Segment Wealth Management LLC lessened its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.4% during the 3rd quarter, Holdings Channel reports. The fund owned 77,707 shares of the exchange traded fund’s stock after selling 1,877 shares during the quarter. Invesco QQQ comprises 2.8% of Segment Wealth Management LLC’s portfolio, making the […]

Segment Wealth Management LLC reduced its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 35.8% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 35,663 shares of the company’s stock after selling 19,856 shares during the period. Segment Wealth Management LLC’s holdings in Vanguard Dividend […]

Segment Wealth Management LLC raised its position in Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 32.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 35,104 shares of the company’s stock after purchasing an additional 8,656 shares during the […]

Lionsbridge Wealth Management LLC raised its holdings in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 70.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,380 shares of the company’s stock after acquiring an additional 5,097 shares during the quarter. Vanguard Extended […]

Financial Architects LLC cut its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 82,323 shares of the company’s stock after selling 2,717 shares during the […]

Wells Financial Advisors INC lessened its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 68.9% in the third quarter, HoldingsChannel.com reports. The fund owned 5,880 shares of the company’s stock after selling 13,000 shares during the period. Wells Financial Advisors INC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $294,000 as of […]

Laurel Wealth Planning LLC cut its position in Vanguard ESG U.S. Stock ETF (BATS:ESGV – Free Report) by 18.8% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 21,590 shares of the company’s stock after selling 5,010 shares during the period. Vanguard ESG U.S. Stock ETF makes up about 1.4% of Laurel Wealth Planning […]

LVW Advisors LLC boosted its holdings in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 9.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 428,087 shares of the company’s stock after acquiring an additional 35,657 shares during […]

Financial Architects LLC lifted its stake in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 10.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 318,195 shares of the company’s stock after buying an additional 29,640 shares during the quarter. Vanguard Total International […]

Lionsbridge Wealth Management LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 61.3% in the third quarter, HoldingsChannel.com reports. The firm owned 25,905 shares of the company’s stock after selling 41,039 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 2.6% of Lionsbridge Wealth […]

Great Diamond Partners LLC boosted its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 88,473 shares of the company’s stock after purchasing an additional 2,664 shares during the […]

Segment Wealth Management LLC boosted its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 1,097.3% in the 3rd quarter, Holdings Channel reports. The fund owned 296,311 shares of the company’s stock after purchasing an additional 271,563 shares during the period. SPDR Portfolio S&P 500 ETF makes up about 1.4% of Segment […]

Squire Investment Management Company LLC boosted its position in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 2.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 409,019 shares of the company’s stock after purchasing an additional 11,410 shares during the quarter. Dimensional […]

Squire Investment Management Company LLC acquired a new stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the third quarter, HoldingsChannel.com reports. The firm acquired 1,286 shares of the company’s stock, valued at approximately $787,000. Other large investors have also bought and sold shares of the company. Quaker Wealth Management LLC […]

Squire Investment Management Company LLC boosted its position in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 8.7% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 180,864 shares of the company’s stock after purchasing an additional 14,548 shares during the period. Vanguard Intermediate-Term Treasury ETF comprises approximately 3.5% of Squire Investment […]