Householder Group Estate & Retirement Specialist’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Householder Group Estate & Retirement Specialist’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	-59	Closed	-$7K	–	1213
2024 Q3	$7K	Hold	59	–	–	﹤0.01%	889
2024 Q2	$6K	Sell	59 -3	-5%	-$352	﹤0.01%	923
2024 Q1	$7.25K	Buy	62 +19	+44%	+$2.15K	﹤0.01%	872
2023 Q4	$4K	Sell	43 -9	-17%	-$967	﹤0.01%	926
2023 Q3	$5.52K	Buy	+52	New	+$5.77K	﹤0.01%	918
2023 Q1	$8K	Buy	+69	New	+$7.5K	﹤0.01%	868
2022 Q4	–	Sell	-18	Closed	-$1K	–	1138
2022 Q3	$1K	Buy	+18	New	+$1.87K	﹤0.01%	1059

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

Householder Group Estate & Retirement Specialist's VSS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2024, closing a stake of 59 shares — an estimated $7K sold.

Householder Group Estate & Retirement Specialist first reported a position in VSS in Q3 2022 and held it in 7 quarters. The position peaked at $8K in Q1 2023. 634 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 59 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2024, an estimated $7K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $8K in Q1 2023.
634 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.