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Vanguard FTSE All Wld Ex USSml Cap shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod investment in Vanguard FTSE All Wld Ex USSml Cap

Jul 2018Jan 2019Jul 2019Jan 2020Jul 2020Jan 2021Jul 2021250k300k350k1500200025003000
Value ($)Share countHistorical VSS position of AdvicePeriod Source: stockzoa.comValue ($)Share count

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All positions including Vanguard FTSE All Wld Ex USSml Cap held by AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $216k 1.6k 136.36
2018-12-31 $215k 2.3k 94.76
2018-09-30 $213k 1.9k 112.22
2018-06-30 $349k 3.0k 115.45

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Wealthfront Advisers
Empower Advisory Group
Bessemer
Natixis Asset Management Advisors
Morgan Stanley
Mason Investment Advisory Services
Charles Schwab Investment Management
Goodman & Company, Investment Counsel
Commonwealth Equity Services
Manufacturers Life Insurance Company
Envestnet Asset Management
Assetmark
Clark Capital Management Group
Bnp Paribas Arbitrage, Snc
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard FTSE All Wld Ex USSml Cap