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Addison Advisors LLC Increases Holdings in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU)

Addison Advisors LLC raised its stake in Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 271.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 50,823 shares of the company’s stock after buying an additional 37,150 shares during […]

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Householder Group Estate & Retirement Specialist LLC Has $99,000 Stake in abrdn Physical Gold Shares ETF (NYSEARCA:SGOL)

Householder Group Estate & Retirement Specialist LLC boosted its stake in abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) by 108.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,054 shares of the company’s stock after purchasing an additional 2,630 shares […]

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Schechter Investment Advisors LLC Has $4.12 Million Holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)

Schechter Investment Advisors LLC Has $4.12 Million Holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)
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Heartwood Wealth Advisors LLC Trims Holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Heartwood Wealth Advisors LLC Trims Holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)
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Vanguard Value ETF (NYSEARCA:VTV) Shares Sold by Keystone Wealth Services LLC

Keystone Wealth Services LLC reduced its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 15.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 8,662 shares of the company’s stock after selling 1,582 shares during the quarter. Keystone Wealth Services LLC’s holdings in Vanguard Value ETF were worth $1,295,000 at the end of […]

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7,439 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Acquired by Twin Peaks Wealth Advisors LLC

7,439 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Acquired by Twin Peaks Wealth Advisors LLC
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Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) Stock Position Cut by Patriot Investment Management Group Inc.

Patriot Investment Management Group Inc. lessened its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 26.1% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,909 shares of the company’s stock after selling 1,730 shares during the period. Patriot Investment […]

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Patriot Investment Management Group Inc. Lowers Stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Patriot Investment Management Group Inc. lowered its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 26.1% in the fourth quarter, Holdings Channel reports. The institutional investor owned 4,909 shares of the company’s stock after selling 1,730 shares during the period. Patriot Investment Management Group Inc.’s holdings in Schwab Short-Term […]

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Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Shares Sold by Rede Wealth LLC

Rede Wealth LLC reduced its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 43.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 59,238 shares of the company’s stock after selling 44,609 shares during the period. Vanguard […]

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LaFleur & Godfrey LLC Boosts Stock Holdings in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

LaFleur & Godfrey LLC grew its stake in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 460.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,613 shares of the company’s stock after acquiring an additional 16,113 […]

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