Wealthspire and J.W. Cole reduce investments in Vanguard ETFs, adjusting strategies.

Wealthspire Advisors LLC has reduced its investments in the Vanguard Mid-Cap Value ETF (VOE) and Vanguard Large-Cap ETF (VV). Additionally, J.W. Cole Advisors Inc. has decreased its stock holdings in the Vanguard Small-Cap ETF (VB). These adjustments reflect changing investment strategies among these advisory firms.

September 14, 2024
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