Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Vanguard FTSE All Wld Ex USSml Cap shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $26M 222k 115.03
2023-09-30 $24M 225k 106.20
2023-06-30 $26M 237k 110.48
2023-03-31 $28M 259k 109.24
2022-12-31 $25M 243k 102.81
2022-09-30 $21M 221k 92.81
2022-06-30 $20M 198k 103.21
2022-03-31 $22M 181k 123.89
2021-12-31 $25M 183k 133.96
2021-09-30 $22M 162k 133.69
2021-06-30 $20M 147k 136.45
2021-03-31 $12M 90k 128.37
2020-12-31 $16M 129k 121.84
2020-09-30 $13M 125k 105.29
2020-06-30 $14M 142k 96.62
2020-03-31 $8.5M 109k 78.25
2019-12-31 $5.1M 46k 111.10
2019-09-30 $4.2M 41k 101.95
2019-06-30 $3.9M 37k 105.25
2019-03-31 $3.8M 37k 104.14
2018-12-31 $3.0M 32k 94.67
2018-06-30 $211k 1.8k 115.49
2017-03-31 $268k 2.6k 102.60

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

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