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Cannell & Co. Raises Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Cannell & Co. raised its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,391 shares of the company’s stock after purchasing an additional 154 shares during the […]

United-states
Wellington
New-zealand-general
New-zealand
Wellington-management-group
Phillips-financial-management
Sightline-wealth-advisors
Exchange-commission
Cannell-co
Index-fund-the
Exchange-traded-fund

Riverpoint Wealth Management Holdings LLC Has $16.09 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Riverpoint Wealth Management Holdings LLC increased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 36,828 shares of the company’s stock after acquiring an additional 364 shares during the period. Vanguard […]

United-states
Wellington
New-zealand-general
New-zealand
Phillips-financial-management
Exchange-commission
Sightline-wealth-advisors
Exchange-traded-fund
Index-fund-the
Riverpoint-wealth-management-holdings
Wellington-management-group

Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Acquired by Mather Group LLC.

Mather Group LLC. boosted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 41.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 13,934 shares of the company’s stock after acquiring an additional 4,053 shares during the period. Mather […]

Wellington
New-zealand-general
New-zealand
United-states
Wellington-management-group
Phillips-financial-management
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Company-profile
Mather-group
Exchange-traded-fund
Sightline-wealth-advisors

McAdam LLC Sells 2,219 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

McAdam LLC lowered its holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 0.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,529,725 shares of the company’s stock after selling 2,219 shares during the period. […]

Wealth-planning
Charles-schwab
Fermata-advisors
Sightline-wealth-advisors
Exchange-commission
Mendel-capital-management
Econ-financial-services-corp
Free-report
Wealth-advisors
Capital-management
Financial-services-corp

807 Shares in Vanguard S&P 500 ETF (NYSEARCA:VOO) Acquired by ODonnell Financial Services LLC

ODonnell Financial Services LLC acquired a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 807 shares of the company’s stock, valued at approximately $352,000. Vanguard S&P 500 ETF makes up about 0.2% of ODonnell Financial […]

United-states
Wellington
New-zealand-general
New-zealand
Exchange-traded-fund
Phillips-financial-management
Index-fund-the
Odonnell-financial-services
Sightline-wealth-advisors
Wellington-management-group
Financial-services

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