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

Merriman 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
Q4 		$1.25M Buy
10,921
+149
+1% +$17.9K 0.05% 77
2024
Q3 		$1.36M Sell
10,772
-33,832
-76% -$4.08M 0.06% 88
2024
Q2 		$5.24M Buy
44,604
+1,708
+4% +$200K 0.23% 48
2024
Q1 		$5.01M Sell
42,896
-325
-0.8% -$36.8K 0.22% 52
2023
Q4 		$4.97M Buy
43,221
+33,438
+342% +$3.59M 0.24% 51
2023
Q3 		$1.04M Sell
9,783
-459
-4% -$51K 0.05% 77
2023
Q2 		$1.13M Buy
10,242
+3,532
+53% +$389K 0.06% 94
2023
Q1 		$733K Sell
6,710
-3,011
-31% -$327K 0.04% 115
2022
Q4 		$999K Sell
9,721
-7,929
-45% -$797K 0.05% 94
2022
Q3 		$1.64M Sell
17,650
-593
-3% -$61.7K 0.11% 45
2022
Q2 		$1.88M Buy
18,243
+2,720
+18% +$309K 0.13% 44
2022
Q1 		$1.92M Sell
15,523
-333
-2% -$41.8K 0.16% 55
2021
Q4 		$2.12M Buy
15,856
+704
+5% +$95.2K 0.15% 69
2021
Q3 		$2.03M Buy
15,152
+756
+5% +$104K 0.17% 68
2021
Q2 		$1.96M Buy
14,396
+101
+0.7% +$13.7K 0.17% 83
2021
Q1 		$1.83M Buy
14,295
+664
+5% +$84.1K 0.21% 72
2020
Q4 		$1.66M Sell
13,631
-724
-5% -$81.9K 0.18% 85
2020
Q3 		$1.51M Buy
14,355
+175
+1% +$18.2K 0.23% 63
2020
Q2 		$1.37M Sell
14,180
-1,810
-11% -$162K 0.22% 68
2020
Q1 		$1.25M Buy
15,990
+6,435
+67% +$640K 0.27% 52
2019
Q4 		$1.06M Buy
+9,555
New +$1.02M 0.2% 91
2019
Q3 		– Sell
-142,666
Closed -$151K – 201
2019
Q2 		$151K Buy
142,666
+67,003
+89% +$6.99M 2.91% 4
2019
Q1 		$7.88M Buy
75,663
+65,479
+643% +$6.66M 1.49% 15
2018
Q4 		$982K Buy
10,184
+2,381
+31% +$241K 0.21% 61
2018
Q3 		$875K Buy
7,803
+460
+6% +$52.5K 0.19% 89
2018
Q2 		$847K Buy
7,343
+135
+2% +$16.2K 0.19% 83
2018
Q1 		$859K Buy
+7,208
New +$871K 0.23% 90
2016
Q4 		– Sell
-59,944
Closed -$5.97M – 177
2016
Q3 		$5.97M Buy
+59,944
New +$5.83M 1.23% 31
2014
Q1 		– Sell
-5,423
Closed -$558K – 97
2013
Q4 		$558K Buy
5,423
+652
+14% +$66.1K 0.24% 51
2013
Q3 		$474K Buy
+4,771
New +$456K 0.25% 45

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Merriman Wealth Management's VSS Position: Q4 2024 in Review

Merriman Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.4% in Q4 2024, buying an estimated $17.9K and bringing the position to 10,921 shares worth $1.25M. The position accounts for 0.05% of the portfolio, ranked #77.

Merriman Wealth Management first reported a position in VSS in Q3 2013 and has held it in 30 quarters since. The position peaked at $7.88M in Q1 2019. 633 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

  • Merriman Wealth Management held 10,921 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.25M as of Q4 2024.
  • Merriman Wealth Management bought 149 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2024, an estimated $17.9K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.05% of Merriman Wealth Management's portfolio in Q4 2024, its #77 holding.
  • Merriman Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2013 and has held it in 30 quarters since.
  • Merriman Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $7.88M in Q1 2019.
  • 633 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.