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Vanguard FTSE All Wld Ex USSml Cap shares owned by Whitaker-Myers Wealth Managers

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Whitaker-Myers Wealth Managers from 13F filings

Historical chart of Whitaker-Myers Wealth Managers 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 Whitaker-Myers Wealth Managers 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 Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.5M 57k 114.48
2024-09-30 $5.9M 47k 125.96
2024-06-30 $4.9M 42k 117.49
2024-03-31 $2.1M 18k 116.84
2023-12-31 $1.7M 15k 115.03
2023-09-30 $1.5M 14k 106.20

More positions owned by Whitaker-Myers Wealth Managers

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vaneck Etf Trust Israel Etf (ISRA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Wisdomtree Tr India Erngs Fd (EPI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Sprott Physical Gold Tr Unit (PHYS)

View all positions for Whitaker-Myers Wealth Managers

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
Axiom Advisory
Natixis Asset Management Advisors
Bessemer
Mason Investment Advisory Services
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc
Envestnet Asset Management
Commonwealth Equity Services
Goodman & Company, Investment Counsel
Clark Capital Management Group
Manufacturers Life Insurance Company
Assetmark
Northwestern Mutual Wealth Management Company
UBS Group

View all funds holding Vanguard FTSE All Wld Ex USSml Cap