Vanguard FTSE All Wld Ex USSml Cap shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Vanguard FTSE All Wld Ex USSml Cap
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Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 8.5k | 142.55 |
| 2025-06-30 | $1.1M | 8.5k | 134.39 |
| 2025-03-31 | $978k | 8.5k | 115.60 |
| 2024-12-31 | $355k | 3.1k | 114.48 |
| 2024-09-30 | $389k | 3.1k | 125.96 |
| 2019-12-31 | $76k | 688 | 110.47 |
| 2018-06-30 | $1.6M | 14k | 115.61 |
| 2018-03-31 | $993k | 8.3k | 119.04 |
| 2017-12-31 | $1.6M | 13k | 120.18 |
| 2017-09-30 | $617k | 5.4k | 114.90 |
| 2017-06-30 | $732k | 6.8k | 108.14 |
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