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LGL Partners LLC Lowers Holdings in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

LGL Partners LLC cut its holdings in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 14.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,786 shares of the company’s stock after selling 2,704 shares during the period. […]

Form 13F-HR Cornerstone Wealth Advis For: Mar 31

Form 13F-HR Cornerstone Wealth Advis For: Mar 31
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Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Shares Purchased by Wells Trecaso Financial Group LLC

Wells Trecaso Financial Group LLC boosted its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 7.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 31,442 shares of the exchange traded fund’s stock after purchasing an additional 2,255 shares during the […]

Vanguard Value ETF (NYSEARCA:VTV) Stock Holdings Lessened by Foster Victor Wealth Advisors LLC

Foster Victor Wealth Advisors LLC decreased its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 0.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 315,706 shares of the company’s stock after selling 2,744 shares during the quarter. Vanguard Value ETF makes up […]

Cornerstone Wealth Advisors Inc Has $5 97 Million Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Cornerstone Wealth Advisors Inc. lifted its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 6.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 33,177 shares of the company’s stock after acquiring an additional 1,999 shares during the […]

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