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

Janiczek 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 Q2	$60.5K	Hold	515	–	–	0.01%	372
2024 Q1	$60.2K	Hold	515	–	–	0.01%	378
2023 Q4	$59.2K	Buy	515 +70	+16%	+$7.52K	0.01%	361
2023 Q3	$47.3K	Hold	445	–	–	0.01%	367
2023 Q2	$49.2K	Hold	445	–	–	0.01%	323
2023 Q1	$49.7K	Hold	445	–	–	0.01%	317
2022 Q4	$48.6K	Sell	445 -1	-0.2%	-$101	0.01%	325
2022 Q3	$41K	Hold	446	–	–	0.01%	334
2022 Q2	$49K	Hold	446	–	–	0.01%	312
2022 Q1	$55K	Sell	446 -1	-0.2%	-$125	0.02%	291
2021 Q4	$60K	Hold	447	–	–	0.02%	278
2021 Q3	$60K	Hold	447	–	–	0.02%	254
2021 Q2	$61K	Hold	447	–	–	0.02%	220
2021 Q1	$57K	Hold	447	–	–	0.02%	212
2020 Q4	$54K	Hold	447	–	–	0.03%	193
2020 Q3	$47K	Hold	447	–	–	0.03%	102
2020 Q2	$43K	Buy	447 +445	+22,250%	+$39.8K	0.02%	90
2020 Q1	$0	Hold	2	–	–	﹤0.01%	164
2019 Q4	$0	Hold	2	–	–	﹤0.01%	167
2019 Q3	$0	Sell	2 -5	-71%	-$513	﹤0.01%	198
2019 Q2	$1K	Buy	+7	New	+$730	﹤0.01%	184

Other funds holding VSS

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Janiczek Wealth Management's VSS Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2024 at 515 shares worth $60.5K. The position accounts for 0.01% of the portfolio, ranked #372.

Janiczek Wealth Management first reported a position in VSS in Q2 2019 and has held it in 21 quarters since. The position peaked at $61K in Q2 2021. 581 funds tracked by Wall St. Rank hold VSS as of Q2 2024.

Janiczek Wealth Management held 515 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $60.5K as of Q2 2024.
Janiczek Wealth Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2024.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #372 holding.
Janiczek Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2019 and has held it in 21 quarters since.
Janiczek Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $61K in Q2 2021.
581 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.