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Steward Partners Investment Solutions’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Steward Partners Investment Solutions’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.58M Buy
9,928
+2,216
+29% +$548K 0.43% 56
2023
Q4 		$1.83M Buy
+7,712
New +$1.7M 0.76% 34

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Steward Partners Investment Solutions increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 29% in Q1 2024, buying an estimated $548K and bringing the position to 9,928 shares worth $2.58M. The position accounts for 0.43% of the portfolio, ranked #56.

Steward Partners Investment Solutions first reported a position in VTI in Q4 2023 and has held it in 2 quarters since. 2,734 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

  • Steward Partners Investment Solutions held 9,928 shares of Vanguard Morningstar Total Stock Market ETF worth $2.58M as of Q1 2024.
  • Steward Partners Investment Solutions bought 2,216 Vanguard Morningstar Total Stock Market ETF shares in Q1 2024, an estimated $548K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.43% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #56 holding.
  • Steward Partners Investment Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 2 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2024.

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