Brandywine Oak Private Wealth LLC lifted its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 666,580 shares of the exchange traded fund’s stock after purchasing an […]
Alliance Wealth Advisors LLC UT lowered its stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 17.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 14,750 shares of the company’s stock after selling 3,148 shares during the quarter. […]
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 […]
Dohj LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 45.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 52,468 shares of the company’s stock after purchasing an additional 16,359 shares during the […]
Bfsg LLC cut its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 16,085 shares of the company’s stock after selling 275 shares during the quarter. Bfsg LLC’s holdings in Schwab […]
Spinnaker Trust decreased its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 10.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 9,546 shares of the exchange traded fund’s stock after selling 1,159 shares during the quarter. Spinnaker Trust’s […]
Kovack Advisors Inc. lifted its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 85.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,198 shares of the exchange traded fund’s stock after purchasing an additional 2,400 shares during the period. Kovack […]
Financial Perspectives Inc lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 21.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 4,532 shares of the company’s stock after acquiring an additional 812 shares during the quarter. Financial Perspectives Inc’s holdings in Schwab US Dividend Equity ETF […]
Larson Financial Group LLC grew its holdings in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 10.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 75,701 shares of the company’s stock after buying an additional […]
Brandywine Oak Private Wealth LLC cut its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 4.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 103,830 shares of the company’s stock after selling 4,875 shares during […]
Anchor Capital Advisors LLC reduced its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 11.4% in the fourth quarter, HoldingsChannel reports. The fund owned 323,954 shares of the company’s stock after selling 41,819 shares during the quarter. Anchor Capital Advisors LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $37,673,000 […]
Raab & Moskowitz Asset Management LLC increased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 10.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,334 shares of the company’s stock after purchasing an additional 308 shares during […]