Steward Partners Investment Solutions’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$226K	Buy	+2,209	New	+$212K	0.04%	229

Other funds holding VFH

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Steward Partners Investment Solutions opened a new position in Vanguard Financials ETF (VFH) in Q1 2024: 2,209 shares worth $226K. The stake represents 0.04% of the portfolio and ranks #229 among its holdings.

626 funds tracked by Wall St. Rank hold VFH as of Q1 2024.

Steward Partners Investment Solutions held 2,209 shares of Vanguard Financials ETF worth $226K as of Q1 2024.
Vanguard Financials ETF was a new Steward Partners Investment Solutions position in Q1 2024.
Vanguard Financials ETF made up 0.04% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #229 holding.
626 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2024.

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