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

FLP 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
2025
Q1 		– Sell
-11
Closed -$1.22K – 448
2024
Q4 		$1.22K Buy
+11
New +$1.32K ﹤0.01% 406

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MIAS
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Charles Schwab
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FLP Wealth Management's VSS Position: Q1 2025 in Review

FLP Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2025, closing a stake of 11 shares — an estimated $1.22K sold.

FLP Wealth Management first reported a position in VSS in Q4 2024 and held it in 1 quarter. The position peaked at $1.22K in Q4 2024. 618 funds tracked by Wall St. Rank hold VSS as of Q1 2025.

  • FLP Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 11 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2025, an estimated $1.22K.
  • FLP Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.22K in Q4 2024.
  • 618 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.