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Vanguard FTSE All Wld Ex USSml Cap shares owned by Family Firm

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

Historical chart of Family Firm 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 Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 37k 116.84
2023-12-31 $4.3M 37k 115.03
2023-09-30 $4.0M 37k 106.20
2023-06-30 $4.2M 38k 110.48
2023-03-31 $4.2M 38k 109.24
2022-12-31 $3.5M 34k 102.81
2022-09-30 $2.5M 27k 92.82
2022-06-30 $3.7M 27k 133.97
2022-03-31 $3.7M 27k 133.97
2021-12-31 $3.7M 27k 133.97
2021-09-30 $3.5M 25k 138.90
2021-06-30 $3.5M 26k 136.46
2021-03-31 $3.5M 28k 128.38
2020-12-31 $3.4M 28k 123.13
2020-09-30 $2.7M 26k 105.28
2020-06-30 $2.6M 27k 96.60
2020-03-31 $2.2M 28k 78.26
2019-12-31 $3.1M 28k 111.11
2019-09-30 $2.9M 29k 101.93
2019-06-30 $3.1M 30k 105.27
2019-03-31 $3.0M 29k 104.12
2018-12-31 $2.7M 28k 94.67
2018-09-30 $2.8M 25k 112.16
2018-06-30 $2.8M 25k 115.41
2018-03-31 $3.3M 28k 119.25
2017-12-31 $3.3M 28k 119.22
2017-09-30 $3.0M 27k 114.92
2017-06-30 $2.9M 26k 108.12
2017-03-31 $2.7M 26k 102.65
2016-12-31 $2.5M 26k 94.02
2016-09-30 $2.4M 25k 99.51
2016-06-30 $2.4M 26k 93.08
2016-03-31 $2.5M 27k 93.39
2015-12-31 $2.4M 26k 92.88
2015-09-30 $2.4M 26k 90.71
2015-06-30 $2.6M 26k 101.92
2015-03-31 $2.6M 26k 99.26
2014-12-31 $2.4M 25k 95.33

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Ishares Tips Bond Etf Etf (TIP)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Family Firm

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