Concord Wealth Partners Trims Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Concord Wealth Partners lowered its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,692 shares of the company’s stock after selling 285 shares during the quarter. Concord Wealth Partners’ […]
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Purchased by Lauer Wealth LLC
Lauer Wealth LLC raised its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,331 shares of the company’s stock after acquiring an additional 139 shares during the […]
Baker Tilly Wealth Management LLC Acquires 276 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Baker Tilly Wealth Management LLC lifted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 15.6% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,050 shares of the company’s stock after purchasing an additional 276 […]
Taylor & Morgan Wealth Management LLC Buys Shares of 739 Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Taylor & Morgan Wealth Management LLC purchased a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 739 shares of the company’s stock, valued at approximately $209,000. Several […]
Vanguard Value ETF (NYSEARCA:VTV) Stock Position Reduced by Bay Harbor Wealth Management LLC
Bay Harbor Wealth Management LLC decreased its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 7.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 98,130 shares of the company’s stock after selling 7,781 shares during the quarter. Vanguard […]
Modera Wealth Management LLC Has $63.41 Million Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Modera Wealth Management LLC reduced its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 0.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 315,793 shares of the company’s stock after selling 1,477 shares during the […]
Massachusetts Wealth Management Trims Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
Massachusetts Wealth Management cut its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 1.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 26,820 shares of the company’s stock after selling 455 shares during the quarter. Massachusetts Wealth […]
Dakota Wealth Management Trims Holdings in Vanguard Value ETF (NYSEARCA:VTV)
Dakota Wealth Management decreased its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 17.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 203,856 shares of the company’s stock after selling 43,159 shares during the period. Vanguard Value ETF comprises […]
last updated on 28 Oct 22:23