IJR News — today's news from every side21% of Americans Financially Prepared, Survey Finds — Aug 30, 2026Across multiple pieces, Americans are juggling inflation, stagnant wages, and a cooling job market, with only about 21% feeling financially prepared for the future despite paying down debt and building savings. Even as most people report day-to-day financial control, many lack a cushion for surprises (a $1,000 emergency gap is common), underscoring the value of small, consistent steps like building emergency funds and reassessing deductibles to strengthen resilience.
Concurrent Investment Advisors boosts Vanguard ETF stake to $107 million amid wider rebalancing — Sep 4, 2026Concurrent Investment Advisors LLC boosted its holdings across several ETFs in the second quarter, notably increasing positions in VTI, VIG, VWO and CGUS with reported values of about $107.4 million, $55.6 million, $65.2 million and $18.6 million respectively, while trimming its stake in IVE by about 3.6%. The moves reflect broadening exposure to large-cap U.S. equities, dividend-focused strategies, emerging markets, and core equity exposure, amid ongoing portfolio adjustments by other institutional investors.
Priya Raman Nice to see dividend focus still getting love with that VIG increase, steady income never really goes out of style.
Wealthspire Retirement LLC Expands ETF Holdings in EM Treasuries S&P 500 — Jul 23, 2026Wealthspire Retirement LLC expanded positions across several ETFs in Q1 2026, boosting stakes in Vanguard FTSE Emerging Markets ETF, FT Vest SDVD, iShares SHY, iShares IVV, and SPDR SPSB. The largest allocation remains iShares Core S&P 500 ETF (IVV) at about $302.6 million, with notable increases in SHY, SPSB, VWO, and SDVD ranging from roughly $14 million to $26.8 million committed.
Stephens Greth Expands ETF Stakes Across VGK, EWJ — Jul 22, 2026Stephens Greth Foundation continued expanding its ETF exposure, boosting its stake in Vanguard FTSE Europe ETF (VGK) to 581,343 shares—about a 376% increase—and signaling VGK as a top holding, while also increasing its position in iShares MSCI Japan ETF (EWJ) to 287,652 shares, a roughly 378% rise. The foundation’s activity spans VGK, EWJ, and Vanguard FTSE Emerging Markets ETF (VWO), reflecting a broader pattern of aggressive additions alongside other large investors across these funds.
Madison Asset Management Boosts JIRE Stake, Trims OthersFinance — Jul 21, 2026Madison Asset Management LLC reshuffled several ETF positions in Q1, notably boosting its stake in JPMorgan International Research Enhanced Equity ETF by about 8% to 335,261 shares, while trimming holdings in iShares MSCI Emerging Markets Asia ETF, Madison Short Term Strategic Income ETF, and Madison Dividend Value ETF by roughly 6.3%, 11%, and 7.8% respectively. The moves were part of broader fund activity noted among multiple investors, including new positions and other percentage changes across the listed funds.
