Marshall Financial Group (Maryland)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Marshall Financial Group (Maryland)’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	-2,434	Closed	-$279K	–	241
2024 Q4	$279K	Buy	2,434 +278	+13%	+$33.4K	0.07%	187
2024 Q3	$272K	Buy	2,156 +34	+2%	+$4.1K	0.06%	188
2024 Q2	$249K	Sell	2,122 -251	-11%	-$29.5K	0.07%	155
2024 Q1	$277K	Sell	2,373 -858	-27%	-$97.1K	0.08%	151
2023 Q4	$372K	Sell	3,231 -139	-4%	-$14.9K	0.12%	139
2023 Q3	$358K	Buy	3,370 +96	+3%	+$10.7K	0.13%	138
2023 Q2	$362K	Sell	3,274 -630	-16%	-$69.4K	0.12%	137
2023 Q1	$426K	Sell	3,904 -41	-1%	-$4.45K	0.15%	135
2022 Q4	$406K	Sell	3,945 -500	-11%	-$50.3K	0.16%	129
2022 Q3	$413K	Sell	4,445 -163	-4%	-$16.9K	0.17%	135
2022 Q2	$476K	Sell	4,608 -1,282	-22%	-$145K	0.19%	136
2022 Q1	$730K	Buy	5,890 +3,755	+176%	+$471K	0.3%	126
2021 Q4	$286K	Buy	+2,135	New	+$289K	0.11%	183

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

Marshall Financial Group (Maryland)'s VSS Position: Q1 2025 in Review

Marshall Financial Group (Maryland) sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2025, closing a stake of 2,434 shares — an estimated $279K sold.

Marshall Financial Group (Maryland) first reported a position in VSS in Q4 2021 and held it in 13 quarters. The position peaked at $730K in Q1 2022. 618 funds tracked by Wall St. Rank hold VSS as of Q1 2025.

Marshall Financial Group (Maryland) reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2025 after selling out during the quarter.
Marshall Financial Group (Maryland) sold 2,434 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2025, an estimated $279K.
Marshall Financial Group (Maryland) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and held it in 13 quarters.
Marshall Financial Group (Maryland)'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $730K in Q1 2022.
618 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2025, filed 16 Apr 2025.