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Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) is Marion Wealth Management's 10th Largest Position

Marion Wealth Management grew its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 1.4% during the 2nd quarter, HoldingsChannel reports. The fund owned 31,066 shares of the company’s stock after purchasing an additional 428 shares during the quarter. Vanguard Small-Cap Growth ETF comprises 2.5% of Marion Wealth Management’s holdings, making the stock […]
United States Baldwin Brothers Wealth Management Cap Growth Index Fund Smith Moore Marion Wealth Management

Cornerstone Advisory LLC Has $1.17 Million Stock Position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Cornerstone Advisory LLC lessened its holdings in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 1.9% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 5,096 shares of the company’s stock after selling 100 shares during the quarter. Cornerstone Advisory LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $1,171,000 at […]
United States Smith Moore Baldwin Brothers Cornerstone Advisory Wealth Management Ancora Advisors

Marino Stram & Associates LLC Acquires Shares of 1,111 Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Marino Stram & Associates LLC acquired a new stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 1,111 shares of the company’s stock, valued at approximately $255,000. Other institutional investors […]
United States Wealth Management Smith Moore Securities Exchange Commission Baldwin Brothers Cap Growth Index Fund
Source: wkrb13.com

Hanson & Doremus Investment Management Has $464,000 Position in iShares Global Clean Energy ETF (NASDAQ:ICLN)

Hanson & Doremus Investment Management grew its position in iShares Global Clean Energy ETF (NASDAQ:ICLN – Free Report) by 3.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 25,234 shares of the company’s stock after purchasing an additional 751 shares during the period. Hanson […]
Advisors Network Sp Global Clean Energy Index Emerald Advisors Great Diamond Partners Global Clean Energy Fifth Third Bancorp

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Wooster Corthell Wealth Management Inc. Has $5.69 Million Holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Wooster Corthell Wealth Management Inc. raised its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 3.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 55,244 shares of the exchange traded fund’s stock after acquiring an […]
United States Whittier Trust Co Trustcore Financial Services Smith Moore Exchange Commission Firstpurpose Wealth
Source: wkrb13.com

Dubuque Bank & Trust Co. Reduces Holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Dubuque Bank & Trust Co. decreased its holdings in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 2.3% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 39,712 shares of the company’s stock after selling 940 shares during the period. Vanguard Small-Cap Growth ETF makes […]
United States Dubuque Bank Trust Co Smith Moore Ancora Advisors Baldwin Brothers Cap Growth Index Fund

My Legacy Advisors LLC Raises Stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

My Legacy Advisors LLC boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 8.4% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,422 shares of the exchange traded fund’s stock after buying an additional 341 shares […]
United States Whittier Trust Co Firstpurpose Wealth My Legacy Advisors Company Profile Trustcore Financial Services

Forte Asset Management LLC Sells 11,085 Shares of Alerian MLP ETF (NYSEARCA:AMLP)

Forte Asset Management LLC lessened its holdings in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 12.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 77,379 shares of the exchange traded fund’s stock after selling 11,085 shares during […]
United States Seacrest Wealth Management Pinnacle Bancorp Inc Master Limited Partnership Forte Asset Management Smith Moore

Westside Investment Management Inc. Has $1.02 Million Stock Holdings in Alerian MLP ETF (NYSEARCA:AMLP)

Westside Investment Management Inc. cut its position in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 23.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 25,902 shares of the exchange traded fund’s stock after selling 7,802 shares during the period. Westside […]
United States Exchange Commission Westside Investment Management Inc Flaharty Asset Management Barrett Company Inc Smith Moore

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