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Vanguard FTSE All Wld Ex USSml Cap shares owned by Stonebridge Financial Planning Group

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Stonebridge Financial Planning Group from 13F filings

Historical chart of Stonebridge Financial Planning Group 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 Stonebridge Financial Planning Group 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 Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $397k 3.2k 125.96
2024-03-31 $348k 3.0k 116.85
2023-12-31 $299k 2.6k 115.04

More positions owned by Stonebridge Financial Planning Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core S&p Us Gwt (IUSG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard World Inf Tech Etf (VGT)
Vanguard World Consum Stp Etf (VDC)

View all positions for Stonebridge Financial Planning Group

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
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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