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Vanguard FTSE All Wld Ex USSml Cap shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management Advisors 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 Pension & Wealth Management Advisors 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 Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $739k 4.8k 154.30
2026-03-31 $698k 4.8k 145.80
2025-12-31 $686k 4.8k 143.34
2025-09-30 $682k 4.8k 142.55
2025-06-30 $643k 4.8k 134.39
2025-03-31 $532k 4.6k 115.60
2024-12-31 $372k 3.3k 114.48
2023-03-31 $3.5k 32 109.25

More positions owned by Pension & Wealth Management Advisors

Schwab 1000 Index Etf Etf (SCHK)
Fidelity Total Bond Etf Etf (FBND)
State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Ishares Aaa Clo Active Etf Etf (CLOA)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
Jones Financial Companies, L.L
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
Assetmark
Bank of New York Mellon
Morgan Stanley
Creative Planning
Wit
Northwestern Mutual Wealth Management Company
UBS Group

View all funds holding Vanguard FTSE All Wld Ex USSml Cap