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Prudent Man Advisors LLC bought a new position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 6,236 shares of the oil and gas company’s stock, valued at approximately $623,000. Several other hedge funds and other institutional […] ....
Adero Partners LLC increased its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 0.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,923 shares of the exchange traded fund’s stock after acquiring an additional […] ....
Burkett Financial Services LLC bought a new position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 2,389 shares of the company’s stock, valued at approximately $743,000. Vanguard Growth ETF accounts for about 0.4% […] ....
Chesapeake Wealth Management boosted its stake in Walmart Inc. (NYSE:WMT – Free Report) by 2.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 8,483 shares of the retailer’s stock after acquiring an additional 204 shares during the quarter. Chesapeake Wealth Management’s holdings in Walmart were worth $1,337,000 as of its most recent […] ....
Roundview Capital LLC reduced its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 11,692 shares of the company’s stock after selling 601 shares during the period. […] ....