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Vanguard FTSE All Wld Ex USSml Cap shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $176k 1.5k 117.49
2024-03-31 $63k 539 116.84
2023-12-31 $15k 132 115.03

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View all positions for Cape Investment Advisory

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
Envestnet Asset Management
Manufacturers Life Insurance Company
Commonwealth Equity Services
Goodman & Company, Investment Counsel
Assetmark
Bnp Paribas Arbitrage, Snc
Northwestern Mutual Wealth Management Company
Symmetry Partner

View all funds holding Vanguard FTSE All Wld Ex USSml Cap