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November 5, 2023
JFS Wealth Advisors LLC raised its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 8.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 540,508 shares of the company’s stock after purchasing an additional 43,739 shares during the period. Vanguard […]
October 25, 2023
Archford Capital Strategies LLC boosted its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 6.9% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 19,890 shares of the company’s stock after purchasing an additional 1,284 shares during the period. Archford Capital Strategies LLC’s […]
October 24, 2023
Opes Wealth Management LLC lifted its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 27.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,190 shares of the company’s stock after acquiring an additional 3,075 shares […]
October 23, 2023
Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Get Free Report)’s share price hit a new 52-week low during trading on Monday . The company traded as low as $42.06 and last traded at $42.12, with a volume of 69869 shares. The stock had previously closed at $42.41. Vanguard Mortgage-Backed Securities ETF Stock Down 0.4 % The […]
October 17, 2023
Raymond James & Associates raised its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 7.5% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 202,910 shares of the company’s stock after purchasing an additional 14,106 shares during the quarter. Raymond James & Associates owned […]
October 15, 2023
First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Get Free Report) saw a significant increase in short interest during the month of September. As of September 30th, there was short interest totalling 49,800 shares, an increase of 79.1% from the September 15th total of 27,800 shares. Based on an average daily volume of 181,400 […]
October 12, 2023
Advisory Services & Investments LLC boosted its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 6.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 108,343 shares of the company’s stock after acquiring an additional 6,686 shares […]
October 11, 2023
On September 29, 2023, the U.S. Securities and Exchange Commission charged several firms with recordkeeping failures. These recordkeeping failures relate to pervasive and longstanding...
October 10, 2023
Creative Financial Designs Inc. ADV reduced its holdings in iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD – Free Report) by 15.7% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 5,093 shares of the exchange traded fund’s stock after selling 949 shares during the period. Creative Financial Designs Inc. ADV’s holdings in […]
October 10, 2023
TimeScale Financial Inc. boosted its stake in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 1.3% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 670,426 shares of the company’s stock after acquiring an additional 8,404 shares during the […]