ORG Wealth Partners »

Vanguard FTSE All Wld Ex USSml Cap shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners 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 ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $258k 2.1k 125.86

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Agnc Invt Corp Real Estate Investme (AGNC)
1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Hines Global Income Trus Real Estate Investme (ZHGIIX)

View all positions for ORG Wealth Partners

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
Morgan Stanley
Axiom Advisory
Natixis Asset Management Advisors
Bessemer
Mason Investment Advisory Services
Charles Schwab Investment Management
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