Real-time context
Recent institutional portfolio disclosures and position changes.
MATHER GROUP, LLC., a registered investment adviser, initiated a new position in Vanguard Small Cap Growth Index Fund (AMEX:VBK) during Q3 2026, according to its most recent 13F…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in Vanguard Short-Term Corporate Bond Index Fund (NASDAQ:VCSH) during Q3 2026, according to its most…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in iShares TIPS Bond ETF (AMEX:TIP) during Q3 2026, according to its most recent 13F filing with the…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in Schwab U.S. Large-Cap Value ETF (AMEX:SCHV) during Q3 2026, according to its most recent 13F…
Read moreOrgel Wealth Management, LLC, a registered investment adviser, increased its position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 27.0% during Q3 2026, according to its…
Read moreElemental Capital Partners LLC, a registered investment adviser, initiated a new position in Bloom Energy Corporation (NYSE:BE) during Q3 2026, according to its most recent 13F…
Read moreSloy Dahl & Holst, LLC, a registered investment adviser, initiated a new position in Tesla, Inc. (NASDAQ:TSLA) during Q3 2026, according to its most recent 13F filing with the…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in Schwab U.S. Large-Cap Growth ETF (AMEX:SCHG) during Q3 2026, according to its most recent 13F…
Read moreMATHER GROUP, LLC., a registered investment adviser, initiated a new position in SPDR Portfolio Intermediate Term Treasury ETF (AMEX:SPTI) during Q3 2026, according to its most…
Read moreMATHER 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 more
