Vanguard Total Stock Market ETF $VTI Shares Bought by Magnolia Wealth Management LLC
Magnolia Wealth Management LLC increased its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.5% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 181,284 shares of the ETF’s stock after purchasing an additional 2,664 shares during the quarter. Vanguard Total Stock Market ETF comprises 35.1% of Magnolia Wealth Management LLC’s […]
Noble Wealth Partners LLC Buys Shares of 31,356 Vanguard FTSE Developed Markets ETF $VEA
Noble Wealth Partners LLC bought a new stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) in the 2nd quarter, Holdings Channel reports. The institutional investor bought 31,356 shares of the company’s stock, valued at approximately $2,234,000. Vanguard FTSE Developed Markets ETF makes up approximately 1.9% of Noble Wealth Partners LLC’s investment portfolio, […]
iShares Core U.S. Aggregate Bond ETF $AGG is Passaic Partners LLC’s 10th Largest Position
Passaic Partners LLC lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 44.3% in the second quarter, Holdings Channel.com reports. The firm owned 193,201 shares of the company’s stock after selling 153,532 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.4% of Passaic Partners LLC’s […]
OceanIQ Capital LLC Takes Position in iShares Core S&P 500 ETF $IVV
OceanIQ Capital LLC acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 8,416 shares of the ETF’s stock, valued at approximately $6,516,000. iShares Core S&P 500 ETF accounts for […]
Guardian Wealth Management Inc. Increases Position in Vanguard Short-Term Corporate Bond ETF $VCSH
Guardian Wealth Management Inc. raised its holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 18.4% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 65,551 shares of the company’s stock after acquiring an additional 10,178 shares during the quarter. Vanguard Short-Term Corporate Bond ETF comprises approximately 2.5% of Guardian Wealth […]
Invesco BulletShares 2029 Corporate Bond ETF $BSCT Stock Position Raised by Kintra Wealth LLC
Kintra Wealth LLC increased its holdings in shares of Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ:BSCT – Free Report) by 31.3% during the 2nd quarter, Holdings Channel.com reports. The fund owned 266,234 shares of the company’s stock after buying an additional 63,492 shares during the period. Kintra Wealth LLC’s holdings in Invesco BulletShares 2029 Corporate […]
Morling Financial Advisors LLC Has $31 Million Stake in Vanguard Short-Term Treasury ETF $VGSH
Morling Financial Advisors LLC raised its holdings in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 3.7% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 532,671 shares of the company’s stock after buying an additional 18,847 shares during the period. Vanguard Short-Term Treasury […]
Beaird Harris Wealth Management LLC Has $6.99 Million Stock Position in Vanguard Core-Plus Bond ETF $VPLS
Beaird Harris Wealth Management LLC grew its holdings in Vanguard Core-Plus Bond ETF (NASDAQ:VPLS – Free Report) by 66.5% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 90,080 shares of the company’s stock after acquiring an additional 35,988 shares during the quarter. […]
Beacon Hill Wealth Management LTD. Buys New Holdings in Dimensional Emerging Markets Core Equity 2 ETF $DFEM
Beacon Hill Wealth Management LTD. purchased a new position in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) during the 2nd quarter, HoldingsChannel reports. The institutional investor purchased 192,156 shares of the company’s stock, valued at approximately $7,809,000. Dimensional Emerging Markets Core Equity 2 ETF makes up 5.4% of Beacon Hill Wealth […]
Northeast Planning Associates INC. NH Makes New $2.03 Million Investment in Vanguard Total Bond Market ETF $BND
Northeast Planning Associates INC. NH purchased a new stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 29,763 shares of the company’s stock, valued at approximately $2,031,000. Vanguard Total […]
Noble Wealth Partners LLC Takes Position in iShares U.S. Treasury Bond ETF $GOVT
Noble Wealth Partners LLC purchased a new stake in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 29,945 shares of the company’s stock, valued at approximately $682,000. […]
Wedmont Private Capital Has $111.57 Million Stock Position in Vanguard Total Corporate Bond ETF $VTC
Wedmont Private Capital raised its position in Vanguard Total Corporate Bond ETF (NASDAQ:VTC – Free Report) by 8.4% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 1,469,754 shares of the company’s stock after purchasing an additional 113,469 shares during the period. Vanguard Total Corporate Bond ETF makes up 3.0% of Wedmont Private Capital’s […]
last updated on 7 Sep 10:05