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Steward Partners Investment Solutions’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Steward Partners Investment Solutions’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$9.7M Buy
+53,098
New +$9.33M 1.63% 13

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Steward Partners Investment Solutions opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q1 2024: 53,098 shares worth $9.7M. The stake represents 1.63% of the portfolio and ranks #13 among its holdings.

2,043 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

  • Steward Partners Investment Solutions held 53,098 shares of Vanguard Dividend Appreciation ETF worth $9.7M as of Q1 2024.
  • Vanguard Dividend Appreciation ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • Vanguard Dividend Appreciation ETF made up 1.63% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #13 holding.
  • 2,043 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

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