Real-time context
Recent institutional portfolio disclosures and position changes.
MATHER GROUP, LLC., a registered investment adviser, initiated a new position in Vanguard Mortgage-Backed Securities Index Fund (NASDAQ:VMBS) during Q3 2026, according to its most…
Read moreOrgel Wealth Management, LLC, a registered investment adviser, reduced its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL) during Q3 2026, according to its most recent…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in Dimensional Emerging Core Equity Market ETF (AMEX:DFAE) during Q3 2026, according to its most…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in Vanguard Pacific Stock Index Fund (AMEX:VPL) during Q3 2026, according to its most recent 13F…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in Vanguard FTSE Europe ETF (AMEX:VGK) during Q3 2026, according to its most recent 13F filing with…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in Vanguard Value Index Fund (AMEX:VTV) during Q3 2026, according to its most recent 13F filing with…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in Vanguard Growth Index Fund (AMEX:VUG) during Q3 2026, according to its most recent 13F filing with…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Schwab U.S. Dividend Equity ETF (AMEX:SCHD) during Q3 2026, according to…
Read moreWASATCH ADVISORS LP, a registered investment adviser, reduced its position in MercadoLibre, Inc. (NASDAQ:MELI) during Q3 2026, according to its most recent 13F filing with the…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in SPDR Portfolio S&P 500 Value ETF (AMEX:SPYV) during Q3 2026, according to…
Read moreUNICOM Systems, Inc., a registered investment adviser, increased its position in Tesla, Inc. (NASDAQ:TSLA) by 13.8% during Q3 2026, according to its most recent 13F filing with…
Read moreMONTRUSCO BOLTON INVESTMENTS INC., a registered investment adviser, reduced its position in Valero Energy Corporation (NYSE:VLO) during Q3 2026, according to its most recent 13F…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Vanguard Total Intl Stock Idx Fund (NASDAQ:VXUS) during Q3 2026, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Vanguard Developed Markets Index Fund (AMEX:VEA) during Q3 2026, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) during Q3 2026, according…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in The TJX Companies, Inc. (NYSE:TJX) during Q3 2026, according to its most…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in Teradyne, Inc. (NASDAQ:TER) during Q3 2026, according to its most recent…
Read moreWEALTH ENHANCEMENT ADVISORY SERVICES, LLC, a registered investment adviser, initiated a new position in JPMorgan Ultra-Short Income ETF (AMEX:JPST) during Q3 2026, according to…
Read morePEAVINE CAPITAL, LLC, a registered investment adviser, initiated a new position in SPDR S&P 500 ETF Trust (AMEX:SPY) during Q3 2026, according to its most recent 13F filing with…
Read moreSTEEL GROVE CAPITAL ADVISORS, LLC, a registered investment adviser, initiated a new position in Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) during Q3 2026, according to its most…
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