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Mather Group LLC. Has $19.91 Million Holdings in Vanguard ESG US Stock ETF (BATS:ESGV)

Mather Group LLC. lifted its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 44.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 234,025 shares of the company’s stock after purchasing an additional 71,487 shares during the quarter. Mather […] ....

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Annapolis Financial Services LLC Sells 503 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Annapolis Financial Services LLC lessened its holdings in Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 27.8% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,304 shares of the company’s stock after selling 503 shares during the quarter. Annapolis Financial Services LLC’s […] ....

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Newton One Investments LLC Cuts Stock Position in Vanguard Value ETF (NYSEARCA:VTV)

Newton One Investments LLC reduced its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 6.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 22,013 shares of the company’s stock after selling 1,530 shares during the quarter. Vanguard Value ETF accounts for […] ....

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Newton One Investments LLC Purchases 9,497 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Newton One Investments LLC Purchases 9,497 Shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)
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Newton One Investments LLC Purchases 674 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Newton One Investments LLC grew its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 6.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 10,522 shares of the company’s stock after acquiring an additional 674 shares during the quarter. Vanguard Small-Cap […] ....

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