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Vanguard FTSE All Wld Ex USSml Cap shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 20k 125.96
2024-06-30 $2.4M 21k 117.49
2024-03-31 $2.5M 21k 116.84
2023-12-31 $2.5M 22k 115.03
2023-09-30 $2.4M 23k 106.20
2023-06-30 $2.6M 24k 110.48
2023-03-31 $2.7M 25k 109.24
2022-12-31 $2.7M 27k 102.81
2022-09-30 $1.4M 15k 92.84
2022-06-30 $1.6M 16k 103.20
2022-03-31 $2.2M 18k 123.89
2021-12-31 $2.6M 19k 133.96
2021-09-30 $1.6M 12k 133.71
2021-06-30 $1.7M 12k 136.42
2021-03-31 $1.6M 13k 128.35
2020-12-31 $1.6M 13k 121.84
2020-09-30 $1.3M 13k 105.25
2020-06-30 $1.3M 14k 96.65
2020-03-31 $2.1M 26k 78.26
2019-12-31 $4.0M 36k 111.11
2019-09-30 $4.3M 43k 101.95
2019-06-30 $4.5M 43k 105.25
2019-03-31 $5.2M 50k 104.12
2018-12-31 $4.7M 50k 94.68
2018-09-30 $982k 8.8k 112.22
2018-06-30 $884k 7.7k 115.46
2018-03-31 $913k 7.7k 119.27
2017-12-31 $914k 7.7k 119.29
2017-09-30 $881k 7.7k 114.98
2017-06-30 $831k 7.7k 108.09
2017-03-31 $900k 8.8k 102.70
2016-12-31 $824k 8.8k 94.03
2016-09-30 $861k 8.7k 99.50
2016-06-30 $788k 8.5k 93.11
2016-03-31 $857k 9.2k 93.41
2015-12-31 $931k 10k 92.87
2015-09-30 $909k 10k 90.67
2015-06-30 $1.2M 12k 99.23

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth Management

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

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Bnp Paribas Arbitrage, Snc
Manufacturers Life Insurance Company
Envestnet Asset Management
Commonwealth Equity Services
Goodman & Company, Investment Counsel
Assetmark
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L

View all funds holding Vanguard FTSE All Wld Ex USSml Cap