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

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

Historical chart of Northwest Wealth Management 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 Northwest 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 Northwest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $382k 3.3k 114.46
2024-09-30 $445k 3.5k 125.97
2024-06-30 $458k 3.9k 117.50
2024-03-31 $473k 4.0k 116.84
2023-12-31 $460k 4.0k 115.03
2023-09-30 $481k 4.5k 106.20
2023-06-30 $507k 4.6k 110.47
2023-03-31 $503k 4.6k 109.25
2022-12-31 $505k 4.9k 102.82
2022-09-30 $656k 7.1k 92.80
2022-06-30 $737k 7.1k 103.16
2022-03-31 $1.1M 8.6k 123.92
2021-12-31 $1.1M 8.3k 133.92
2021-09-30 $1.2M 8.8k 133.69
2021-06-30 $1.2M 8.9k 136.42
2021-03-31 $1.2M 9.4k 128.38
2020-12-31 $1.2M 9.8k 121.86
2020-09-30 $1.1M 10k 105.29
2020-06-30 $1.2M 12k 96.60
2020-03-31 $1.1M 14k 78.26
2019-12-31 $2.6M 23k 111.12
2019-09-30 $2.6M 26k 101.94
2019-06-30 $3.1M 30k 105.25
2019-03-31 $3.1M 30k 104.12
2018-12-31 $3.3M 35k 94.67
2018-09-30 $2.5M 22k 112.16
2018-06-30 $2.7M 24k 115.41
2018-03-31 $2.7M 23k 119.26
2017-12-31 $2.8M 24k 119.23
2017-09-30 $2.7M 24k 114.92
2017-06-30 $3.0M 28k 108.11
2017-03-31 $2.7M 27k 102.66
2016-12-31 $2.4M 26k 94.04

More positions owned by Northwest Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Northwest Wealth Management

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Wealthfront Advisers
Empower Advisory Group
Axiom Advisory
Bessemer
Natixis Asset Management Advisors
Morgan Stanley
Mason Investment Advisory Services
Charles Schwab Investment Management
Life Planning Partners
Goodman & Company, Investment Counsel
Commonwealth Equity Services
Manufacturers Life Insurance Company
Envestnet Asset Management
Assetmark
Clark Capital Management Group

View all funds holding Vanguard FTSE All Wld Ex USSml Cap