Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 7.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 600,634 shares of the exchange traded fund’s […]
Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 2.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 262,901 shares of the exchange traded fund’s stock after acquiring […]
Apollon Wealth Management LLC boosted its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 41.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 493,983 shares of the company’s stock after purchasing an additional 144,542 shares during the period. Vanguard FTSE Developed Markets ETF accounts for approximately 0.8% of […]
Summit Financial LLC grew its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 14.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,618 shares of the company’s stock after purchasing an additional 859 shares during the quarter. Summit […]
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 […]
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 […]
Truist Financial Corp cut its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 2.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,320,131 shares of the company’s stock after selling 30,740 shares during the period. Truist Financial Corp owned […]
Cherry Tree Wealth Management LLC boosted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,531 shares of the company’s stock after purchasing an additional 71 shares […]
Apollon Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 200.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 601,340 shares of the company’s stock after purchasing an additional 400,877 shares during the period. iShares […]
Cherry Tree Wealth Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 26.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,582 shares of the company’s stock after purchasing an additional 6,799 shares during […]
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 […]
Apollon Wealth Management LLC lifted its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 23.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 288,154 shares of the company’s stock after purchasing an additional 53,852 shares during the quarter. Vanguard […]