co City Holding Co Exchange Commission Wealth Management Hexagon Capital Partners Citigroup Inc

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Telemus Capital LLC Boosts Stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Telemus Capital LLC increased its holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 6.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 20,669 shares of the exchange traded fund’s stock after purchasing an additional 1,246 shares during […]
Charles Schwab Investment Advisory Inc Assetmark Inc Jpmorgan Chase Co Securities Exchange Commission Telemus Capital Stifel Financial Corp

DHK Financial Advisors Inc. Takes Position in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

DHK Financial Advisors Inc. bought a new stake in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) during the fourth quarter, Holdings Channel reports. The fund bought 7,228 shares of the exchange traded fund’s stock, valued at approximately $335,000. Other hedge funds and other institutional investors have also recently made changes to their […]
Geneos Wealth Management Inc Salem Investment Counselors Inc Vestor Capital Sugarloaf Wealth Management Company Profile Retirement Group

Bay Harbor Wealth Management LLC Trims Stock Holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Bay Harbor Wealth Management LLC trimmed its position in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 3.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 148,974 shares of the exchange traded fund’s stock after selling 5,931 shares […]
Geneos Wealth Management Inc Salem Investment Counselors Inc Retirement Group Bay Harbor Wealth Management Vestor Capital Securities Exchange Commission
Source: wkrb13.com

Roger Wittlin Investment Advisory LLC Raises Holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Roger Wittlin Investment Advisory LLC grew its position in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 1.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 69,128 shares of the exchange traded fund’s stock after buying an additional 850 […]
Exchange Commission Salem Investment Counselors Inc Vestor Capital Retirement Group Roger Wittlin Investment Advisory Geneos Wealth Management Inc

Accurate Wealth Management LLC Increases Stock Holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Accurate Wealth Management LLC increased its position in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 1.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 31,854 shares of the exchange traded fund’s stock after acquiring an additional 548 shares during the quarter. Accurate Wealth Management LLC’s holdings in Vanguard Mortgage-Backed Securities ETF […]
Retirement Group Vestor Capital Holdings Channel Accurate Wealth Management Company Profile Salem Investment Counselors Inc
Source: wkrb13.com

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