Jacobs Equity LLC acquired a new position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 6,320 shares of the retailer’s stock, valued at approximately $704,000. Other hedge funds and other institutional investors have also made changes to their positions in the company. Entrust Financial […]

MidFirst Bank purchased a new position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 2,838 shares of the company’s stock, valued at approximately $542,000. Several other institutional investors have also […]

Tulsa Wealth Advisors INC purchased a new position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 2,106 shares of the company’s stock, valued at approximately $1,376,000. Several other hedge funds also recently added to […]

Nalls Sherbakoff Group LLC bought a new stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) in the 4th quarter, HoldingsChannel reports. The firm bought 12,613 shares of the company’s stock, valued at approximately $2,409,000. Vanguard Value ETF accounts for about 1.7% of Nalls Sherbakoff Group LLC’s investment portfolio, making the stock its […]

Tulsa Wealth Advisors INC acquired a new position in shares of RTX Corporation (NYSE:RTX – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,106 shares of the company’s stock, valued at approximately $753,000. A number of […]

Strategic Advisory Partners LLC purchased a new position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 6,996 shares of the company’s stock, valued at approximately $1,805,000. Vanguard Small-Cap ETF makes up approximately […]

Keenan LLC purchased a new stake in Fidelity Fundamental Small-Mid Cap ETF (BATS:FFSM – Free Report) in the fourth quarter, HoldingsChannel reports. The firm purchased 265,329 shares of the company’s stock, valued at approximately $8,143,000. Fidelity Fundamental Small-Mid Cap ETF accounts for approximately 7.1% of Keenan LLC’s investment portfolio, making the stock its 5th biggest […]

Storen Legacy Partners LLC acquired a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) during the fourth quarter, Holdings Channel reports. The fund acquired 28,123 shares of the company’s stock, valued at approximately $801,000. Other hedge funds also recently added to or reduced their stakes in the company. Investment Research Partners LLC […]

EJMK Ventures LLC purchased a new position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) during the fourth quarter, HoldingsChannel reports. The firm purchased 8,832 shares of the company’s stock, valued at approximately $519,000. Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. […]

Downshift Financial LLC bought a new stake in Schwab Long-Term U.S. Treasury ETF (NYSEARCA:SCHQ – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 20,614 shares of the company’s stock, valued at approximately $654,000. Several other institutional investors also recently bought […]

SHP Wealth Management acquired a new stake in shares of Themes Transatlantic Defense ETF (NASDAQ:NATO – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 20,017 shares of the company’s stock, valued at approximately $766,000. Other hedge funds and other […]

Nolet Wealth Management LLC acquired a new position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 964 shares of the retailer’s stock, valued at approximately $832,000. Several other institutional investors […]

SHP Wealth Management purchased a new stake in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 12,301 shares of the company’s stock, valued at approximately $905,000. Other institutional investors also […]

World Investment Advisors lifted its position in shares of Vanguard Russell 1000 Value ETF (NASDAQ:VONV – Free Report) by 29.8% in the 4th quarter, Holdings Channel reports. The fund owned 33,036 shares of the company’s stock after buying an additional 7,576 shares during the quarter. World Investment Advisors’ holdings in Vanguard Russell 1000 Value ETF […]

Downshift Financial LLC bought a new position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 399,432 shares of the company’s stock, valued at approximately $10,413,000. Schwab US Broad Market ETF comprises […]

Winthrop Partners WNY LLC bought a new stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) during the 4th quarter, HoldingsChannel reports. The firm bought 11,642 shares of the exchange traded fund’s stock, valued at approximately $1,030,000. A number of other institutional investors have also bought and sold shares of the company. IMG Wealth […]

Corient Private Wealth LLC boosted its stake in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 648.9% in the fourth quarter, HoldingsChannel reports. The firm owned 2,233,994 shares of the company’s stock after acquiring an additional 1,935,700 shares during the period. Corient Private Wealth LLC’s holdings in Vanguard Short-Term Treasury ETF were worth $131,203,000 […]

Strategic Investment Solutions Inc. IL raised its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 60.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 88,514 shares of the company’s stock after buying an additional 33,294 shares during the quarter. Vanguard Value ETF […]

Nolet Wealth Management LLC acquired a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 2,543 shares of the company’s stock, valued at approximately $853,000. […]

Targeted Financial Services LLC purchased a new position in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 9,360 shares of the company’s stock, valued at approximately $721,000. Avantis Emerging Markets Equity ETF comprises approximately […]

Winthrop Partners WNY LLC bought a new position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 28,277 shares of the exchange traded fund’s stock, valued at approximately $1,520,000. Other hedge funds also recently modified their holdings of the company. Brighton Jones LLC boosted […]

Storen Legacy Partners LLC bought a new position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 23,752 shares of the company’s stock, valued at approximately $1,894,000. Vanguard Short-Term Corporate […]

John A. Wolfe & Associates Inc. purchased a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 5,164 shares of the company’s stock, valued at approximately $1,094,000. Vanguard Small-Cap Value ETF comprises approximately 0.5% of John […]

Vericrest Private Wealth bought a new position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 21,550 shares of the company’s stock, valued at approximately $1,009,000. SPDR Portfolio Emerging Markets ETF accounts for 0.9% of Vericrest Private Wealth’s holdings, making the stock its 27th […]

Lane Brothers & Co. Inc. acquired a new position in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 8,568 shares of the company’s stock, valued at approximately $646,000. A […]

Lane Brothers & Co. Inc. acquired a new position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 114,108 shares of the company’s stock, valued at approximately $7,128,000. Vanguard FTSE Developed Markets ETF […]