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Vanguard FTSE All Wld Ex USSml Cap shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3M 63k 116.84

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
iShares S&P Mid Cap Index Ez (IJH)
Amazon CS (AMZN)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Vanguard FTSE Developed Mkts E Ee (VEA)
Nvidia Corp CS (NVDA)
iShares S&P Barra Value Index Ez (IVE)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Russell 1000 Growth In Ez (IWF)
iShares Core MSCI EAFE Ez (IEFA)
SPDR S&P Mid Cap 400 ETF Ee (MDY)

View all positions for MAI Wealth Advisors

Top funds holding Vanguard FTSE All Wld Ex USSml Cap

Empower Advisory Group
Natixis Asset Management Advisors
Mason Investment Advisory Services
Charles Schwab Investment Advisory
Bessemer
Commonwealth Equity Services
Envestnet Asset Management
Clark Capital Management Group
Us Bancorp
Assetmark
Morgan Stanley
UBS Group
Northwestern Mutual Wealth Management Company
Waddell & Associates
Symmetry Partner

View all funds holding Vanguard FTSE All Wld Ex USSml Cap