Steward Financial Group’s Vanguard Total World Stock ETF VT Stock Holding History

Steward Financial Group’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$9K	Buy	+97	New	+$9.42K	﹤0.01%	423

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

Steward Financial Group's VT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Vanguard Total World Stock ETF (VT) in Q3 2023: 97 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings.

785 funds tracked by Wall St. Rank hold VT as of Q3 2023.

Steward Financial Group held 97 shares of Vanguard Total World Stock ETF worth $9K as of Q3 2023.
Vanguard Total World Stock ETF was a new Steward Financial Group position in Q3 2023.
Vanguard Total World Stock ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #423 holding.
785 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.