New Potomac Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

New Potomac Partners’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 Q3	$18.9K	Buy	+150	New	+$18.1K	0.01%	137

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

New Potomac Partners's VSS Position: Q3 2024 in Review

New Potomac Partners opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2024: 150 shares worth $18.9K. The stake represents 0.01% of the portfolio and ranks #137 among its holdings.

610 funds tracked by Wall St. Rank hold VSS as of Q3 2024.

New Potomac Partners held 150 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $18.9K as of Q3 2024.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new New Potomac Partners position in Q3 2024.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of New Potomac Partners's portfolio in Q3 2024, its #137 holding.
610 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.