Citigroup Inc. raised its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 832,914 shares of the company’s stock after acquiring an additional 1,316 shares during the quarter. Citigroup […]

Root Financial Partners LLC lowered its stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 9.9% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 592,957 shares of the company’s stock after selling 65,253 shares during the quarter. Dimensional International Value ETF accounts for about 2.5% of Root Financial Partners LLC’s […]

Sofi Wealth LLC lifted its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 5.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 658,127 shares of the exchange traded fund’s stock after purchasing an additional 36,942 […]

Johnson Financial Group LLC trimmed its holdings in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 34.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,178 shares of the company’s stock after selling 11,409 shares […]

Sofi Wealth LLC raised its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,536,797 shares of the company’s stock after acquiring an additional 18,794 shares during the quarter. […]

FSA Wealth Management LLC decreased its position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 149,047 shares of the exchange traded fund’s stock after selling 667 shares during the period. […]

Pinnacle Financial Group LLC IL lowered its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,388 shares of the company’s stock after selling 183 shares during […]

Thoroughbred Financial Services LLC lowered its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 56.4% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,674 shares of the exchange traded fund’s stock after selling 2,167 shares during the quarter. Thoroughbred […]

Western Wealth Management LLC purchased a new stake in shares of Motley Fool 100 Index ETF (BATS:TMFC – Free Report) during the 2nd quarter, Holdings Channel reports. The fund purchased 18,639 shares of the company’s stock, valued at approximately $1,202,000. A number of other institutional investors have also bought and sold shares of the company. […]

Mosaic Family Wealth Partners LLC boosted its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 3.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 30,612 shares of the company’s stock after buying an additional 1,031 shares during the […]

Root Financial Partners LLC decreased its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 26.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 29,832 shares of the company’s stock after selling 10,463 shares during the period. Root Financial […]

Western Wealth Management LLC lifted its position in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 6.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 28,043 shares of the company’s stock after acquiring an additional 1,763 shares during the quarter. […]

Mosaic Family Wealth Partners LLC cut its holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 0.3% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 120,455 shares of the company’s stock after selling 323 shares during the […]

Financial Gravity Companies Inc. bought a new position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) in the second quarter, HoldingsChannel reports. The fund bought 1,627 shares of the company’s stock, valued at approximately $103,000. Several other large investors have also recently bought and sold shares of the business. Brighton Jones […]

Pinnacle Financial Group LLC IL increased its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 12.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 29,508 shares of the company’s stock after acquiring an additional 3,260 shares during […]