Steward Partners Investment Solutions’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$800K	Buy	+3,275	New	+$744K	0.13%	113

Other funds holding VIS

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

PCH

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Steward Partners Investment Solutions opened a new position in Vanguard Industrials ETF (VIS) in Q1 2024: 3,275 shares worth $800K. The stake represents 0.13% of the portfolio and ranks #113 among its holdings.

453 funds tracked by Wall St. Rank hold VIS as of Q1 2024.

Steward Partners Investment Solutions held 3,275 shares of Vanguard Industrials ETF worth $800K as of Q1 2024.
Vanguard Industrials ETF was a new Steward Partners Investment Solutions position in Q1 2024.
Vanguard Industrials ETF made up 0.13% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #113 holding.
453 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2024.

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