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

Madison 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
2023 Q3	$340K	Sell	3,197 -17	-0.5%	-$1.89K	0.07%	125
2023 Q2	$355K	Buy	3,214 +32	+1%	+$3.53K	0.07%	124
2023 Q1	$348K	Buy	3,182 +112	+4%	+$12.2K	0.08%	124
2022 Q4	$316K	Buy	3,070 +524	+21%	+$52.7K	0.07%	127
2022 Q3	$236K	Buy	2,546 +251	+11%	+$26.1K	0.06%	147
2022 Q2	$237K	Buy	+2,295	New	+$260K	0.06%	147

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Madison Wealth Management's VSS Position: Q3 2023 in Review

Madison Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.53% in Q3 2023, selling an estimated $1.89K and leaving 3,197 shares worth $340K. The position accounts for 0.07% of the portfolio, ranked #125.

Madison Wealth Management first reported a position in VSS in Q2 2022 and has held it in 6 quarters since. The position peaked at $355K in Q2 2023. 538 funds tracked by Wall St. Rank hold VSS as of Q3 2023.

Madison Wealth Management held 3,197 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $340K as of Q3 2023.
Madison Wealth Management sold 17 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2023, an estimated $1.89K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.07% of Madison Wealth Management's portfolio in Q3 2023, its #125 holding.
Madison Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2022 and has held it in 6 quarters since.
Madison Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $355K in Q2 2023.
538 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.