WFA of San Diego »

Vanguard FTSE All Wld Ex USSml Cap shares owned by WFA of San Diego

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by WFA of San Diego from 13F filings

Historical chart of WFA of San Diego 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 WFA of San Diego 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 WFA of San Diego

Quarter filed Position value Share count Share price at filing
2023-09-30 $637 6 106.33
2023-06-30 $663 6 110.50
2022-12-31 $616 6 102.83
2022-06-30 $1.0k 6 166.67

More positions owned by WFA of San Diego

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Lincoln Electric Holdings (LECO)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Qualcomm (QCOM)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Federated Hermes Etf Trust Short Duration H (FHYS)

View all positions for WFA of San Diego

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
Natixis Asset Management Advisors
Mason Investment Advisory Services
Charles Schwab Investment Advisory
Bessemer
Commonwealth Equity Services
Envestnet Asset Management
Clark Capital Management Group
Us Bancorp
Assetmark
Morgan Stanley
UBS Group
Northwestern Mutual Wealth Management Company
Waddell & Associates
Symmetry Partner

View all funds holding Vanguard FTSE All Wld Ex USSml Cap