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Vanguard FTSE All Wld Ex USSml Cap shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in Vanguard FTSE All Wld Ex USSml Cap

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All positions including Vanguard FTSE All Wld Ex USSml Cap held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.2M 21k 106.20
2023-06-30 $2.3M 21k 110.48
2023-03-31 $2.3M 21k 109.24
2022-12-31 $2.1M 20k 102.81
2022-09-30 $1.8M 20k 92.83
2022-06-30 $2.0M 19k 103.19
2022-03-31 $2.3M 18k 123.91
2021-12-31 $2.5M 18k 133.95
2021-09-30 $2.3M 17k 133.70
2021-06-30 $2.2M 16k 136.44
2021-03-31 $1.8M 14k 128.36
2020-12-31 $1.9M 16k 121.86
2020-09-30 $1.5M 14k 105.27
2020-06-30 $1.5M 15k 96.62
2020-03-31 $920k 12k 78.22
2019-12-31 $1.5M 14k 111.13
2019-09-30 $1.4M 13k 101.93
2019-06-30 $1.4M 14k 105.24
2019-03-31 $1.4M 13k 104.11
2018-12-31 $1.1M 12k 94.66
2018-09-30 $1.3M 12k 112.17
2018-06-30 $951k 8.2k 115.47
2018-03-31 $1.3M 11k 119.21
2017-12-31 $1.3M 11k 119.26
2017-09-30 $1.2M 11k 114.94
2017-06-30 $1.2M 11k 108.13
2017-03-31 $1.1M 11k 102.70
2016-12-31 $950k 10k 94.06
2016-09-30 $909k 9.1k 99.49
2016-06-30 $801k 8.6k 93.12
2016-03-31 $781k 8.4k 93.38
2015-12-31 $770k 8.3k 92.85
2015-09-30 $487k 5.4k 90.60
2015-06-30 $369k 3.6k 101.74
2015-03-31 $305k 3.1k 99.19
2014-12-31 $251k 2.6k 95.36
2014-09-30 $161k 1.6k 102.16
2014-06-30 $36k 320 111.16
2014-03-31 $34k 320 106.25
2013-12-31 $15k 145 103.45
2013-09-30 $32k 320 100.00
2013-06-30 $29k 320 90.62

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Call Call Option (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

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