Real-time context
Recent institutional portfolio disclosures and position changes.
Filing Details Versant Capital Management, Inc, a registered investment adviser, increased its position in Dimensional US Vector Equity ETF (AMEX:DXUV) by 315.3% during Q2 2026,…
Read moreFiling Details Basecamp Wealth Advisors LLC, a registered investment adviser, increased its position in Vanguard Emerging Markets Stock Index Fund (AMEX:VWO) by 17.9% during Q1…
Read moreFiling Details Global Wealth Strategies & Associates, a registered investment adviser, increased its position in Schwab U.S. Small-Cap ETF (AMEX:SCHA) by 12.1% during Q2 2026,…
Read moreFiling Details CX Institutional, a registered investment adviser, initiated a new position in Invesco S&P 500 Revenue ETF (AMEX:RWL) during Q2 2026, according to its most recent…
Read moreFiling Details Versant Capital Management, Inc, a registered investment adviser, reduced its position in Vanguard Total Stock Market ETF (NYSE:VTI) during Q2 2026, according to…
Read moreFiling Details CX Institutional, a registered investment adviser, increased its position in McKesson Corporation (NYSE:MCK) by 12.1% during Q2 2026, according to its most recent…
Read moreFiling Details Ravenstone Capital Management Inc., a registered investment adviser, reduced its position in Amphenol Corporation (NYSE:APH) during Q1 2026, according to its most…
Read moreFiling Details Trust Co of the South, a registered investment adviser, increased its position in Vanguard Small Cap Growth Index Fund (AMEX:VBK) by 14.4% during Q2 2026, according…
Read moreFiling Details MTM FINANCIAL GROUP, LLC, a registered investment adviser, increased its position in JPMorgan Equity Premium Income ETF (AMEX:JEPI) by 12.4% during Q1 2026,…
Read moreFiling Details CX Institutional, a registered investment adviser, increased its position in Nucor Corporation (NYSE:NUE) by 20.9% during Q2 2026, according to its most recent 13F…
Read moreFiling Details MassMutual Private Wealth & Trust, FSB, a registered investment adviser, reduced its position in VanEck Gold Miners ETF (AMEX:GDX) during Q2 2026, according to its…
Read moreFiling Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in iShares Core 10+ Year USD Bond ETF (AMEX:ILTB) during Q2 2026, according…
Read moreFiling Details Kozak & Associates, Inc., a registered investment adviser, reduced its position in Costco Wholesale Corporation (NASDAQ:COST) during Q2 2026, according to its most…
Read moreFiling Details CX Institutional, a registered investment adviser, increased its position in The Charles Schwab Corporation (NYSE:SCHW) by 153.1% during Q2 2026, according to its…
Read moreFiling Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in Meta Platforms, Inc. (NASDAQ:META) by 198.8% during Q1 2026, according to its most…
Read moreFiling Details Redwood Investment Management, LLC, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q1 2026,…
Read moreFiling Details First County Bank /CT/, a registered investment adviser, increased its position in Vanguard Value Index Fund (AMEX:VTV) by 10.1% during Q2 2026, according to its…
Read moreFiling Details Cedar Mountain Advisors, LLC, a registered investment adviser, initiated a new position in Invesco S&P 500 Quality ETF (AMEX:SPHQ) during Q2 2026, according to its…
Read moreFiling Details CX Institutional, a registered investment adviser, increased its position in iShares Short-Term National Muni Bond ETF (AMEX:SUB) by 4425.4% during Q2 2026,…
Read moreFiling Details Hamilton Wealth, LLC, a registered investment adviser, increased its position in iShares MSCI Brazil ETF (AMEX:EWZ) by 126.9% during Q1 2026, according to its most…
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