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Vanguard FTSE All Wld Ex USSml Cap shares owned by Payne Capital Management

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

Historical chart of Payne Capital 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 Payne Capital 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 Payne Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 13k 143.33
2025-09-30 $1.8M 12k 142.56
2025-06-30 $1.2M 9.1k 134.39
2025-03-31 $1.0M 8.9k 115.61
2024-12-31 $1.0M 8.8k 114.47

More positions owned by Payne Capital Management

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Global X Fds Glb X Mlp Enrg I (MLPX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Fidelity Covington Trust Msci Rl Est Etf (FREL)

View all positions for Payne Capital Management

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
Mason Investment Advisory Services
Natixis Asset Management Advisors
Bessemer
State of New Jersey Common Pension Fund D
Goodman & Company, Investment Counsel
Charles Schwab Investment Management
Jones Financial Companies, L.L
Assetmark
Creative Planning
Wit
Northwestern Mutual Wealth Management Company
UBS Group
LPL Financial
Clark Capital Management Group

View all funds holding Vanguard FTSE All Wld Ex USSml Cap