Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Procyon Private Wealth Partners »

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

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

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

Download as csv

Download as Excel

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

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.9M	14k	143.33
2025-09-30	$1.9M	14k	142.55
2020-03-31	$30k	378	79.37
2019-12-31	$42k	378	111.11

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Vanguard Index Fds Total Stk Mkt (VTI)

Spdr Series Trust State Street Spd (SPYM)

Apple (AAPL)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Ishares Tr Core S&p Ttl Stk (ITOT)

Spdr Series Trust State Street Spd (SPBO)

Microsoft Corporation (MSFT)

Capital Group Dividend Value Shs Creation Uni (CGDV)

American Centy Etf Tr Us Quality Grow (QGRO)

NVIDIA Corporation (NVDA)

Amazon (AMZN)

Alphabet Cap Stk Cl A (GOOGL)

Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Procyon Private Wealth Partners

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z