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Portfolio Management 31 December 2025 - 13 July 2026

Vanguard ETF Pair Packs Almost 48% Into Top Nine Stocks

Vanguard ETF Pair Packs Almost 48% Into Top Nine Stocks

If you split cash half-and-half between Vanguard Total Stock Market ETF and Vanguard Growth ETF, nearly 48% of your portfolio ends up in just nine shared stocks. Those names drove both funds lower Monday. VUG dropped about 1.2% by 12:54 p.m. EDT. VTI and Vanguard S&P 500 ETF were both down about 0.7%. Vanguard High Dividend Yield ETF edged down 0.2%.
13 July 2026
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ETFs All Pick SCHD, But 85-Basis-Point Yield Gap Changes the Story

ETFs All Pick SCHD, But 85-Basis-Point Yield Gap Changes the Story

Schwab U.S. Dividend Equity ETF landed on three separate new lists released from July 8 to Friday, the only fund to do so after a strong first half that topped the broad U.S. market. The lists may signal agreement on income, but dig deeper and it looks more like a sector shift out of mega-cap tech.
10 July 2026
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Inflation-Proof Portfolio 2026: 5 Assets Still Standing After May’s Volatility Shock

Inflation-Proof Portfolio 2026: 5 Assets Still Standing After May’s Volatility Shock

As May gets underway, U.S. investors are once again turning to inflation hedges. Oil’s rally, stoked by conflict, has ramped up price pressures and rattled expectations that the Federal Reserve would cut rates soon. Fed officials now say cuts might not be next. The top performers aren’t off the beaten path: short-dated Treasury bills, Treasury Inflation-Protected Securities, gold, silver, and a handful of real-asset plays.
2 May 2026
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AEP Stock Watch: Vanguard’s 7.5% Stake Lands As Jennison Trims Before Earnings

AEP Stock Watch: Vanguard’s 7.5% Stake Lands As Jennison Trims Before Earnings

Vanguard Capital Management has reported holding 40.8 million shares in American Electric Power, accounting for 7.51% of the utility’s outstanding common stock. The disclosure, coming by way of a Schedule 13G filing, signals passive intent rather than any activist push, according to a summary by StockTitan. As AEP prepares for its earnings update next week, the numbers highlight institutional stakes in the company.
1 May 2026
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SCHD ETF Rebalance Adds Abbott, UnitedHealth as Dividend Fund Inflows Hit 4-Year High

SCHD ETF Rebalance Adds Abbott, UnitedHealth as Dividend Fund Inflows Hit 4-Year High

Schwab U.S. Dividend Equity ETF, with $83.9 billion in assets, pushed further into health care during its annual portfolio shake-up. Abbott Laboratories and UnitedHealth Group are now among its largest holdings, as cash continues to pour into dividend-focused funds.
30 March 2026
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Why SCHD ETF Is Back in Focus After Schwab’s March Rebalance and New Dividend

Why SCHD ETF Is Back in Focus After Schwab’s March Rebalance and New Dividend

SCHD—the Schwab U.S. Dividend Equity ETF—hit its ex-dividend date Wednesday. So, anyone buying in now won’t get the March 30 payout. The $84.1 billion fund is back in focus after its yearly March holdings shakeup. Motley Fool and TipRanks, both publishing within the last two days, highlighted that this low-fee dividend ETF remains attractive for income-focused investors and those favoring less volatile sectors.
25 March 2026
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Artisan Value Fund reveals why it dumped Cigna for Elevance — and why ASML stays a top bet

Artisan Value Fund reveals why it dumped Cigna for Elevance — and why ASML stays a top bet

Artisan Partners’ Artisan Value Fund said in its third-quarter 2025 investor letter that it sold The Cigna Group and bought Elevance Health, citing rising policy risk around pharmacy benefit managers. The fund also reiterated conviction in ASML Holding, keeping the chip-equipment maker among its top positions. Insider Monkey
31 December 2025
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