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Vanguard FTSE All Wld Ex USSml Cap shares owned by Surevest

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

Historical chart of Surevest 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 Surevest 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 Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $27k 288 93.75
2022-06-30 $30k 288 104.17
2022-03-31 $36k 288 125.00
2021-12-31 $39k 288 135.42

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

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