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Taylor Financial Group Inc. Makes New Investment in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Taylor Financial Group Inc. acquired a new position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 872 shares of the company’s stock, valued at approximately $381,000. Other hedge funds have also recently bought […]

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Exchange-commission
Asset-management-group-inc
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Life-planning-partners-inc
Taylor-financial-group-inc
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Woodard-co
Mark-sheptoff-financial-planning
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Clarity-asset-management-inc

Sunpointe LLC Invests $2.44 Million in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Sunpointe LLC bought a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 5,596 shares of the company’s stock, valued at approximately $2,444,000. Vanguard S&P 500 ETF makes up 3.1% of Sunpointe […]

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Index-fund-the
Financial-services-group-inc
Vanguard-personalized-indexing-management
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Exchange-traded-fund
Fund-management-co
Johnson-investment-counsel-inc
Deutsche-bank
Free-report
Personalized-indexing-management

First County Bank CT Decreases Position in iShares MSCI EAFE ETF (NYSEARCA:EFA)

First County Bank CT lowered its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,063 shares of the exchange traded fund’s stock after selling 176 shares […]

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Wealth-advisors
Shulman-demeo-asset-management
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County-bank
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Financial Planning & Information Services Inc. Has $804,000 Stock Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Financial Planning & Information Services Inc. cut its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 8.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,675 shares of the exchange traded fund’s stock after selling 983 shares during the […]

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Northern-trust-corp
Causeway-capital-management
Td-asset-management-inc
Sg-americas-securities
Financial-planning-information-services-inc
Securities-exchange-commission
Financial-planning
Information-services
Free-report
Trust-corp

Madison Wealth Partners Inc Buys 290 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Madison Wealth Partners Inc grew its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 19.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,748 shares of the company’s stock after purchasing an additional 290 shares during the period. Madison Wealth Partners Inc’s […]

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Vanguard-personalized-indexing-management
Index-fund-the
Financial-services-group-inc
Exchange-traded-fund
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Madison-wealth-partners-inc
Deutsche-bank
Johnson-investment-counsel-inc
Free-report
Wealth-partners-inc

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