Uptown Financial Advisors »

Vanguard FTSE All Wld Ex USSml Cap shares owned by Uptown Financial Advisors

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

Historical chart of Uptown Financial 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 Uptown Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 19k 142.56
2025-06-30 $2.5M 18k 134.40
2025-03-31 $2.2M 19k 115.61
2024-12-31 $2.1M 19k 114.49

More positions owned by Uptown Financial Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Coreweave Com Cl A Call Option (CRWV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Energy Etf (VDE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Uptown Financial Advisors

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
Regions Bank
Mason Investment Advisory Services
Natixis Asset Management Advisors
Bessemer
Goodman & Company, Investment Counsel
Charles Schwab Investment Management
SRS Capital Advisors
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Wit
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group

View all funds holding Vanguard FTSE All Wld Ex USSml Cap