Cassady Schiller Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Cassady Schiller Wealth Management’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	$1.72K	Hold	15	–	–	﹤0.01%	618
2024 Q3	$1.89K	Hold	15	–	–	﹤0.01%	394
2024 Q2	$1.76K	Hold	15	–	–	﹤0.01%	403
2024 Q1	$1.75K	Hold	15	–	–	﹤0.01%	426
2023 Q4	$1.73K	Hold	15	–	–	﹤0.01%	396
2023 Q3	$1.59K	Hold	15	–	–	﹤0.01%	414
2023 Q2	$1.66K	Hold	15	–	–	﹤0.01%	425
2023 Q1	$1.64K	Hold	15	–	–	﹤0.01%	404
2022 Q4	$1.54K	Buy	+15	New	+$1.51K	﹤0.01%	423
2022 Q1	–	Sell	-15	Closed	-$2K	–	588
2021 Q4	$2K	Buy	+15	New	+$2.03K	﹤0.01%	411

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cassady Schiller Wealth Management's VSS Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q4 2024 at 15 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Cassady Schiller Wealth Management first reported a position in VSS in Q4 2021 and has held it in 10 quarters since. The position peaked at $2K in Q4 2021. 633 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

Cassady Schiller Wealth Management held 15 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.72K as of Q4 2024.
Cassady Schiller Wealth Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q4 2024.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #618 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2K in Q4 2021.
633 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.