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New England Private Wealth Advisors LLC Lowers Stake in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI)

New England Private Wealth Advisors LLC lowered its stake in shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 108,661 shares of the company’s stock after selling 3,958 shares during […]

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Atria Wealth Solutions Inc. Sells 2,055 Shares of iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV)

Atria Wealth Solutions Inc. Sells 2,055 Shares of iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV)
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1,481 Shares in Rockwell Automation, Inc. (NYSE:ROK) Acquired by Cedar Point Capital Partners LLC

Cedar Point Capital Partners LLC bought a new stake in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 1,481 shares of the industrial products company’s stock, valued at approximately $460,000. Other institutional investors […]

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Truist Financial Corp Sells 30,740 Shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Truist Financial Corp cut its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 2.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,320,131 shares of the company’s stock after selling 30,740 shares during the period. Truist Financial Corp owned […]

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Schwarz Dygos Wheeler Investment Advisors LLC Cuts Stock Position in Dimensional International Value ETF (NYSEARCA:DFIV)

Schwarz Dygos Wheeler Investment Advisors LLC lessened its position in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 4.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 7,021 shares of the company’s stock after selling 365 shares during the quarter. Schwarz Dygos Wheeler […]

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Folger Nolan Fleming Douglas Capital Management Inc. Reduces Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Folger Nolan Fleming Douglas Capital Management Inc. lowered its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 3.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 27,264 shares of the company’s stock after selling 829 shares during the period. Folger Nolan Fleming […]

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6,519 Shares in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) Bought by Penobscot Wealth Management

6,519 Shares in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) Bought by Penobscot Wealth Management
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Stevens Capital Management LP Makes New $773,000 Investment in Rockwell Automation, Inc. (NYSE:ROK)

Stevens Capital Management LP bought a new stake in Rockwell Automation, Inc. (NYSE:ROK – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 2,489 shares of the industrial products company’s stock, valued at approximately $773,000. Other institutional investors have also modified […]

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PDS Planning Inc Buys Shares of 3,488 Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

PDS Planning Inc bought a new stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 3,488 shares of the company’s stock, valued at approximately $208,000. A number of […]

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Monument Group Wealth Advisors LLC Purchases Shares of 5,292 Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Monument Group Wealth Advisors LLC acquired a new position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 5,292 shares of the company’s stock, valued at approximately $408,000. Vanguard Short-Term Bond ETF accounts for approximately […]

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