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Steward Partners Investment Solutions’s Vanguard Consumer Staples ETF VDC Stock Holding History

Steward Partners Investment Solutions’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$688K Buy
+3,370
New +$662K 0.12% 122

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Steward Partners Investment Solutions opened a new position in Vanguard Consumer Staples ETF (VDC) in Q1 2024: 3,370 shares worth $688K. The stake represents 0.12% of the portfolio and ranks #122 among its holdings.

577 funds tracked by Wall St. Rank hold VDC as of Q1 2024.

  • Steward Partners Investment Solutions held 3,370 shares of Vanguard Consumer Staples ETF worth $688K as of Q1 2024.
  • Vanguard Consumer Staples ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • Vanguard Consumer Staples ETF made up 0.12% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #122 holding.
  • 577 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2024.

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