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

Kiely Wealth Advisory Group’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	$3.63K	Hold	31	–	–	﹤0.01%	269
2024 Q3	$3.66K	Hold	31	–	–	﹤0.01%	270
2024 Q2	$3.59K	Hold	31	–	–	﹤0.01%	253
2024 Q1	$3.59K	Hold	31	–	–	﹤0.01%	229
2023 Q4	$3.48K	Buy	+31	New	+$3.33K	﹤0.01%	225

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 $71.6B AUM 21.08% 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

Kiely Wealth Advisory Group's VSS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q4 2024 at 31 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Kiely Wealth Advisory Group first reported a position in VSS in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.66K in Q3 2024. 633 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

Kiely Wealth Advisory Group held 31 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.63K as of Q4 2024.
Kiely Wealth Advisory Group left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q4 2024.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #269 holding.
Kiely Wealth Advisory Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.66K in Q3 2024.
633 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.