GoalVest Advisory’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

GoalVest Advisory’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	-9	Closed	-$1.03K	–	552
2024 Q4	$1.03K	Buy	+9	New	+$1.08K	﹤0.01%	356
2023 Q4	–	Sell	-3	Closed	-$319	–	500
2023 Q3	$319	Buy	+3	New	+$333	﹤0.01%	466
2021 Q1	–	Sell	-45	Closed	-$5K	–	240
2020 Q4	$5K	Buy	+45	New	+$5.09K	﹤0.01%	183

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

GoalVest Advisory's VSS Position: Q1 2025 in Review

GoalVest Advisory sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2025, closing a stake of 9 shares — an estimated $1.03K sold.

GoalVest Advisory first reported a position in VSS in Q4 2020 and held it in 3 quarters. The position peaked at $5K in Q4 2020. 618 funds tracked by Wall St. Rank hold VSS as of Q1 2025.

GoalVest Advisory reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2025 after selling out during the quarter.
GoalVest Advisory sold 9 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2025, an estimated $1.03K.
GoalVest Advisory first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and held it in 3 quarters.
GoalVest Advisory's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $5K in Q4 2020.
618 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.