Steward Partners Investment Solutions’s Vanguard Morningstar Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.93M	Buy	+11,863	New	+$1.83M	0.33%	67

Other funds holding VTV

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Steward Partners Investment Solutions opened a new position in Vanguard Morningstar Value ETF (VTV) in Q1 2024: 11,863 shares worth $1.93M. The stake represents 0.33% of the portfolio and ranks #67 among its holdings.

2,062 funds tracked by Wall St. Rank hold VTV as of Q1 2024.

Steward Partners Investment Solutions held 11,863 shares of Vanguard Morningstar Value ETF worth $1.93M as of Q1 2024.
Vanguard Morningstar Value ETF was a new Steward Partners Investment Solutions position in Q1 2024.
Vanguard Morningstar Value ETF made up 0.33% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #67 holding.
2,062 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2024.

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