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June 3, 2024
American Investment Services Inc. cut its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 21.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 75,950 shares of the company’s stock after selling 20,725 shares during the period. American Investment Services Inc.’s holdings in Vanguard […]
May 29, 2024
Quaker Wealth Management LLC lessened its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 0.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 417,689 shares of the company’s stock after selling 2,686 shares during the period. Vanguard Tax-Exempt Bond ETF makes […]
March 29, 2024
AMI Investment Management Inc. increased its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 4.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 144,563 shares of the company’s stock after buying an additional 6,600 shares during […]
March 28, 2024
Procyon Advisors LLC raised its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 498.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 78,654 shares of the company’s stock after buying an additional 65,522 shares during the quarter. Procyon […]
February 28, 2024
Morningstar Investment Services LLC lifted its stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 14.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 548,187 shares of the company’s stock after purchasing an additional […]
February 27, 2024
Regimen Wealth LLC lifted its position in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 0.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 101,944 shares of the company’s stock after buying an additional 915 shares during the […]
February 27, 2024
Regimen Wealth LLC purchased a new position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 8,616 shares of the company’s stock, valued at approximately $590,000. A number of other institutional […]
February 27, 2024
Regimen Wealth LLC raised its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 189,613 shares of the exchange traded fund’s stock after buying […]
February 27, 2024
Regimen Wealth LLC decreased its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 53.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,729 shares of the company’s stock after selling 6,569 shares during the quarter. Regimen Wealth […]
February 27, 2024
Regimen Wealth LLC increased its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 0.7% in the 3rd quarter, Holdings Channel.com reports. The firm owned 37,707 shares of the company’s stock after acquiring an additional 268 shares during the quarter. Vanguard Tax-Exempt Bond ETF comprises approximately 0.7% of Regimen Wealth LLC’s […]