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Vanguard FTSE All Wld Ex USSml Cap shares owned by Klingman & Associates

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

Historical chart of Klingman & Associates 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 Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $268k 2.3k 116.84
2023-12-31 $264k 2.3k 115.03
2023-09-30 $248k 2.3k 106.20
2023-06-30 $313k 2.8k 110.48
2023-03-31 $309k 2.8k 109.24
2022-12-31 $288k 2.8k 102.81
2022-09-30 $259k 2.8k 92.63
2022-06-30 $495k 4.8k 103.21
2022-03-31 $594k 4.8k 123.85
2021-12-31 $370k 2.8k 133.91
2021-09-30 $369k 2.8k 133.55
2021-06-30 $377k 2.8k 136.45
2021-03-31 $355k 2.8k 128.48
2020-12-31 $339k 2.8k 121.99
2020-09-30 $293k 2.8k 105.43
2020-06-30 $269k 2.8k 96.80
2020-03-31 $335k 4.3k 78.20
2019-12-31 $472k 4.2k 111.22
2019-09-30 $355k 3.5k 101.98
2019-06-30 $366k 3.5k 105.14
2019-03-31 $356k 3.4k 104.25
2018-12-31 $323k 3.4k 94.58
2018-09-30 $421k 3.8k 112.27
2018-06-30 $433k 3.8k 115.47
2018-03-31 $447k 3.8k 119.20
2017-12-31 $407k 3.4k 119.18
2016-09-30 $564k 5.7k 99.56
2016-06-30 $513k 5.5k 93.02
2016-03-31 $482k 5.2k 93.32
2015-12-31 $580k 6.3k 92.80
2015-09-30 $566k 6.3k 90.56
2015-06-30 $637k 6.3k 101.92
2015-03-31 $620k 6.3k 99.20
2014-12-31 $405k 4.3k 95.29

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Klingman & Associates

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