IJR News — today's news from every sideC 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. 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.
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.
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.
Clal Insurance Shrinks KBWB Stake, Expands ETF Bets — Jul 22, 2026Clal Insurance Enterprises Holdings Ltd cut its stake in Invesco KBW Bank ETF by 37.2% in Q1, reducing to about 2.25% of the fund. It also added positions in EWY (10,000 shares), KRE (1,280,000 shares) and TAN (1,780,400 shares), and boosted its VOO holding by 2.0%, making Vanguard S&P 500 ETF the portfolio's largest position.
CacheTech Expands Stake in SPMB, VV, FSLR, EWY — Jul 22, 2026CacheTech Inc. continued to adjust its portfolio by boosting holdings in SPMB and Vanguard Large-Cap ETF, buying more shares of both, while taking a new stake in First Solar and trimming its position in iShares MSCI South Korea ETF, signaling ongoing diversification. The moves come alongside other institutional activity in related funds, reflecting a broad pattern of rebalancing across large-cap, fixed-income, and international exposures.
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.
Lido Advisors trims holdings across funds, Morgan Stanley — Jul 23, 2026Lido Advisors LLC trimmed multiple holdings in Q1, including selling 47,324 Morgan Stanley shares and 116,899 iShares MSCI ACWI ETF shares, as well as reducing Vanguard Russell 2000 ETF by 44,696 shares, State Street SPDR Portfolio S&P 500 ETF by 274,937 shares, and iShares Russell Mid-Cap Growth ETF by 11,055 shares. The firm’s remaining positions across these funds remained sizable, reflecting broad adjustments among its diversified stock and ETF holdings. 
