Polianta Ltd purchased a new stake in Vanguard Energy ETF (NYSEARCA:VDE – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 55,200 shares of the company’s stock, valued at approximately $9,551,000. Vanguard Energy ETF accounts for about 1.3% of Polianta Ltd’s portfolio, making the […]

Founders Financial Securities LLC decreased its stake in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 18.2% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,399 shares of the company’s stock after selling 2,097 shares during the quarter. Founders Financial Securities […]

Founders Financial Securities LLC raised its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 20.0% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 278,522 shares of the company’s stock after buying an additional 46,387 shares during the period. Founders Financial […]

McClarren Financial Advisors Inc. lifted its position in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV – Free Report) by 303.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 34,352 shares of the company’s stock after purchasing an additional 25,837 shares during the […]

McClarren Financial Advisors Inc. lifted its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 50.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,577 shares of the company’s stock after purchasing an additional 3,860 shares during the quarter. Vanguard High […]

Founders Financial Securities LLC increased its holdings in Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 20.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 215,805 shares of the company’s stock after acquiring an additional 36,702 shares during the period. […]

McClarren Financial Advisors Inc. increased its stake in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 679.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,993 shares of the company’s stock after purchasing an additional 11,326 shares […]

Rehmann Capital Advisory Group boosted its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 87.5% during the 4th quarter, HoldingsChannel reports. The firm owned 63,158 shares of the company’s stock after purchasing an additional 29,480 shares during the period. Rehmann Capital Advisory Group’s holdings in Schwab International Equity ETF were worth $1,518,000 […]

Diversified Trust Co raised its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 19.6% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 105,183 shares of the company’s stock after purchasing an additional 17,210 shares […]

McClarren Financial Advisors Inc. lifted its stake in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 288.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 309,795 shares of the company’s stock after acquiring an additional 229,986 shares during the quarter. […]

McClarren Financial Advisors Inc. lifted its holdings in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 138.4% in the 1st quarter, HoldingsChannel reports. The fund owned 6,927 shares of the company’s stock after purchasing an additional 4,021 shares during the period. McClarren Financial Advisors Inc.’s holdings in iShares MSCI USA […]

Founders Financial Securities LLC lessened its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 30.3% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 40,930 shares of the company’s stock after selling 17,807 shares during the quarter. Founders Financial […]

Founders Financial Securities LLC increased its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 664,634 shares of the company’s stock after buying an additional 7,118 shares […]

Founders Financial Securities LLC boosted its position in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL – Free Report) by 18.0% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 73,837 shares of the company’s stock after purchasing an additional 11,246 shares during the period. Founders Financial […]

Nations Financial Group Inc. IA ADV boosted its holdings in Capital Group International Equity ETF (NYSEARCA:CGIE – Free Report) by 60.4% in the first quarter, HoldingsChannel reports. The firm owned 143,461 shares of the company’s stock after purchasing an additional 54,018 shares during the period. Nations Financial Group Inc. IA ADV’s holdings in Capital Group […]

J. Derek Lewis & Associates Inc. acquired a new stake in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 471,036 shares of the company’s stock, valued at approximately $20,947,000. Capital […]