Baldwin Wealth Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Baldwin Wealth Partners’s Portfolio VSS Stock Details VSS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-760	Closed	-$95.7K	–	1010
2024 Q3	$95.7K	Sell	760 -60	-7%	-$7.23K	0.01%	419
2024 Q2	$96.3K	Hold	820	–	–	0.01%	269
2024 Q1	$95.8K	Hold	820	–	–	0.01%	280
2023 Q4	$94.3K	Hold	820	–	–	0.01%	282
2023 Q3	$87.1K	Hold	820	–	–	0.01%	310
2023 Q2	$90.6K	Hold	820	–	–	0.01%	330
2023 Q1	$89.6K	Hold	820	–	–	0.01%	338
2022 Q4	$84.3K	Hold	820	–	–	0.01%	336
2022 Q3	$76K	Hold	820	–	–	0.01%	271
2022 Q2	$85K	Hold	820	–	–	0.01%	270
2022 Q1	$102K	Hold	820	–	–	0.01%	272
2021 Q4	$110K	Hold	820	–	–	0.01%	248
2021 Q3	$110K	Hold	820	–	–	0.01%	248
2021 Q2	$112K	Hold	820	–	–	0.01%	257
2021 Q1	$105K	Hold	820	–	–	0.01%	252
2020 Q4	$100K	Hold	820	–	–	0.01%	244
2020 Q3	$86K	Hold	820	–	–	0.01%	238
2020 Q2	$79K	Hold	820	–	–	0.01%	245
2020 Q1	$64K	Sell	820 -457	-36%	-$45.5K	0.01%	249
2019 Q4	$142K	Hold	1,277	–	–	0.02%	204
2019 Q3	$130K	Hold	1,277	–	–	0.02%	202
2019 Q2	$134K	Hold	1,277	–	–	0.02%	222
2019 Q1	$133K	Hold	1,277	–	–	0.02%	220
2018 Q4	$121K	Hold	1,277	–	–	0.02%	219
2018 Q3	$143K	Sell	1,277 -457	-26%	-$52.1K	0.02%	222
2018 Q2	$200K	Hold	1,734	–	–	0.03%	196
2018 Q1	$207K	Hold	1,734	–	–	0.03%	194
2017 Q4	$207K	Buy	1,734 +819	+90%	+$95.4K	0.03%	192
2017 Q3	$105K	Hold	915	–	–	0.02%	231
2017 Q2	$99K	Buy	+915	New	+$97.3K	0.02%	240

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baldwin Wealth Partners's VSS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2024, closing a stake of 760 shares — an estimated $95.7K sold.

Baldwin Wealth Partners first reported a position in VSS in Q2 2017 and held it in 30 quarters. The position peaked at $207K in Q1 2018. 637 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

Baldwin Wealth Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 760 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2024, an estimated $95.7K.
Baldwin Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2017 and held it in 30 quarters.
Baldwin Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $207K in Q1 2018.
637 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.