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Vanguard FTSE All Wld Ex USSml Cap shares owned by Lake Street Advisors Group

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

Historical chart of Lake Street Advisors Group 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 Lake Street Advisors Group 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 Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 12k 106.21
2023-06-30 $1.3M 12k 110.48
2023-03-31 $1.3M 12k 109.28

More positions owned by Lake Street Advisors Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)
Brookfield Infrast Partners Lp Int Unit (BIP)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Lake Street Advisors Group

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