Steward Partners Investment Solutions’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$3.72M	Buy	+59,632	New	+$3.52M	0.63%	35

Other funds holding VO

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

Steward Partners Investment Solutions opened a new position in Vanguard Morningstar Mid-Cap ETF (VO) in Q1 2024: 59,632 shares worth $3.72M. The stake represents 0.63% of the portfolio and ranks #35 among its holdings.

1,865 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Steward Partners Investment Solutions held 59,632 shares of Vanguard Morningstar Mid-Cap ETF worth $3.72M as of Q1 2024.
Vanguard Morningstar Mid-Cap ETF was a new Steward Partners Investment Solutions position in Q1 2024.
Vanguard Morningstar Mid-Cap ETF made up 0.63% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #35 holding.
1,865 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2024.

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