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Steward Partners Investment Solutions’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Steward Partners Investment Solutions’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$3.04M Buy
+37,819
New +$3.04M 0.51% 45

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Steward Partners Investment Solutions opened a new position in Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q1 2024: 37,819 shares worth $3.04M. The stake represents 0.51% of the portfolio and ranks #45 among its holdings.

1,050 funds tracked by Wall St. Rank hold VCIT as of Q1 2024.

  • Steward Partners Investment Solutions held 37,819 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $3.04M as of Q1 2024.
  • Vanguard Intermediate-Term Corporate Bond ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.51% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #45 holding.
  • 1,050 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q1 2024.

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