Compass Ion Advisors »

Vanguard FTSE All Wld Ex USSml Cap shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion Advisors 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 Compass Ion Advisors 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 20k 116.84
2023-12-31 $2.4M 21k 115.03
2023-09-30 $2.3M 21k 106.20

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
Jane Street
Natixis Asset Management Advisors
Charles Schwab Investment Advisory
Bessemer
Commonwealth Equity Services
Assetmark
Us Bancorp
UBS Group
Symmetry Partner
Pnc Financial Services
HPM Partners
Stifel Financial
Bank Of Montreal
Creative Planning

View all funds holding Vanguard FTSE All Wld Ex USSml Cap