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Hopwood Nicholas Hunter Invests $32.7M Across Five ETFs — Sep 5, 2026Hopwood Nicholas Hunter disclosed new positions in five ETFs in the second quarter, including Vanguard Intermediate-Term Bond ETF (BIV), SPDR Portfolio Aggregate Bond ETF (SPAB), Vanguard Short-Term Bond ETF (BSV), Vanguard FTSE Developed Markets ETF (VEA), and Global X Defense Tech ETF (SHLD), with substantial share purchases totaling millions of dollars. The filings also show other large institutional investors actively adjusting holdings in these funds during the same period.

Rachel Meyers $32.7M is nothing to sneeze at, curious what the actual allocation split looks like between the bond funds vs VEA and SHLD.

Old Mission pours $41 million into Vanguard Value ETF — Sep 5, 2026Old Mission Investment Co LLC disclosed new stakes in Stryker, AT&T, iShares Russell 1000 Growth ETF, iShares U.S. Aerospace & Defense ETF, and Vanguard Value ETF in the second quarter, signaling a diversified expansion across healthcare, telecom, growth equities, defense, and broad-value exposure.

Nicole Hardy $41 million into a value ETF plus a growth ETF at the same time tells me they're not making a big directional bet either way.

Vanguard to Acquire Altruist in $4B Deal — Aug 26, 2026Vanguard is acquiring Altruist for about $4 billion to expand into technology-enabled advisory and custody services, signaling its biggest tech bet yet as it targets independent financial advisers. Altruist will operate as a standalone unit after closing later in 2026, with Vanguard’s investment enabling expanded adviser technology and scale.

Snoop Dogg Set to Host 2026 VMAs in Los Angeles — Sep 10, 2026Snoop Dogg will host the 2026 MTV Video Music Awards in Los Angeles on September 27, marking the first West Coast VMAs since 2017, with Nirvana set to receive the Video Vanguard Award and the show airing across CBS, MTV and Paramount+. Coverage across outlets highlights Snoop’s long history with the VMAs and confirms the West Coast return and ongoing roster announcements for performers and nominees.

Derek Foss Snoop hosting the VMAs back in LA should bring some real West Coast energy to the show after all these years.

C M Bidwell Expands ETF Holdings Across Vanguard VV, VPU, GTO, VCRB, SCHH in 2Q — Aug 22, 2026C M Bidwell & Associates Ltd. disclosed new holdings across five ETFs in Q2: 1,590 shares of Vanguard Large-Cap ETF VV (~$547k), 7,433 shares of Vanguard Utilities ETF VPU (~$433k), 33,063 shares of Invesco Total Return Bond ETF GTO (~$810k), 60,010 shares of Vanguard Core Bond ETF VCRB (~$4.41M), and 126,375 shares of Schwab U.S. REIT ETF SCHH (~$3.66M). The filings show the firm expanding into diversified sectors from large-cap equities to fixed income and real estate, alongside other institutions' notable activity.

HousingWire's 2026 Vanguard Awards spotlight AI innovation and culture leaders — Sep 1, 2026HousingWire’s 2026 Vanguard Awards honored senior leaders across mortgage technology, retail lending and real estate culture, including John Aslanian of FirstClose, Tony Giglio of CMG Financial, Theo Ellis of Friday Harbor, Lori Johnson of DocMagic and Dana Gentry of Keller Williams, for driving growth, innovation and governance. The recognitions highlighted tangible impact such as FirstClose’s rising client retention and bookings, CMG’s record funded volume growth, Friday Harbor’s AI pre-underwriting expansion and governance attestation, DocMagic’s digital-mortgage milestones, and KW’s culture initiatives.

Derek Foss Nice to see governance attestation getting recognized alongside flashy AI stuff, that unglamorous work matters just as much.

Compass Financial Invests $32.9M Across Five ETFsFinance — Sep 3, 2026Compass Financial Management LLC disclosed new positions in five ETFs in the second quarter: Vanguard Total Stock Market ETF (VTI) with 5,730 shares (~$2.18 million), Schwab U.S. Dividend Equity ETF (SCHD) with 160,913 shares (~$5.26 million), iShares Floating Rate Bond ETF (FLOT) with 116,171 shares (~$5.93 million), Vanguard Intermediate-Term Bond ETF (BIV) with 20,120 shares (~$1.54 million), and Janus Henderson AAA CLO ETF (JAAA) with 357,142 shares (~$18.04 million). The moves highlight a diversified allocation across U.S. equities, dividends, floating-rate bonds, intermediate-term bonds, and CLOs.

Talon Private Wealth More Than Doubles Mortgage-Backed ETF Stake — Sep 11, 2026Talon Private Wealth LLC expanded stakes in several Vanguard and Innovator ETFs during the second quarter, boosting its holdings in VMBS by 110.3% to 26,744 shares, in VCIT by 21.5% to 41,199 shares, and in VBK by 86.5% to 20,720 shares, while initiating a large new position in Innovator U.S. Equity Ultra Buffer ETF – June (UJUN) and trimming its holding in Innovator U.S. Equity Ultra Buffer ETF – January (UJAN). The firm’s activity reflects a shift toward larger positions in growth-oriented and buffer ETF products, with UJUN becoming its second-biggest holding and UJAN reduced to about 9.71% of its portfolio before adjustments.

Priya Raman Increasing VBK that aggressively points to a stronger bet on small-cap growth than most advisors are making lately.

Stone Loft Wealth acquires Vanguard ETF stakeBusiness — Jul 21, 2026Stone Loft Wealth Management LLC disclosed new long positions across multiple ETFs in Q1: 24,757 shares of Vanguard S&P 500 ETF (VOO) valued at about $14.8 million as its 4th-largest holding, 13,338 shares of Schwab Government Money Market ETF (SGVT) around $1.34 million, 11,381 shares of Vanguard Dividend Appreciation ETF (VIG) about $2.45 million, and 21,630 shares of Vanguard Extended Market ETF (VXF) near $4.45 million, with each stake representing a notable portion of its portfolio. The moves accompany ongoing activity by other institutional investors in these funds, highlighting broad diversification into large-cap core, government money market, and diversified equity play ETFs.

EXCLUSIVE: Is Wall Street Bankrolling Assisted Suicide? — Jun 27, 2026Vanguard's and Fidelity's charitable arms are bankrolling advocacy groups that make it easier for retirees to kill themselves.

PNC Reconfigures ETF Portfolio in Q1 13F, Cuts VOE, VEA, Raises CQQQ — Jul 22, 2026PNC Financial Services Group Inc. trimmed its position in Vanguard Mid-Cap Value ETF (VOE) by 0.5 to 1,461,159 shares, while reducing Vanguard FTSE Developed Markets ETF (VEA) holdings by 4.9 to 8,084,586 shares, and simultaneously boosted its stake in Invesco China Technology ETF (CQQQ) by 23.0% to 10,218,668 shares. It also declined its position in iShares S&P 500 Growth ETF (IVW) by 0.7% to 5,390,020 shares, and increased Vanguard Mid-Cap ETF (VO) holdings by 2.4% to 2,358,867 shares.

Three Seasons Wealth boosts gold ETF stake, cuts small-cap holdings by a third — Sep 5, 2026Three Seasons Wealth LLC expanded its ETF holdings across several funds in the second quarter, boosting positions in GLD and Vertiv while opening new stakes in IJT and Vanguard Total Bond Market ETF and increasing exposure to iShares S&P Small-Cap 600 Growth ETF, alongside trimming its iShares Russell 2000 ETF holding. The moves reflect a broadly diversified strategy across commodities, growth equities, and broad-market fixed income, with notable increases in gold and bond allocations.

Chris Dalton Diversifying into total bond market makes sense if rate cuts are finally on the horizon, locking in yields now.

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.

MATT PAPROCKI: Chicago’s Progressive Model Is Failing — Aug 20, 2024As the Democratic National Convention descends on Chicago, delegates will be wined and dined, celebrating Mayor Brandon Johnson and the city’s reputation as a vanguard of progressive ideals. But behind the glitz and…

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.

STEPHEN MOORE: Why Are Trump’s Regulators Fighting A War On Coal? — May 30, 2025In one of the most convoluted lawsuits of all time, a cabal of state attorney generals and the Federal Trade Commission are now accusing financial firms Blackrock, State Street and Vanguard of monopolistic behavior. The…

Wellington, Vanguard, Blackstone Launch Hybrid Funds for ClientsFinance — Jul 22, 2026Wellington Management, Vanguard, and Blackstone launched two hybrid funds—WVB All Markets Fund and WVB Blackstone All Privates Fund—giving advisers access to diversified portfolios that blend public and private markets, with initial availability through Bank of America Merrill and Private Bank and plans to broaden to RIAs. The funds are part of a strategic alliance formed last year to simplify multi-asset solutions and expand access to private markets for high-net-worth and mass-affluent clients, including retirement-focused opportunities.

Marin Bay Wealth Expands ETF Holdings Across Markets — Jul 22, 2026Marin Bay Wealth Advisors LLC expanded its ETF holdings in Q1 2026, buying 15,305 shares of Vanguard FTSE Emerging Markets ETF (VWO) for about $827,000, increasing its stake in iShares Core S&P 500 ETF (IVV) to 93,030 shares worth roughly $60.8 million, and purchasing 45,116 shares of Vanguard FTSE Developed Markets ETF (VEA) for about $2.89 million. The filings reflect broader institutional activity as other investors likewise adjusted positions across IVV and VEA.

Daner Increases DFCF Stake by 20,127 Shares — Jul 22, 2026Daner Wealth Management LLC increased its stakes across multiple Dimensional and Vanguard ETFs in the first quarter: Dimensional Core Fixed Income ETF (DFCF) rose 7% to 309,412 shares (about $13.06 million), Dimensional US High Profitability ETF (DUHP) grew to 62,213 shares, and Vanguard Mid-Cap ETF (VO) became the fund’s largest holding with 131,587 shares, while Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) was trimmed by 9.5% to 225,476 shares.

Compound Planning Expands ETF Stakes Trims Robinhood, VB — Jul 24, 2026Compound Planning Inc. expanded its positions across multiple ETFs, including substantial increases in SPYM, IEFA, and IWF, while trimming exposure in the Vanguard Small-Cap ETF and a small reduction in its Robinhood stake.

In Days After SCOTUS Ruling, Red States Are Forming Abortion-Ban Vanguard and More Are Likely to JoinOpinion — Jun 26, 2022Good. That’s the only word: Good. Terse, simple, and correct. In the wake of the Supreme Court’s ruling in Dobbs v. Jackson Women’s Health Organization — which overturned the invented constitutional right to an abortion…

12-Year-Old Kid Kicked Out of Class for Gadsden Flag Patch, Told It Has ‘Origins With Slavery’Opinion — Aug 29, 2023A 12-year-old boy was kicked out of his class in Colorado because he had a Gadsden flag sticker on his backpack. An official with the Vanguard School, a charter school in Colorado Springs, told the boy’s mother that he…

Colorado Student Suspended for Gadsden Flag Patch Breaks Silence, Issues Challenge to Other KidsReporting — Aug 31, 2023A 12-year-old suspended from school for wearing a Gadsden flag patch on his backpack says students need to fight for their rights or see them fade away. Jaiden Rodriguez — a seventh-grader at The Vanguard School, a…

Cambridge Associates Increases Holdings in BIZD, VIG — Jul 23, 2026Cambridge Associates MA ADV boosted its VanEck BDC Income ETF stake by 38.7% in Q1 to about 2.42 million shares, valued at roughly $31 million, and simultaneously initiated a sizable new position in Vanguard Dividend Appreciation ETF of about 208,306 shares worth around $44.8 million. It also reduced its holdings in iShares MSCI USA Min Vol Factor ETF by 50%.