Northwest Wealth Management »

Vanguard FTSE All Wld Ex USSml Cap shares owned by Northwest Wealth Management

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Northwest Wealth Management from 13F filings

Historical chart of Northwest Wealth Management investment in Vanguard FTSE All Wld Ex USSml Cap

Tip: Access up to 7 years of quarterly data

All positions including Vanguard FTSE All Wld Ex USSml Cap held by Northwest Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $460k 4.0k 115.03
2023-09-30 $481k 4.5k 106.20
2023-06-30 $507k 4.6k 110.47
2023-03-31 $503k 4.6k 109.25
2022-12-31 $505k 4.9k 102.82
2022-09-30 $656k 7.1k 92.80
2022-06-30 $737k 7.1k 103.16
2022-03-31 $1.1M 8.6k 123.92
2021-12-31 $1.1M 8.3k 133.92
2021-09-30 $1.2M 8.8k 133.69
2021-06-30 $1.2M 8.9k 136.42
2021-03-31 $1.2M 9.4k 128.38
2020-12-31 $1.2M 9.8k 121.86
2020-09-30 $1.1M 10k 105.29
2020-06-30 $1.2M 12k 96.60
2020-03-31 $1.1M 14k 78.26
2019-12-31 $2.6M 23k 111.12
2019-09-30 $2.6M 26k 101.94
2019-06-30 $3.1M 30k 105.25
2019-03-31 $3.1M 30k 104.12
2018-12-31 $3.3M 35k 94.67
2018-09-30 $2.5M 22k 112.16
2018-06-30 $2.7M 24k 115.41
2018-03-31 $2.7M 23k 119.26
2017-12-31 $2.8M 24k 119.23
2017-09-30 $2.7M 24k 114.92
2017-06-30 $3.0M 28k 108.11
2017-03-31 $2.7M 27k 102.66
2016-12-31 $2.4M 26k 94.04

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Northwest Wealth Management

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
Jane Street
Natixis Asset Management Advisors
Charles Schwab Investment Advisory
Bessemer
Commonwealth Equity Services
Us Bancorp
Assetmark
UBS Group
Waddell & Associates
Symmetry Partner
Pnc Financial Services
HPM Partners
Stifel Financial
Bank Of Montreal

View all funds holding Vanguard FTSE All Wld Ex USSml Cap