Hill Investment Group Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Hill Investment Group 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	-5,174	Closed	-$608K	–	86
2024 Q3	$608K	Hold	5,174	–	–	0.08%	38
2024 Q2	$620K	Sell	5,174 -660	-11%	-$77.5K	0.08%	38
2024 Q1	$682K	Sell	5,834 -1	-0%	-$113	0.1%	40
2023 Q4	$671K	Hold	5,835	–	–	0.1%	39
2023 Q3	$620K	Hold	5,835	–	–	0.1%	38
2023 Q2	$645K	Hold	5,835	–	–	0.12%	38
2023 Q1	$637K	Hold	5,835	–	–	0.13%	35
2022 Q4	$600K	Sell	5,835 -291	-5%	-$29.3K	0.15%	34
2022 Q3	$569K	Sell	6,126 -43	-0.7%	-$4.47K	0.16%	32
2022 Q2	$637K	Buy	6,169 +43	+0.7%	+$4.88K	0.18%	32
2022 Q1	$759K	Hold	6,126	–	–	0.25%	23
2021 Q4	$821K	Buy	6,126 +547	+10%	+$74K	0.48%	18
2021 Q3	$746K	Sell	5,579 -5	-0.1%	-$688	0.48%	17
2021 Q2	$762K	Buy	+5,584	New	+$756K	0.63%	13

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 $79.5B AUM 27.1% 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

Hill Investment Group Partners's VSS Position: Q4 2024 in Review

Hill Investment Group Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2024, closing a stake of 5,174 shares — an estimated $608K sold.

Hill Investment Group Partners first reported a position in VSS in Q2 2021 and held it in 14 quarters. The position peaked at $821K in Q4 2021. 634 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

Hill Investment Group 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.
Hill Investment Group Partners sold 5,174 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2024, an estimated $608K.
Hill Investment Group Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2021 and held it in 14 quarters.
Hill Investment Group Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $821K in Q4 2021.
634 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Hill Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.