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Discipline Wealth Solutions LLC purchased a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 3,684 shares of the company’s stock, valued at approximately $903,000. Vanguard Total Stock Market ETF comprises approximately 0.9% of Discipline Wealth Solutions LLC’s holdings, making the […]

CBIZ Investment Advisory Services LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 28,290 shares of the company’s stock after acquiring an additional 3,528 shares during the period. […]

Thoroughbred Financial Services LLC lifted its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 22.0% during the 4th quarter, Holdings Channel reports. The firm owned 34,014 shares of the company’s stock after acquiring an additional 6,137 shares during the period. Thoroughbred Financial Services LLC’s holdings in Mondelez International were worth $2,463,000 at the […]

Gladstone Institutional Advisory LLC grew its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 5.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 79,714 shares of the company’s stock after buying an additional 4,051 shares […]

Sachetta LLC purchased a new position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,851 shares of the wireless technology company’s stock, valued at approximately $846,000. A number of other institutional investors also […]