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

Provence Wealth Management Group’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 Q4	$29.2K	Hold	254	–	–	0.02%	246
2023 Q3	$27K	Buy	+254	New	+$28.2K	0.02%	240

Other funds holding VSS

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

Jane Street New York $777B AUM 61.18% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Provence Wealth Management Group's VSS Position: Q4 2023 in Review

Provence Wealth Management Group held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q4 2023 at 254 shares worth $29.2K. The position accounts for 0.02% of the portfolio, ranked #246.

Provence Wealth Management Group first reported a position in VSS in Q3 2023 and has held it in 2 quarters since. 594 funds tracked by Wall St. Rank hold VSS as of Q4 2023.

Provence Wealth Management Group held 254 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $29.2K as of Q4 2023.
Provence Wealth Management Group left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q4 2023.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of Provence Wealth Management Group's portfolio in Q4 2023, its #246 holding.
Provence Wealth Management Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2023 and has held it in 2 quarters since.
594 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.