Steward Partners Investment Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$3.63M	Buy	+55,432	New	+$3.51M	0.61%	38

Other funds holding VGT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Steward Partners Investment Solutions opened a new position in Vanguard Information Technology ETF (VGT) in Q1 2024: 55,432 shares worth $3.63M. The stake represents 0.61% of the portfolio and ranks #38 among its holdings.

1,460 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

Steward Partners Investment Solutions held 55,432 shares of Vanguard Information Technology ETF worth $3.63M as of Q1 2024.
Vanguard Information Technology ETF was a new Steward Partners Investment Solutions position in Q1 2024.
Vanguard Information Technology ETF made up 0.61% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #38 holding.
1,460 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

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