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Elevate Wealth Advisory Inc. Invests $9.82 Million in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Elevate Wealth Advisory Inc. acquired a new stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 127,458 shares of the company’s stock, valued at approximately $9,817,000. Vanguard Short-Term Bond ETF makes up about […]

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Management-ltd
Hb-wealth-management
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Vanguard-short-term-bond
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Short-term-bond

Adero Partners LLC Has $1.55 Million Stock Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Adero Partners LLC trimmed its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 5.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 20,078 shares of the company’s stock after selling 1,100 shares during the period. […]

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Howe-rusling-inc
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York-life-investment-management
Vanguard-short-term-bond

Gridiron Partners LLC Purchases New Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Gridiron Partners LLC Purchases New Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
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Archvest-wealth-advisors-inc
Americana-partners
Clearstead-advisors
Financial-counselors-inc
Gridiron-partners
Jackson-thornton-asset-management
Vanguard-short-term-bond
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Thornton-asset-management
Short-term-bond

Focus Financial Network Inc. ADV Invests $3.03 Million in Vanguard Value ETF (NYSEARCA:VTV)

Focus Financial Network Inc. ADV acquired a new position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 20,247 shares of the company’s stock, valued at approximately $3,027,000. Several other institutional investors have also […]

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Wealthplan-investment-management
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Southstate-corp
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Vanguard-value-index-fund
Investors-inc
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Vanguard-value

DSM Capital Partners LLC Buys New Position in iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

DSM Capital Partners LLC bought a new stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 7,940 shares of the company’s stock, valued at approximately $798,000. […]

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York-mellon-corp
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Flputnam-investment-management-co
Addison-advisors
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