LGT Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

LGT Financial Advisors’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	-98	Closed	-$11.3K	–	717
2024 Q4	$11.3K	Buy	98 +2	+2%	+$240	0.02%	417
2024 Q3	$12.1K	Hold	96	–	–	0.03%	378
2024 Q2	$11.2K	Buy	96 +1	+1%	+$117	0.02%	444
2024 Q1	$11.1K	Hold	95	–	–	0.01%	477
2023 Q4	$10.9K	Buy	95 +2	+2%	+$215	0.01%	467
2023 Q3	$9.91K	Buy	+93	New	+$10.3K	0.01%	481

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

LGT Financial Advisors's VSS Position: Q1 2025 in Review

LGT Financial Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2025, closing a stake of 98 shares — an estimated $11.3K sold.

LGT Financial Advisors first reported a position in VSS in Q3 2023 and held it in 6 quarters. The position peaked at $12.1K in Q3 2024. 618 funds tracked by Wall St. Rank hold VSS as of Q1 2025.

LGT Financial Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 98 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2025, an estimated $11.3K.
LGT Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2023 and held it in 6 quarters.
LGT Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $12.1K in Q3 2024.
618 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.