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Steward Partners Investment Solutions’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Steward Partners Investment Solutions’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.45M Buy
+24,777
New +$1.45M 0.24% 83

Other funds holding VGIT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

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

Steward Partners Investment Solutions opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2024: 24,777 shares worth $1.45M. The stake represents 0.24% of the portfolio and ranks #83 among its holdings.

664 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

  • Steward Partners Investment Solutions held 24,777 shares of Vanguard Intermediate-Term Treasury ETF worth $1.45M as of Q1 2024.
  • Vanguard Intermediate-Term Treasury ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • Vanguard Intermediate-Term Treasury ETF made up 0.24% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #83 holding.
  • 664 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

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