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Vanguard FTSE All Wld Ex USSml Cap shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings 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 Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $33M 265k 125.96
2024-06-30 $30M 255k 117.49
2024-03-31 $27M 234k 116.84
2023-12-31 $22M 192k 115.03

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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