Question 1

How many shares of VSGX does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 4,333 shares of VSGX (VANGUARD WORLD FD).

Question 2

What is Steward Partners Investment Advisory, LLC's VSGX position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's VSGX position is worth $356,810.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling VSGX?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their VSGX position (+0.8% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy VSGX?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in VSGX in 2020-Q2. They have held the position across 25 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4,333	+0.8%	$356,810	0.0%	$82.34	24
2026-Q1	Increased	4,298	+25.3%	$308,281	0.0%	$74.84	29
2025-Q4	Increased	3,429	+0.1%	$245,572	0.0%	$71.94	23
2025-Q3	Increased	3,425	+0.1%	$237,574	0.0%	$68.17	23
2025-Q2	Increased	3,423	+0.3%	$224,232	0.0%	$64.09	23
2025-Q1	Decreased	3,414	-32.6%	$201,378	0.0%	$57.60	0
2024-Q4	Decreased	5,069	-38.3%	$287,421	0.0%	$54.82	0
2024-Q3	Increased	8,214	+64.5%	$505,266	0.0%	$59.21	35
2024-Q2	Increased	4,994	+12.2%	$286,006	0.0%	$54.49	26
2024-Q1	Unchanged	4,450	0.0%	$255,740	0.0%	$54.15	0
2023-Q4	Increased	4,450	+944.6%	$245,991	0.0%	$51.80	37
2023-Q3	Unchanged	426	0.0%	$21,476	0.0%	$46.80	0
2023-Q2	Increased	426	+19.0%	$22,610	0.0%	$48.49	22
2023-Q1	Increased	358	+0.3%	$18,722	0.0%	$47.63	19
2022-Q4	Increased	357	+0.3%	$17,538	0.0%	$44.80	18
2022-Q3	Decreased	356	-24.9%	$15,000	0.0%	$39.44	0
2022-Q2	Increased	474	+33.1%	$23,000	0.0%	$44.39	24
2022-Q1	Unchanged	356	0.0%	$20,000	0.0%	$51.70	0
2021-Q4	Unchanged	356	0.0%	$22,000	0.0%	$55.11	0
2021-Q3	Unchanged	356	0.0%	$22,000	0.0%	$54.19	0
2021-Q2	Decreased	356	-93.7%	$23,000	0.0%	$56.52	0
2021-Q1	Increased	5,642	+1535.4%	$173.3M	0.0%	$53.24	49
2020-Q4	Unchanged	345	0.0%	$20,000	0.0%	$51.54	0
2020-Q3	Unchanged	345	0.0%	$18,000	0.0%	$44.23	0
2020-Q2	New	345	-	$17,000	0.0%	$41.20	25

VSGX25 quarters

VSGX
25 quarters