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Breakwater Capital Group Has $221,000 Position in VanEck High Yield Muni ETF (BATS:HYD)

Breakwater Capital Group Has $221,000 Position in VanEck High Yield Muni ETF (BATS:HYD)
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Advisor-group , Millington-financial-advisors , Breakwater-capital-group , Securities-exchange-commission , Sageview-advisory-group , Orcam-financial-group , Newsquare-capital , Vaneck-high-yield-muni , Free-report , Capital-group , Square-capital

Private Advisor Group LLC Raises Holdings in Vanguard Total World Stock ETF (NYSEARCA:VT)

Private Advisor Group LLC increased its position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 2.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 118,475 shares of the exchange traded fund’s stock after buying an additional 3,393 shares during the […]

United-states , Vanguard-total-world-stock-index-fund , Compass-ion-advisors , Orcam-financial-group , Family-investments-inc , Advisor-group , Empirical-financial-services , Private-advisor-group , Vanguard-total-world-stock , Free-report , Financial-services

Meridian Wealth Partners LLC Buys Shares of 6,648 Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

Meridian Wealth Partners LLC bought a new stake in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 6,648 shares of the company’s stock, valued at approximately $383,000. A number of […]

Orcam-financial-group , Meridian-wealth-partners , Investment-office , Girard-partners , Wealth-advisors , Empirical-financial-services , Securities-exchange-commission , Vanguard-short-term-treasury-index , Free-report , Financial-services , Empirical-wealth-management

Schwab International Equity ETF (NYSEARCA:SCHF) Stock Position Raised by Orcam Financial Group

Schwab International Equity ETF (NYSEARCA:SCHF) Stock Position Raised by Orcam Financial Group
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Horan-capital-advisors , Schwab-international-equity , Eversource-wealth-advisors , News-ratings-for-schwab-international-equity , Janney-montgomery-scott , Schwab-strategic-trust-the , Quarter-for-schwab-international-equity , Securities-exchange-commission , Hexagon-capital-partners , Company-profile , Manchester-financial-inc

Orcam Financial Group Has $922,000 Stock Holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)

Orcam Financial Group cut its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 5.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 12,270 shares of the company’s stock after selling 674 shares during the period. Vanguard Short-Term […]

Impact-partnership-wealth , Stonebridge-capital-advisors , Exchange-commission , Company-profile , First-financial-corp , Roffman-miller-associates-inc , Orcam-financial-group , Vanguard-short-term-corporate-bond , Free-report , Short-term-corporate-bond , Financial-group

Orcam Financial Group Has $1.62 Million Holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Orcam Financial Group Has $1.62 Million Holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
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Vanguard-developed-markets-index-fund , Mercer-global-advisors-inc , Modera-wealth-management , National-association , Orcam-financial-group , Ci-private-wealth , Moneta-group-investment-advisors , Free-report , Financial-group , Group-investment-advisors , Global-advisors

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Purchased by Orcam Financial Group

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Purchased by Orcam Financial Group
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National-association , Modera-wealth-management , Mercer-global-advisors-inc , Moneta-group-investment-advisors , Orcam-financial-group , Vanguard-developed-markets-index-fund , Ci-private-wealth , Exchange-commission , Free-report , Financial-group , Group-investment-advisors

Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Compass Ion Advisors LLC's Largest Position

Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Compass Ion Advisors LLC's Largest Position
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New-york , United-states , American , Nasdaq , Investment-office , Your-advocates-ltd , Securities-exchange-commission , Compass-ion-advisors , Company-profile , Vanguard-total-stock-market-index-fund , Orcam-financial-group

Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Asset Management Resources LLC's 7th Largest Position

Vanguard Total Stock Market ETF (NYSEARCA:VTI) is Asset Management Resources LLC's 7th Largest Position
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New-york , United-states , American , Empirical-financial-services , Asset-management-resources , Compass-ion-advisors , Securities-exchange-commission , Financial-planning , Vanguard-total-stock-market-index-fund , Orcam-financial-group , Nasdaq

Invesco QQQ (NASDAQ:QQQ) Stake Reduced by Orcam Financial Group

Orcam Financial Group lessened its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 17.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 810 shares of the exchange traded fund’s stock after selling 171 shares during the period. Invesco […]

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