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Vanguard FTSE All Wld Ex USSml Cap shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY from 13F filings

Historical chart of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY 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 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

Quarter filed Position value Share count Share price at filing
2026-06-30 $616k 8.7k 70.74

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Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
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Alphabet Cap Stk Cl A (GOOGL)
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Apple (AAPL)
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JPMorgan Chase & Co. (JPM)

View all positions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY

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
Goodman & Company, Investment Counsel
State of New Jersey Common Pension Fund D
Assetmark
Charles Schwab Investment Management
Sixth Street Partners Management Company
Bank of New York Mellon
Creative Planning
Morgan Stanley
Wit
Northwestern Mutual Wealth Management Company

View all funds holding Vanguard FTSE All Wld Ex USSml Cap