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

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

Historical chart of Zrc 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 Zrc Wealth Management 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $56k 478 116.90
2023-12-31 $50k 470 106.16
2023-09-30 $50k 470 106.16
2023-06-30 $52k 467 110.57
2023-03-31 $51k 463 109.27

More positions owned by Zrc Wealth Management

Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Zrc Wealth Management

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

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Bessemer
Commonwealth Equity Services
Us Bancorp
Assetmark
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Symmetry Partner
Pnc Financial Services
HPM Partners
Stifel Financial
Bank Of Montreal

View all funds holding Vanguard FTSE All Wld Ex USSml Cap