RFG Holdings Inc. increased its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 8.2% during the third quarter, HoldingsChannel reports. The fund owned 53,640 shares of the company’s stock after buying an additional 4,062 shares during the quarter. Vanguard Small-Cap ETF comprises about 3.5% of RFG Holdings Inc.’s portfolio, making the […]

Stephens Consulting LLC decreased its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 28.7% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 10,616 shares of the company’s stock after selling 4,263 shares during the period. Vanguard Small-Cap ETF comprises 0.9% of Stephens Consulting LLC’s holdings, making the stock its 17th largest […]

Vestia Personal Wealth Advisors grew its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 12.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 18,279 shares of the company’s stock after acquiring an additional 2,074 shares during the period. […]

World Investment Advisors increased its stake in shares of Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 19.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 260,531 shares of the company’s stock after purchasing an additional 42,142 shares during the […]

Gemmer Asset Management LLC purchased a new position in shares of Global X Uranium ETF (NYSEARCA:URA – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 24,821 shares of the company’s stock, valued at approximately $1,183,000. A number of other […]

Independent Wealth Network Inc. bought a new stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 2,507 shares of the CRM provider’s stock, valued at approximately $594,000. Other hedge funds also recently bought and […]

HWG Holdings LP trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 66,077 shares of the company’s stock after selling 5,382 shares during the […]

Gemmer Asset Management LLC increased its position in shares of Vanguard ESG U.S. Stock ETF (BATS:ESGV – Free Report) by 5.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 163,760 shares of the company’s stock after buying an additional 7,923 shares during the period. […]

World Investment Advisors boosted its holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 8.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 321,227 shares of the company’s stock after purchasing an additional 25,661 shares during the period. iShares 0-5 Year […]

World Investment Advisors increased its position in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 6.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,421 shares of the company’s stock after purchasing […]

Cadent Capital Advisors LLC grew its position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 10.1% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 56,669 shares of the exchange traded fund’s stock after purchasing an additional 5,195 shares during the period. iShares U.S. Technology ETF accounts for 2.9% of Cadent […]

Sagace Wealth Management LLC raised its holdings in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 93.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 81,547 shares of the company’s stock after acquiring an additional 39,443 shares during the […]

Sagace Wealth Management LLC boosted its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 29.2% in the third quarter, HoldingsChannel reports. The institutional investor owned 33,359 shares of the company’s stock after acquiring an additional 7,544 shares during the quarter. iShares MSCI EAFE Value ETF makes up approximately 1.5% […]

Vestia Personal Wealth Advisors lifted its stake in Ultra-Short Fixed Income ETF (NYSEARCA:DUSB – Free Report) by 596.8% in the 3rd quarter, HoldingsChannel reports. The firm owned 75,828 shares of the company’s stock after buying an additional 64,945 shares during the quarter. Ultra-Short Fixed Income ETF accounts for 2.1% of Vestia Personal Wealth Advisors’ portfolio, […]

FLP Wealth Management LLC purchased a new stake in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The fund purchased 7,239 shares of the company’s stock, valued at approximately $708,000. Vanguard Russell 2000 ETF accounts for about 0.7% of FLP Wealth Management LLC’s investment portfolio, making the stock its […]

World Investment Advisors raised its position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 3.2% during the third quarter, Holdings Channel.com reports. The institutional investor owned 576,359 shares of the company’s stock after purchasing an additional 18,010 shares during the quarter. Vanguard Intermediate-Term Bond ETF accounts for 0.9% of World Investment Advisors’ investment […]

Sagace Wealth Management LLC lowered its position in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 69.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 44,204 shares of the company’s stock after selling 101,835 shares during the […]

Private Trust Co. NA boosted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.6% in the third quarter, HoldingsChannel.com reports. The firm owned 18,294 shares of the company’s stock after acquiring an additional 976 shares during the period. Vanguard S&P 500 ETF accounts for approximately 1.0% of Private Trust Co. NA’s […]

Milestone Asset Management LLC raised its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 105.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,440 shares of the company’s stock after buying an additional 3,818 shares […]

HRC Wealth Management LLC boosted its position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 5.7% during the third quarter, Holdings Channel reports. The fund owned 32,906 shares of the company’s stock after acquiring an additional 1,778 shares during the period. Vanguard Mid-Cap Growth ETF comprises 4.7% of HRC Wealth Management LLC’s holdings, […]

Vestia Personal Wealth Advisors raised its stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 5.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 347,881 shares of the company’s stock after acquiring an additional 16,919 shares during the quarter. Dimensional […]

Milestone Asset Management LLC purchased a new stake in Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT – Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The fund purchased 11,294 shares of the exchange traded fund’s stock, valued at approximately $877,000. Other large investors also recently made changes to their […]

Milestone Asset Management LLC boosted its stake in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 170.0% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 502,992 shares of the company’s stock after purchasing an additional 316,702 shares […]

World Investment Advisors cut its holdings in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 21.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 329,775 shares of the company’s stock after selling 89,849 shares during the quarter. World Investment […]

Pure Portfolios Holdings LLC grew its stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 9.4% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 94,042 shares of the company’s stock after purchasing an additional 8,114 shares during […]

Independent Wealth Network Inc. boosted its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 97.6% during the third quarter, Holdings Channel reports. The fund owned 5,493 shares of the company’s stock after acquiring an additional 2,713 shares during the period. Independent Wealth Network Inc.’s holdings in Invesco NASDAQ 100 ETF […]

Patriot Investment Management Group Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.8% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 197,903 shares of the company’s stock after acquiring an additional 5,421 shares during the quarter. iShares Core U.S. Aggregate Bond ETF […]

Patriot Investment Management Group Inc. boosted its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 20.4% in the 3rd quarter, HoldingsChannel reports. The firm owned 79,119 shares of the exchange traded fund’s stock after acquiring an additional 13,396 shares during the period. Patriot Investment Management Group Inc.’s holdings in iShares National […]

Praetorian Wealth Management Inc. acquired a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,143 shares of the company’s stock, valued at approximately $3,442,000. Several other large investors have […]

Sagace Wealth Management LLC raised its holdings in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 245.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 64,145 shares of the company’s stock after buying an […]

Vestia Personal Wealth Advisors lifted its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 68.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,109 shares of the company’s stock after purchasing an additional […]

Milestone Asset Management LLC raised its position in NEOS S&P 500 High Income ETF (BATS:SPYI – Free Report) by 45.5% during the third quarter, HoldingsChannel.com reports. The firm owned 35,148 shares of the company’s stock after buying an additional 10,991 shares during the quarter. Milestone Asset Management LLC’s holdings in NEOS S&P 500 High Income […]

First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Get Free Report) saw a large increase in short interest during the month of December. As of December 15th, there was short interest totaling 154,707 shares, an increase of 656.4% from the November 30th total of 20,452 shares. Approximately 0.2% of the shares of the stock […]

BondBloxx B Rated USD High Yield Corporate Bond ETF (NYSEARCA:XB – Get Free Report) saw a significant drop in short interest in December. As of December 15th, there was short interest totaling 962 shares, a drop of 90.9% from the November 30th total of 10,576 shares. Based on an average daily volume of 14,588 shares, […]

Vanguard U.S. Total Market Index ETF (TSE:VUN – Get Free Report)’s share price rose 0.1% during trading on Wednesday . The stock traded as high as C$126.62 and last traded at C$126.50. Approximately 49,549 shares were traded during mid-day trading, a decline of 20% from the average daily volume of 61,827 shares. The stock had […]

John Hancock Corporate Bond ETF (NYSEARCA:JHCB – Get Free Report) shot up 0.3% on Wednesday . The company traded as high as $21.73 and last traded at $21.73. 1,171 shares changed hands during mid-day trading, a decline of 94% from the average session volume of 18,851 shares. The stock had previously closed at $21.66. John […]

Higgins & Schmidt Wealth Strategies LLC grew its position in SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 7.0% during the 3rd quarter, Holdings Channel reports. The fund owned 305,466 shares of the company’s stock after buying an additional 19,998 shares during the quarter. SPDR Portfolio Intermediate Term Treasury ETF comprises about […]

YieldMax Target 12 Real Estate Option Income ETF (NYSEARCA:RNTY – Get Free Report) was the recipient of a large decline in short interest in December. As of December 15th, there was short interest totaling 498 shares, a decline of 88.0% from the November 30th total of 4,143 shares. Approximately 1.0% of the shares of the […]

AAM Low Duration Preferred & Income Securities ETF (NYSEARCA:PFLD – Get Free Report) saw a significant decrease in short interest in the month of December. As of December 15th, there was short interest totaling 1,244 shares, a decrease of 98.2% from the November 30th total of 68,223 shares. Approximately 0.0% of the company’s shares are […]

Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF (NYSEARCA:GSIG – Get Free Report) was the target of a large decline in short interest during the month of December. As of December 15th, there was short interest totaling 36 shares, a decline of 89.8% from the November 30th total of 354 shares. Currently, 0.0% […]