Weatherly Asset Management L. P. cut its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,350 shares of the exchange traded fund’s stock after selling 149 shares during the period. Weatherly Asset […]
Carnegie Capital Asset Management LLC boosted its position in Vanguard Mid-Cap Index Fund ETF Shares (NYSEARCA:VO – Free Report) by 8.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 49,622 shares of the company’s stock after purchasing an additional 3,698 shares during the […]
NewSquare Capital LLC grew its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 7.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 322,753 shares of the company’s stock after buying an additional 23,520 shares during the quarter. Vanguard Total Stock Market ETF makes up 7.1% of […]
Zhang Financial LLC raised its stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,852 shares of the exchange traded fund’s stock after purchasing an additional 66 shares during […]
MCF Advisors LLC grew its position in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 23,628 shares of the company’s stock after purchasing an additional 716 shares during the quarter. […]
MCF Advisors LLC increased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 9.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,553 shares of the company’s stock after acquiring an additional 395 shares during […]
Roth Financial Partners LLC lifted its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 2,547.7% in the fourth quarter, HoldingsChannel reports. The firm owned 216,844 shares of the company’s stock after buying an additional 208,654 shares during the quarter. Vanguard Tax-Exempt Bond ETF makes up approximately 5.7% of Roth Financial Partners LLC’s […]
Zhang Financial LLC lifted its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 4.7% in the 4th quarter, HoldingsChannel.com reports. The fund owned 45,931 shares of the company’s stock after acquiring an additional 2,046 shares during the quarter. Vanguard Mid-Cap ETF comprises approximately 0.9% of Zhang Financial LLC’s portfolio, making the stock its […]
MCF Advisors LLC decreased its position in SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) by 18.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 16,516 shares of the company’s stock after selling 3,670 shares during the quarter. MCF Advisors LLC’s holdings in SPDR Bloomberg 3-12 Month T-Bill ETF were worth […]
Abbrea Capital LLC purchased a new stake in Cintas Co. (NASDAQ:CTAS – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 371 shares of the business services provider’s stock, valued at approximately $224,000. Other institutional investors have also recently added to […]
Syon Capital LLC trimmed its stake in shares of Vanguard Materials ETF (NYSEARCA:VAW – Free Report) by 1.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,669 shares of the company’s stock after selling 129 shares during the quarter. Syon Capital […]
Syon Capital LLC increased its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 23.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,129 shares of the home improvement retailer’s stock after purchasing an additional […]