Commonwealth Equity Services LLC Lowers Stock Holdings in Vanguard Consumer Staples ETF …

The firm owned 105,572 shares of the company’s stock after selling 5,925 shares during the period. Commonwealth Equity Services LLC owned …

Vanguard Consumer Staples ETF logoCommonwealth Equity Services LLC trimmed its position in shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC) by 5.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 105,572 shares of the company’s stock after selling 5,925 shares during the period. Commonwealth Equity Services LLC owned 0.32% of Vanguard Consumer Staples ETF worth $15,330,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Capital Investment Advisory Services LLC purchased a new stake in shares of Vanguard Consumer Staples ETF during the fourth quarter worth $26,000. JNBA Financial Advisors purchased a new stake in shares of Vanguard Consumer Staples ETF in the fourth quarter worth $26,000. Tompkins Financial Corp purchased a new stake in shares of Vanguard Consumer Staples ETF in the first quarter worth $28,000. WP Advisors LLC purchased a new stake in shares of Vanguard Consumer Staples ETF in the first quarter worth $30,000. Finally, Armor Investment Advisors LLC purchased a new stake in shares of Vanguard Consumer Staples ETF in the first quarter worth $30,000.

VDC opened at $150.14 on Monday. Vanguard Consumer Staples ETF has a 52 week low of $124.93 and a 52 week high of $151.91.

About Vanguard Consumer Staples ETF

Vanguard Consumer Staples ETF (the Fund) is an exchange-traded share class of Vanguard Consumer Staples Index Fund, which seeks to track the investment performance of the MSCI US Investable Market Consumer Staples 25/50 Index, a benchmark of large-, mid-, and small-cap United States stocks in the consumer staples sector, as classified under the Global Industry Classification Standard (GICS).

See Also: What is Blockchain?

Institutional Ownership by Quarter for Vanguard Consumer Staples ETF (NYSEARCA:VDC)

Receive News & Ratings for Vanguard Consumer Staples ETF Daily – Enter your email address below to receive a concise daily summary of the latest news and analysts’ ratings for Vanguard Consumer Staples ETF and related companies with MarketBeat.com’s FREE daily email newsletter.

Related Posts:

  • No Related Posts

Biltmore Capital Advisors LLC Buys United Parcel Service Inc, Vanguard S&P 500 Growth …

… Parcel Service Inc, Vanguard S&P 500 Growth, Vanguard FTSE Developed Markets, Vanguard Intermediate-Term Corporate Bond ETF, Blackrock …

Investment company Biltmore Capital Advisors LLC buys United Parcel Service Inc, Vanguard S&P 500 Growth, Vanguard FTSE Developed Markets, Vanguard Intermediate-Term Corporate Bond ETF, Blackrock Municipal 2030 Target Term Trust, Vanguard Intermediate-Term Treasury ETF, Vanguard Mid-Cap Value, Nuveen Credit Strategies Income Fund, Schwab U.S. Mid Cap, iShares Preferred and Income Securities ETF, iShares International Aggregate Bond Fund, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, Vanguard Small-Cap Value, Devon Energy Corp, Genesis Energy LP, Sprouts Farmers Market Inc, Firsthand Technology Value Fund Inc, Exxon Mobil Corp, Johnson & Johnson, Amazon.com Inc, NGL Energy Partners LP, Energy Transfer LP, Vanguard Mortgage-Backed Securities ETF, Nuveen Preferred and Income 2022 Term, Toll Brothers Inc, Procter & Gamble Co, Vanguard Small-Cap Growth, Invesco Senior Loan, Wells Fargo, iShares CMBS Bond, Trinet Group Inc, Netflix Inc, AT&T Inc, Lululemon Athletica Inc, SPDR Nuveen Bloomberg Barclays Short Term Municipa, Starbucks Corp, Roku Inc, Alibaba Group Holding, Visa Inc, Facebook Inc, Prospect Capital Corp, Invesco QQQ Trust Series 1, PIMCO Dynamic Credit & Mortgage Income Fund, Dominion Energy Inc, Alphabet Inc, PIMCO High Income Fund, BlackRock Corporate High Yield Fund Inc, Eaton Vance Tax-Managed Buy-Write Opp, General Electric Co, Nuveen Preferred Securities Income Fund, AllianzGI Convertible & Income Fund, Liberty All Star Equity Fund, Ford Motor Co, Catalyst Pharmaceuticals Inc, BlackRock Capital Investment Corp, AllianzGI Convertible & Income Fund II, sells iShares Core S&P 500, Vanguard S&P 500, Vanguard Total Stock Market, iShares Core U.S. Aggregate Bond, Vanguard FTSE Emerging Markets, iShares Edge MSCI USA Value Factor, Vanguard Growth, Vanguard FTSE All World Ex US, Vanguard Short-Term Bond, iShares Core MSCI Total International Stock ETF, iShares Core MSCI EAFE, Vanguard Value, Vanguard Short-Term Corporate Bond ETF, iShares Edge MSCI USA Momentum Factor, Vanguard Intermediate-Term Bond, Vanguard Russell 1000 Growth ETF, iShares Edge MSCI Min Vol USA, PIMCO Enhanced Short Maturity Active Exchange-Trad, Vanguard Short-Term Treasury ETF, iShares MSCI Japan Index Fund, SPDR S&P 500, iShares iBonds Dec 2019 Term Corporate, SPDR Bloomberg Barclays 1-3 Month T-Bill during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Biltmore Capital Advisors LLC. As of 2019Q1, Biltmore Capital Advisors LLC owns 60 stocks with a total value of $269 million. These are the details of the buys and sells.

For the details of Biltmore Capital Advisors LLC’s stock buys and sells,go to https://www.gurufocus.com/guru/biltmore+capital+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of Biltmore Capital Advisors LLC

  1. United Parcel Service Inc (UPS) – 861,045 shares, 35.80% of the total portfolio. New Position
  2. Vanguard S&P 500 Growth (VOOG) – 158,393 shares, 9.11% of the total portfolio. New Position
  3. Vanguard FTSE Developed Markets (VEA) – 398,002 shares, 6.05% of the total portfolio. Shares added by 306.66%
  4. Vanguard Intermediate-Term Corporate Bond ETF (VCIT) – 129,058 shares, 4.17% of the total portfolio. New Position
  5. Blackrock Municipal 2030 Target Term Trust (BTT) – 489,149 shares, 4.05% of the total portfolio. New Position

New Purchase: United Parcel Service Inc (UPS)

Biltmore Capital Advisors LLC initiated holding in United Parcel Service Inc. The purchase prices were between $94.45 and $112.13, with an estimated average price of $105.93. The stock is now traded at around $100.75. The impact to a portfolio due to this purchase was 35.8%. The holding were 861,045 shares as of .

New Purchase: Vanguard S&P 500 Growth (VOOG)

Biltmore Capital Advisors LLC initiated holding in Vanguard S&P 500 Growth. The purchase prices were between $131.39 and $155.96, with an estimated average price of $146.75. The stock is now traded at around $156.78. The impact to a portfolio due to this purchase was 9.11%. The holding were 158,393 shares as of .

New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Biltmore Capital Advisors LLC initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $82.86 and $86.96, with an estimated average price of $84.72. The stock is now traded at around $86.78. The impact to a portfolio due to this purchase was 4.17%. The holding were 129,058 shares as of .

New Purchase: Blackrock Municipal 2030 Target Term Trust (BTT)

Biltmore Capital Advisors LLC initiated holding in Blackrock Municipal 2030 Target Term Trust. The purchase prices were between $20.51 and $22.34, with an estimated average price of $21.8. The stock is now traded at around $22.65. The impact to a portfolio due to this purchase was 4.05%. The holding were 489,149 shares as of .

New Purchase: Vanguard Intermediate-Term Treasury ETF (VGIT)

Biltmore Capital Advisors LLC initiated holding in Vanguard Intermediate-Term Treasury ETF. The purchase prices were between $63.16 and $64.6, with an estimated average price of $63.6. The stock is now traded at around $64.32. The impact to a portfolio due to this purchase was 3.28%. The holding were 136,590 shares as of .

New Purchase: Vanguard Mid-Cap Value (VOE)

Biltmore Capital Advisors LLC initiated holding in Vanguard Mid-Cap Value. The purchase prices were between $93.87 and $109.02, with an estimated average price of $104.86. The stock is now traded at around $109.14. The impact to a portfolio due to this purchase was 2.54%. The holding were 63,211 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

Biltmore Capital Advisors LLC added to a holding in Vanguard FTSE Developed Markets by 306.66%. The purchase prices were between $36.75 and $41.54, with an estimated average price of $39.92. The stock is now traded at around $40.74. The impact to a portfolio due to this purchase was 4.56%. The holding were 398,002 shares as of .

Sold Out: iShares Core S&P 500 (IVV)

Biltmore Capital Advisors LLC sold out a holding in iShares Core S&P 500. The sale prices were between $244.46 and $286.57, with an estimated average price of $272.5.

Sold Out: Vanguard S&P 500 (VOO)

Biltmore Capital Advisors LLC sold out a holding in Vanguard S&P 500. The sale prices were between $224.5 and $261.43, with an estimated average price of $249.48.

Sold Out: Vanguard FTSE Emerging Markets (VWO)

Biltmore Capital Advisors LLC sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $37.67 and $43.15, with an estimated average price of $41.12.

Sold Out: iShares Core U.S. Aggregate Bond (AGG)

Biltmore Capital Advisors LLC sold out a holding in iShares Core U.S. Aggregate Bond. The sale prices were between $105.31 and $108.56, with an estimated average price of $106.45.

Sold Out: iShares Edge MSCI USA Value Factor (VLUE)

Biltmore Capital Advisors LLC sold out a holding in iShares Edge MSCI USA Value Factor. The sale prices were between $71.93 and $82.24, with an estimated average price of $79.16.

Sold Out: Vanguard Growth (VUG)

Biltmore Capital Advisors LLC sold out a holding in Vanguard Growth. The sale prices were between $130.18 and $158.27, with an estimated average price of $147.84.

Here is the complete portfolio of Biltmore Capital Advisors LLC. Also check out:

1. Biltmore Capital Advisors LLC’s Undervalued Stocks

2. Biltmore Capital Advisors LLC’s Top Growth Companies, and

3. Biltmore Capital Advisors LLC’s High Yield stocks

4. Stocks that Biltmore Capital Advisors LLC keeps buying

Related Posts:

  • No Related Posts

Janney Montgomery Scott LLC Has $59.76 Million Stake in Vanguard Mid-Cap ETF (VO)

The Vanguard Group, Inc, through its Quantitative Equity Group, serves as the investment advisor of the Fund. Recommended Story: How Do Investors …

Vanguard Mid-Cap ETF logoJanney Montgomery Scott LLC lessened its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO) by 0.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 371,759 shares of the company’s stock after selling 2,243 shares during the period. Janney Montgomery Scott LLC owned approximately 0.24% of Vanguard Mid-Cap ETF worth $59,760,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of VO. Deutsche Bank AG purchased a new position in Vanguard Mid-Cap ETF in the fourth quarter valued at $415,119,000. Bank of America Corp DE grew its position in shares of Vanguard Mid-Cap ETF by 9.8% in the fourth quarter. Bank of America Corp DE now owns 9,489,687 shares of the company’s stock valued at $1,311,286,000 after purchasing an additional 843,715 shares during the period. JPMorgan Chase & Co. grew its position in shares of Vanguard Mid-Cap ETF by 20.7% in the third quarter. JPMorgan Chase & Co. now owns 4,499,279 shares of the company’s stock valued at $738,736,000 after purchasing an additional 771,040 shares during the period. Natixis Advisors L.P. grew its position in shares of Vanguard Mid-Cap ETF by 673.6% in the fourth quarter. Natixis Advisors L.P. now owns 840,905 shares of the company’s stock valued at $116,196,000 after purchasing an additional 732,202 shares during the period. Finally, Bessemer Group Inc. grew its position in shares of Vanguard Mid-Cap ETF by 1,223.1% in the fourth quarter. Bessemer Group Inc. now owns 343,808 shares of the company’s stock valued at $47,508,000 after purchasing an additional 317,823 shares during the period.

VO traded down $0.55 on Thursday, reaching $162.68. 9,620 shares of the company’s stock were exchanged, compared to its average volume of 551,458. Vanguard Mid-Cap ETF has a twelve month low of $129.51 and a twelve month high of $167.25.

ILLEGAL ACTIVITY WARNING: “Janney Montgomery Scott LLC Has $59.76 Million Stake in Vanguard Mid-Cap ETF (VO)” was posted by Finance Daily and is the sole property of of Finance Daily. If you are accessing this report on another website, it was illegally stolen and reposted in violation of US & international copyright and trademark laws. The legal version of this report can be accessed at https://www.fidaily.com/2019/05/09/janney-montgomery-scott-llc-sells-2243-shares-of-vanguard-mid-cap-etf-vo.html.

Vanguard Mid-Cap ETF Profile

Vanguard Mid-Cap ETF is an exchange-traded fund. Vanguard Mid-Cap Index Fund seeks to track the performance of the MSCI US Mid Cap 450 Index representing medium-size United States firms. The portfolio holds all stocks in the same capitalization weighting as the index. The Vanguard Group, Inc, through its Quantitative Equity Group, serves as the investment advisor of the Fund.

Recommended Story: How Do Investors Open a Backdoor Roth IRA?

Institutional Ownership by Quarter for Vanguard Mid-Cap ETF (NYSEARCA:VO)

Receive News & Ratings for Vanguard Mid-Cap ETF Daily – Enter your email address below to receive a concise daily summary of the latest news and analysts’ ratings for Vanguard Mid-Cap ETF and related companies with MarketBeat.com’s FREE daily email newsletter.

Related Posts:

  • No Related Posts

SG Americas Securities LLC Sells 7703 Shares of iShares Russell 1000 Growth ETF (NYSEARCA …

The institutional investor owned 96,123 shares of the exchange traded fund’s stock after selling 7,703 shares during the quarter. SG Americas …

iShares Russell 1000 Growth ETF logoSG Americas Securities LLC reduced its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 7.4% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 96,123 shares of the exchange traded fund’s stock after selling 7,703 shares during the quarter. SG Americas Securities LLC’s holdings in iShares Russell 1000 Growth ETF were worth $14,549,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IWF. Traverso Chambers Private Wealth Management LLC increased its position in iShares Russell 1000 Growth ETF by 0.7% during the 1st quarter. Traverso Chambers Private Wealth Management LLC now owns 9,547 shares of the exchange traded fund’s stock worth $1,445,000 after buying an additional 69 shares during the period. Kistler Tiffany Companies LLC boosted its stake in shares of iShares Russell 1000 Growth ETF by 0.7% during the first quarter. Kistler Tiffany Companies LLC now owns 11,045 shares of the exchange traded fund’s stock valued at $1,672,000 after purchasing an additional 72 shares in the last quarter. Cypress Wealth Services LLC boosted its stake in shares of iShares Russell 1000 Growth ETF by 0.9% during the first quarter. Cypress Wealth Services LLC now owns 7,913 shares of the exchange traded fund’s stock valued at $1,198,000 after purchasing an additional 73 shares in the last quarter. Resources Investment Advisors Inc. boosted its stake in shares of iShares Russell 1000 Growth ETF by 0.5% during the fourth quarter. Resources Investment Advisors Inc. now owns 16,051 shares of the exchange traded fund’s stock valued at $2,101,000 after purchasing an additional 76 shares in the last quarter. Finally, Hudock Capital Group LLC boosted its stake in shares of iShares Russell 1000 Growth ETF by 32.8% during the first quarter. Hudock Capital Group LLC now owns 320 shares of the exchange traded fund’s stock valued at $48,000 after purchasing an additional 79 shares in the last quarter.

Shares of IWF stock traded down $2.13 during mid-day trading on Thursday, reaching $152.77. 424,921 shares of the stock traded hands, compared to its average volume of 1,863,975. iShares Russell 1000 Growth ETF has a 1-year low of $121.71 and a 1-year high of $158.96.

ILLEGAL ACTIVITY NOTICE: “SG Americas Securities LLC Sells 7,703 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)” was first published by Finance Daily and is the sole property of of Finance Daily. If you are accessing this piece of content on another site, it was copied illegally and reposted in violation of US and international copyright and trademark law. The original version of this piece of content can be viewed at https://www.fidaily.com/2019/05/09/sg-americas-securities-llc-has-14-55-million-position-in-ishares-russell-1000-growth-etf-iwf.html.

iShares Russell 1000 Growth ETF Company Profile

iShares Russell 1000 Growth ETF (the Fund), formerly iShares Russell 1000 Growth Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment returns that correspond generally to the price and yield performance of the Russell 1000 Growth Index (the Index). The Index measures the performance of equity securities of Russell 1000 index issuers with relatively higher price-to-book ratios and higher forecasted growth.

Featured Article: 12b-1 Fees

Institutional Ownership by Quarter for iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Receive News & Ratings for iShares Russell 1000 Growth ETF Daily – Enter your email address below to receive a concise daily summary of the latest news and analysts’ ratings for iShares Russell 1000 Growth ETF and related companies with MarketBeat.com’s FREE daily email newsletter.

Related Posts:

  • No Related Posts

Vanguard Real Estate ETF (NYSEARCA:VNQ) Shares Sold by Hudock Capital Group LLC

The Vanguard Group, Inc provides investment advisory services to the Fund. Further Reading: How much can an individual set aside as a catch-up …

Vanguard Real Estate ETF logoHudock Capital Group LLC decreased its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 4.2% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 89,006 shares of the exchange traded fund’s stock after selling 3,884 shares during the quarter. Vanguard Real Estate ETF accounts for approximately 2.8% of Hudock Capital Group LLC’s holdings, making the stock its 10th largest position. Hudock Capital Group LLC’s holdings in Vanguard Real Estate ETF were worth $7,735,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the company. Investors Research Corp purchased a new stake in shares of Vanguard Real Estate ETF during the first quarter valued at $28,000. Massey Quick Simon & CO. LLC acquired a new position in shares of Vanguard Real Estate ETF during the 1st quarter valued at about $37,000. Prime Capital Investment Advisors LLC increased its holdings in shares of Vanguard Real Estate ETF by 55.3% during the 1st quarter. Prime Capital Investment Advisors LLC now owns 458 shares of the exchange traded fund’s stock valued at $40,000 after acquiring an additional 163 shares during the last quarter. New Potomac Partners LLC increased its holdings in shares of Vanguard Real Estate ETF by 320.0% during the 4th quarter. New Potomac Partners LLC now owns 462 shares of the exchange traded fund’s stock valued at $34,000 after acquiring an additional 352 shares during the last quarter. Finally, Athena Capital Advisors LLC acquired a new position in shares of Vanguard Real Estate ETF during the 4th quarter valued at about $35,000.

Shares of NYSEARCA VNQ opened at $85.72 on Thursday. Vanguard Real Estate ETF has a 52 week low of $71.08 and a 52 week high of $88.14.

COPYRIGHT VIOLATION NOTICE: “Vanguard Real Estate ETF (NYSEARCA:VNQ) Shares Sold by Hudock Capital Group LLC” was originally published by Finance Daily and is owned by of Finance Daily. If you are accessing this piece of content on another publication, it was stolen and reposted in violation of US & international trademark and copyright laws. The original version of this piece of content can be viewed at https://www.fidaily.com/2019/05/09/vanguard-real-estate-etf-vnq-shares-sold-by-hudock-capital-group-llc.html.

About Vanguard Real Estate ETF

Vanguard REIT ETF (the Fund) is an open-end investment company. The Fund invests in stocks issued by real estate investment trusts (REITs), companies that purchase office buildings, hotels, and other real property. It tracks the return of the MSCI US RIT Index, a gauge of real estate stocks. The Vanguard Group, Inc provides investment advisory services to the Fund.

Further Reading: How much can an individual set aside as a catch-up contribution?

Institutional Ownership by Quarter for Vanguard Real Estate ETF (NYSEARCA:VNQ)

Receive News & Ratings for Vanguard Real Estate ETF Daily – Enter your email address below to receive a concise daily summary of the latest news and analysts’ ratings for Vanguard Real Estate ETF and related companies with MarketBeat.com’s FREE daily email newsletter.

Related Posts:

  • No Related Posts