Steward Partners Investment Solutions’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Steward Partners Investment Solutions’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.58M	Buy	+6,903	New	+$1.48M	0.27%	81

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Steward Partners Investment Solutions's VB Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q1 2024: 6,903 shares worth $1.58M. The stake represents 0.27% of the portfolio and ranks #81 among its holdings.

1,896 funds tracked by Wall St. Rank hold VB as of Q1 2024.

Steward Partners Investment Solutions held 6,903 shares of Vanguard Morningstar Small-Cap ETF worth $1.58M as of Q1 2024.
Vanguard Morningstar Small-Cap ETF was a new Steward Partners Investment Solutions position in Q1 2024.
Vanguard Morningstar Small-Cap ETF made up 0.27% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #81 holding.
1,896 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.