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

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

Historical chart of Alera 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 Alera 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 Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.7M 31k 117.49
2024-03-31 $12M 102k 116.84
2023-12-31 $13M 115k 115.03
2023-09-30 $12M 116k 106.20
2023-06-30 $4.6M 42k 110.48
2023-03-31 $2.4M 22k 109.24
2022-12-31 $2.3M 22k 102.81
2022-09-30 $1.1M 12k 92.82
2022-06-30 $1.3M 13k 103.25
2022-03-31 $3.0M 25k 123.89
2021-12-31 $4.1M 31k 134.12
2021-09-30 $4.3M 4.3k 1000.00
2021-06-30 $11M 82k 136.42
2021-03-31 $5.7M 44k 128.37
2020-12-31 $5.4M 44k 121.83
2020-09-30 $4.7M 45k 105.26
2020-06-30 $3.3M 34k 96.62
2020-03-31 $2.0M 28k 70.95
2019-12-31 $5.4M 49k 111.16
2019-09-30 $3.9M 38k 101.94
2019-06-30 $3.9M 37k 105.27
2019-03-31 $3.9M 37k 104.13
2018-12-31 $309k 3.3k 94.79

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Russell 1000 Value Etf Etf (IWD)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares 20 Year Treasury Bond Etf Etf (TLT)

View all positions for Alera Investment Advisors

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
Morgan Stanley
Axiom Advisory
Natixis Asset Management Advisors
Bessemer
Mason Investment Advisory Services
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc
Manufacturers Life Insurance Company
Envestnet Asset Management
Commonwealth Equity Services
Goodman & Company, Investment Counsel
Assetmark
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L

View all funds holding Vanguard FTSE All Wld Ex USSml Cap