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Fiduciary Group LLC Has $32.86 Million Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Fiduciary Group LLC Has $32.86 Million Stake in Vanguard S&P 500 ETF (NYSEARCA:VOO)
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United-states , Exchange-traded-fund , Blume-capital-management-inc , Index-fund-the , Financial-services , Element-wealth , Life-planning-partners-inc , Fiduciary-group , Free-report , Planning-partners-inc , Blume-capital-management

Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Bought by Principle Wealth Partners LLC

Principle Wealth Partners LLC raised its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,209 shares of the company’s stock after purchasing an additional 79 shares during […]

United-states , Element-wealth , Exchange-commission , Financial-services , Exchange-traded-fund , Life-planning-partners-inc , Blume-capital-management-inc , Index-fund-the , Principle-wealth-partners , Free-report , Wealth-partners

Red Wave Investments LLC Reduces Stock Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Red Wave Investments LLC lessened its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 2.4% in the 4th quarter, HoldingsChannel reports. The firm owned 74,579 shares of the exchange traded fund’s stock after selling 1,809 shares during the quarter. Vanguard FTSE Emerging Markets ETF makes up approximately 1.2% of […]

China , Exchange-commission , Company-profile , Highmark-wealth-management , Red-wave-investments , Element-wealth , Oakworth-capital-inc , Free-report , Wave-investments , Valley-asset-management-partners , Mark-wealth-management

PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD) Stake Boosted by Bridgewealth Advisory Group LLC

PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD) Stake Boosted by Bridgewealth Advisory Group LLC
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Bridgewealth-advisory-group , Hightower-advisors , Multisector-bond-active-exchange , Altus-wealth-group , Pimco , Element-wealth , Bay-colony-advisory-group-inc , Exchange-commission , Parkside-financial-bank , Sector-bond-active , Free-report

PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD) Stake Increased by Bridgewealth Advisory Group LLC

PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD) Stake Increased by Bridgewealth Advisory Group LLC
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Parkside-financial-bank , Company-profile , Exchange-commission , Pimco , Altus-wealth-group , Element-wealth , Bay-colony-advisory-group-inc , Multisector-bond-active-exchange , Hightower-advisors , Bridgewealth-advisory-group , Sector-bond-active

Mitchell Mcleod Pugh & Williams Inc. Grows Stock Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Mitchell Mcleod Pugh & Williams Inc. Grows Stock Holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)
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Visionpoint-advisory-group , Mitchell-mcleod-pugh-williams-inc , Headlands-technologies , Cap-value-index-fund , Company-profile , Exchange-commission , Keener-financial-planning , Element-wealth , Stuart-chaussee-associates-inc , Mitchell-mcleod-pugh , Vanguard-mid-cap-value

Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE) is McAdam LLC's 10th Largest Position

Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE) is McAdam LLC's 10th Largest Position
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Wealth-advisors , Clearstead-advisors , Element-wealth , Schwab-emerging-markets-equity , Free-report , Emerging-markets-equity , Emerging-index ,

Anchor Capital Advisors LLC Lowers Stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Anchor Capital Advisors LLC Lowers Stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)
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Element-wealth , Fortune-financial-advisors , Asset-management , Company-profile , Valmark-advisers-inc , Barclays , Argent-advisors-inc , Year-treasury-bond-fund , Capital-advisors , Anchor-capital-advisors , Treasury-bond

Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Shares Acquired by McAdam LLC

Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Shares Acquired by McAdam LLC
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Holdings-channel , Stuart-chaussee-associates-inc , Visionpoint-advisory-group , Keener-financial-planning , Cap-value-index-fund , Element-wealth , Headlands-technologies , Vanguard-mid-cap-value , Free-report , Mid-cap-value , Point-advisory-group

Heritage Financial Services LLC Purchases 2,749 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Heritage Financial Services LLC grew its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 289.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,700 shares of the company’s stock after purchasing an additional 2,749 shares during the quarter. Vanguard S&P […]

United-states , Financial-services , Index-fund-the , Element-wealth , Blume-capital-management-inc , Heritage-financial-services , Exchange-traded-fund , Life-planning-partners-inc , Company-profile , Free-report , Planning-partners-inc