Loading news...
Both ETFs offer similar ultra-low costs and nearly identical yields, making them affordable core options. VTI holds more than twice as many stocks as SPTM, but both funds are heavily tilted toward technology giants.
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale.
AE Wealth Management LLC boosted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 28.4% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,105 shares of the company's stock after purchasing an additional 9,986 shares during the
With a portfolio of solid, low-cost index funds, you might be surprised at how much wealth you can build. Vanguard ETFs are excellent low-fee products and there are many to choose from.
It's unclear what the market will do in the short term, but it's smart to begin preparing for a downturn just in case. Investing in ETFs can help mitigate risk while still generating wealth over time.
Fortis Capital Advisors LLC increased its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 46.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 26,792 shares of the company's stock after purchasing an additional 8,537 shares
Compass Wealth Management LLC purchased a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 45,790 shares of the company's stock, valued at approximately $15,027,000. Vanguard Total Stock Market ETF accounts
Belpointe Asset Management LLC grew its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 21.5% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 49,806 shares of the company's stock after buying an additional 8,811 shares during
The Vanguard Total Stock Market ETF encompasses just about all of the U.S. stock market. It offers low fees and pays a (modest) dividend.
Each one of us works hard to make money, and it is always a delight to have your money work for you.
B. Riley Wealth Advisors Inc. grew its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 15.9% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 29,311 shares of the company's stock after buying an additional 4,024 shares during the period. B. Riley Wealth Advisors
Frazier Financial Advisors LLC increased its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 16.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 39,001 shares of the company's stock after buying an additional 5,392 shares during the period.
Barrett and Company Inc. raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 5.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 91,100 shares of the company's stock after purchasing an additional 4,775 shares during the period. Vanguard
U.S. stocks continue to rise in 2026, but the composition of the rally is looking much different. Small caps are outperforming, cyclicals are beating the S&P 500, and tech has begun lagging the index.
Certior Financial Group LLC acquired a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 2,754 shares of the company's stock, valued at approximately $904,000. A number of other large investors also
Most climate-focused ETFs require investors to choose between their values and their returns. iShares Paris-Aligned Climate Optimized MSCI USA ETF (NASDAQ: PABU) takes a different approach by keeping one foot in the growth trade while screening for climate alignment. The question is whether this middle ground delivers on either promise. What PABU Actually Does PABU tracks... One Climate ETF Holds 10.2% in NVIDIA but Zero Energy Stocks - How?.
Individual stocks can be a great way to invest, but they aren't necessary to build wealth. The Vanguard Total Stock Market ETF can generate excellent returns over the long run.
Fairway Wealth LLC raised its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 14.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,996 shares of the company's stock after purchasing an additional 1,500 shares during the
First Business Financial Services Inc. reduced its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 10.5% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 807,129 shares of the company's stock after selling 94,933 shares during the quarter.
Fiducient Advisors LLC cut its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI) by 27.2% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,685 shares of the company's stock after selling 10,335 shares during the period.