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Steward Partners Investment Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Steward Partners Investment Solutions’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$25.8M Buy
53,631
+5,459
+11% +$2.5M 4.34% 3
2023
Q4 		$21M Buy
+48,172
New +$19.7M 8.78% 1

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Steward Partners Investment Solutions increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2024, buying an estimated $2.5M and bringing the position to 53,631 shares worth $25.8M. The position accounts for 4.34% of the portfolio, ranked #3.

Steward Partners Investment Solutions first reported a position in VOO in Q4 2023 and has held it in 2 quarters since. 2,747 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Steward Partners Investment Solutions held 53,631 shares of Vanguard S&P 500 ETF worth $25.8M as of Q1 2024.
  • Steward Partners Investment Solutions bought 5,459 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $2.5M.
  • Vanguard S&P 500 ETF made up 4.34% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #3 holding.
  • Steward Partners Investment Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 2 quarters since.
  • 2,747 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

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