Greenup Street Wealth Management LLC raised its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 7.5% in the third quarter, HoldingsChannel.com reports. The firm owned 94,676 shares of the company’s stock after buying an additional 6,591 shares during the period. Vanguard Value ETF comprises about 3.4% of Greenup Street Wealth Management […]

Cornerstone Wealth Management LLC boosted its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 6.8% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 42,263 shares of the exchange traded fund’s stock after buying an additional 2,686 shares during the period. […]

Cornerstone Wealth Management LLC increased its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,468 shares of the company’s stock after purchasing an additional 53 […]

Perigon Wealth Management LLC decreased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 25.7% in the 3rd quarter, Holdings Channel reports. The firm owned 111,109 shares of the company’s stock after selling 38,448 shares during the quarter. Vanguard S&P 500 ETF comprises about 1.5% of Perigon Wealth Management LLC’s […]

Perigon Wealth Management LLC lifted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 24.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 58,897 shares of the company’s stock after buying an additional 11,518 shares during the period. […]

Rockwood Wealth Management LLC lifted its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 19.3% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,786 shares of the company’s stock after buying an additional 451 shares during the period. Rockwood Wealth Management […]

Rockwood Wealth Management LLC grew its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 13.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,187 shares of the company’s stock after purchasing an additional 2,167 shares during the period. […]

Rockwood Wealth Management LLC lifted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 5.3% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 5,497 shares of the company’s stock after acquiring an additional 276 shares during the period. Rockwood Wealth Management LLC’s holdings in Vanguard Small-Cap ETF were worth […]

Cornerstone Wealth Management LLC increased its stake in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 15.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 71,037 shares of the company’s stock after purchasing an additional 9,387 shares during the quarter. […]

Cornerstone Wealth Management LLC increased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,413 shares of the company’s stock after buying an additional 110 shares during the period. Cornerstone Wealth Management LLC’s […]

SeaCrest Wealth Management LLC boosted its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 43.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,751 shares of the company’s stock after buying an additional […]

Capstone Wealth Management Group LLC bought a new position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,024 shares of the company’s stock, valued at approximately $213,000. […]

Capital Advisors Wealth Management LLC boosted its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 154,295 shares of the company’s stock after buying an additional 695 shares […]

Capstone Wealth Management Group LLC cut its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 88,145 shares of the company’s stock after selling 232 shares […]

SeaCrest Wealth Management LLC grew its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,575 shares of the company’s stock after purchasing an additional 582 […]