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Lodestone Wealth Management LLC Raises Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Lodestone Wealth Management LLC boosted its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 21.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,001 shares of the company’s stock after buying an additional 360 shares […]

Massachusetts Wealth Management Boosts Holdings in The Coca-Cola Company (NYSE:KO)

Massachusetts Wealth Management lifted its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 1.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,081 shares of the company’s stock after buying an additional 358 shares during the period. Coca-Cola makes up […]

Nisa Investment Advisors LLC Has $66 99 Million Holdings in Oracle Co (NYSE:ORCL)

Nisa Investment Advisors LLC cut its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 7.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 635,408 shares of the enterprise software provider’s stock after selling 49,240 shares during the period. Nisa Investment Advisors LLC’s holdings […]

One Wealth Management Investment & Advisory Services LLC Invests $2 50 Million in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

One Wealth Management Investment & Advisory Services LLC bought a new stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 33,337 shares of the company’s stock, valued at approximately $2,504,000. iShares S&P 500 Growth ETF comprises about […]

Midwest Financial Group LLC Acquires Shares of 471 Vanguard S&P 500 ETF (NYSEARCA:VOO)

Midwest Financial Group LLC acquired a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 471 shares of the company’s stock, valued at approximately $206,000. Other institutional investors and hedge funds have also recently […]

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