Asset Advisory Group Inc. lifted its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 35.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 15,709 shares of the company’s stock after purchasing an additional 4,110 shares during the quarter. Vanguard Value […]

MBM Wealth Consultants LLC lifted its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 7.0% during the third quarter, Holdings Channel reports. The institutional investor owned 222,347 shares of the company’s stock after buying an additional 14,639 shares during the quarter. Vanguard Mid-Cap ETF makes up approximately 3.2% of MBM Wealth Consultants LLC’s […]

Dagco Inc. purchased a new position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 829,414 shares of the company’s stock, valued at approximately $18,330,000. Schwab U.S. Aggregate Bond ETF […]

MBM Wealth Consultants LLC increased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 3.4% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 80,648 shares of the company’s stock after buying an additional 2,684 shares during the period. Vanguard Small-Cap […]

Prime Capital Investment Advisors LLC boosted its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,859,673 shares of the company’s stock after acquiring an additional 88,726 shares during […]

Hegarty Advisors LLC grew its stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 91.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,073 shares of the company’s stock after acquiring an additional 8,621 shares during the period. […]

HT Partners LLC bought a new position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 2,612 shares of the exchange traded fund’s stock, valued at approximately $692,000. Other institutional investors and hedge funds have also […]

Prime Capital Investment Advisors LLC decreased its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 3.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 639,727 shares of the company’s stock after selling 21,497 shares during the quarter. Vanguard […]

Stewardship Advisors LLC purchased a new position in Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 311,853 shares of the company’s stock, valued at approximately $13,906,000. Invesco Total Return Bond ETF accounts […]

Prime Capital Investment Advisors LLC cut its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 4.6% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 457,329 shares of the company’s stock after selling 21,970 shares during the quarter. Prime Capital […]

Prentice Wealth Management LLC increased its position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 4.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,122,609 shares of the company’s stock after purchasing an additional 50,975 shares during the quarter. Schwab U.S. […]

Prime Capital Investment Advisors LLC cut its position in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 18.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,084,596 shares of the company’s stock after selling 243,870 shares during the quarter. […]

tru Independence LLC acquired a new stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) in the 3rd quarter, HoldingsChannel reports. The fund acquired 5,325 shares of the company’s stock, valued at approximately $888,000. Several other hedge funds and other institutional investors have also made changes to their positions in the company. […]

MBM Wealth Consultants LLC grew its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 8.1% in the third quarter, according to its most recent filing with the SEC. The fund owned 1,200,012 shares of the company’s stock after acquiring an additional 89,467 shares during the quarter. Schwab Short-Term U.S. […]

Prime Capital Investment Advisors LLC bought a new position in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 703,143 shares of the company’s stock, valued at approximately $43,300,000. Other institutional […]

Genesee Capital Advisors LLC bought a new position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 58,791 shares of the company’s stock, valued at approximately $1,912,000. A number of other hedge funds and other […]

Willis Investment Counsel acquired a new stake in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,689 shares of the company’s stock, valued at approximately $645,000. Several other hedge […]

Vontobel Holding Ltd. acquired a new stake in Angel Oak Mortgage-Backed Securities ETF (NASDAQ:MBS – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 135,000 shares of the company’s stock, valued at approximately $1,103,000. Vontobel Holding Ltd. owned approximately 0.59% […]

Prentice Wealth Management LLC purchased a new stake in Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 39,644 shares of the company’s stock, valued at approximately $3,002,000. Vanguard 0-3 Month Treasury Bill ETF […]

MBM Wealth Consultants LLC increased its holdings in shares of Vanguard Short Duration Tax-Exempt Bond ETF (BATS:VSDM – Free Report) by 62.2% in the third quarter, according to its most recent filing with the SEC. The fund owned 44,744 shares of the company’s stock after acquiring an additional 17,150 shares during the period. Vanguard Short […]

Stewardship Advisors LLC purchased a new position in VanEck Fallen Angel High Yield Bond ETF (NASDAQ:ANGL – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 113,337 shares of the company’s stock, valued at approximately $3,152,000. Stewardship Advisors LLC owned 0.10% of […]

Prime Capital Investment Advisors LLC cut its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 5.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 127,149 shares of the exchange traded fund’s stock after selling 7,630 shares during the period. […]

Cornerstone National Bank & Trust Co grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 31.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 192,946 shares of the company’s stock after buying an additional 46,195 shares during […]

Milestones Private Investment Advisors LLC raised its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 28.2% during the third quarter, HoldingsChannel.com reports. The firm owned 273,063 shares of the company’s stock after buying an additional 60,067 shares during the period. Schwab US Dividend Equity ETF makes up about 7.2% of Milestones […]

Vestia Personal Wealth Advisors acquired a new stake in SPDR S&P International Small Cap ETF (NYSEARCA:GWX – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 13,999 shares of the company’s stock, valued at approximately $638,000. Vestia Personal Wealth […]

Milestones Private Investment Advisors LLC purchased a new position in Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 151,201 shares of the company’s stock, valued at approximately $2,440,000. Invesco BulletShares […]

Prime Capital Investment Advisors LLC increased its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 0.8% during the 3rd quarter, HoldingsChannel reports. The firm owned 952,857 shares of the company’s stock after buying an additional 7,373 shares during the period. Prime Capital Investment Advisors LLC’s holdings in iShares Core S&P Mid-Cap […]

Parkway Wealth Management Group LLC bought a new stake in Invesco BulletShares 2026 High Yield Corporate Bond ETF (NASDAQ:BSJQ – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 448,803 shares of the company’s stock, valued at approximately $10,244,000. Invesco […]

Invesco BulletShares 2028 High Yield Corporate Bond ETF (NASDAQ:BSJS – Get Free Report)’s stock price hit a new 52-week low during trading on Tuesday. The company traded as low as $21.36 and last traded at $21.3850, with a volume of 24,342 shares changing hands. The stock had previously closed at $21.52. Invesco BulletShares 2028 High […]