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Financial Planning & Information Services Inc. Increases Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Financial Planning & Information Services Inc. increased its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 1.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 72,272 shares of the company’s stock after buying an additional 727 […] ....

United-states , Principal-financial-group-inc , Cap-value-index-fund , Financial-planning-information-services-inc , Kestra-advisory-services , Checchi-capital-advisers , Company-profile , Charles-schwab-investment-management-inc , Deutsche-bank , Exchange-commission , Financial-planning

Financial Planning & Information Services Inc. Decreases Stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Financial Planning & Information Services Inc. reduced its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 8.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 47,614 shares of the company’s stock after selling 4,311 shares during the […] ....

Mcclarren-financial-advisors-inc , Cap-value-index-fund , Wealth-advisors , Exchange-commission , Financial-planning-information-services-inc , Sch-financial-advisors-inc , Financial-planning , Information-services , Vanguard-mid-cap-value , Free-report , Mid-cap-value

Financial Planning & Information Services Inc. Has $6.91 Million Stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Financial Planning & Information Services Inc. lowered its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 8.3% 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 47,614 shares of the company’s stock after selling 4,311 shares […] ....

Envestnet-asset-management-inc , Kestra-advisory-services , Headlands-technologies , Cap-value-index-fund , Us-financial-advisors , Exchange-commission , Prudential-plc , Financial-planning-information-services-inc , Financial-planning , Information-services , Vanguard-mid-cap-value

Cabana LLC Purchases Shares of 2,678 Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Cabana LLC acquired a new stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 2,678 shares of the company’s stock, valued at approximately $388,000. Vanguard Mid-Cap Value ETF makes up approximately 1.8% of […] ....

Element-wealth , Headlands-technologies , Pacific-capital-wealth-advisors-inc , Signature-resources-capital-management , Cap-value-index-fund , Visionpoint-advisory-group , Vanguard-mid-cap-value , Free-report , Mid-cap-value , Resources-capital-management , Capital-wealth-advisors

VitalStone Financial LLC Sells 816 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

VitalStone Financial LLC decreased its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 27.1% in the fourth quarter, Holdings Channel reports. The fund owned 2,194 shares of the company’s stock after selling 816 shares during the quarter. VitalStone Financial LLC’s holdings in Vanguard Mid-Cap Value ETF were worth $318,000 at the end […] ....

Canada , Envestnet-asset-management-inc , Royal-bank , Jones-financial-companies-lllp , Assetmark-inc , Holdings-channel , National-association , Cap-value-index-fund , Vitalstone-financial , Vanguard-mid-cap-value , Free-report