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September 12, 2023
Grayhawk Investment Strategies Inc. boosted its holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 8.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,000 shares of the exchange traded fund’s stock after buying an additional 1,323 […]
September 12, 2023
Falcon Wealth Planning cut its position in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 2.3% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 47,840 shares of the company’s stock after selling 1,139 shares during the quarter. Schwab International […]
September 8, 2023
Veritable L.P. lowered its holdings in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 2.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 87,597 shares of the exchange traded fund’s stock after selling 1,881 shares during […]
September 6, 2023
WMS Partners LLC trimmed its stake in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 5.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,121 shares of the company’s stock after selling 726 shares during the period. WMS Partners LLC’s holdings […]
August 15, 2023
Marble Harbor Investment Counsel LLC boosted its position in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO – Free Report) by 65.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,010 shares of the company’s stock after acquiring an additional 7,155 shares during the quarter. […]
August 14, 2023
1834 Investment Advisors Co. increased its position in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 862.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 261,729 shares of the exchange traded fund’s stock after buying an additional 234,544 shares during the quarter. Vanguard […]
August 10, 2023
Seven Springs Wealth Group LLC decreased its holdings in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 3.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 136,867 shares of the company’s stock after selling 4,825 […]
August 9, 2023
Capital Performance Advisors LLP raised its holdings in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 7.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,690 shares of the company’s stock after buying an additional 625 shares during the quarter. Capital […]
August 9, 2023
Truist Financial Corp boosted its stake in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 7.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 577,322 shares of the exchange traded fund’s stock after purchasing […]
August 8, 2023
Phillips Financial Management LLC raised its position in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 2.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 67,225 shares of the exchange traded fund’s stock after purchasing an additional 1,348 shares […]