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Resonant Capital Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Resonant Capital Advisors’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
-2,670
Closed -$306K – 378
2024
Q4 		$306K Hold
2,670
– – 0.02% 272
2024
Q3 		$336K Hold
2,670
– – 0.02% 260
2024
Q2 		$314K Sell
2,670
-25
-0.9% -$2.93K 0.03% 258
2024
Q1 		$315K Sell
2,695
-732
-21% -$82.8K 0.03% 263
2023
Q4 		$394K Sell
3,427
-2,604
-43% -$280K 0.04% 201
2023
Q3 		$640K Sell
6,031
-1,002
-14% -$111K 0.07% 155
2023
Q2 		$777K Sell
7,033
-80
-1% -$8.82K 0.08% 137
2023
Q1 		$777K Sell
7,113
-35,029
-83% -$3.81M 0.09% 132
2022
Q4 		$4.33M Buy
42,142
+2,332
+6% +$234K 0.54% 47
2022
Q3 		$3.69M Sell
39,810
-333
-0.8% -$34.6K 0.56% 48
2022
Q2 		$4.14M Buy
40,143
+634
+2% +$71.9K 0.65% 46
2022
Q1 		$4.95M Buy
39,509
+1,114
+3% +$140K 0.73% 31
2021
Q4 		$5.14M Buy
38,395
+1,695
+5% +$229K 0.77% 28
2021
Q3 		$4.91M Buy
36,700
+3,524
+11% +$485K 0.85% 27
2021
Q2 		$4.53M Buy
33,176
+1,037
+3% +$140K 0.88% 21
2021
Q1 		$4.13M Buy
32,139
+4,105
+15% +$520K 0.85% 22
2020
Q4 		$3.42M Buy
28,034
+1,573
+6% +$178K 0.81% 22
2020
Q3 		$2.79M Buy
26,461
+277
+1% +$28.9K 0.79% 24
2020
Q2 		$2.53M Buy
26,184
+3,691
+16% +$330K 0.73% 27
2020
Q1 		$1.76M Buy
22,493
+2,175
+11% +$216K 0.64% 46
2019
Q4 		$2.26M Buy
+20,318
New +$2.17M 0.71% 36

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
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Resonant Capital Advisors's VSS Position: Q1 2025 in Review

Resonant Capital Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2025, closing a stake of 2,670 shares — an estimated $306K sold.

Resonant Capital Advisors first reported a position in VSS in Q4 2019 and held it in 21 quarters. The position peaked at $5.14M in Q4 2021. 618 funds tracked by Wall St. Rank hold VSS as of Q1 2025.

  • Resonant Capital Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2025 after selling out during the quarter.
  • Resonant Capital Advisors sold 2,670 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2025, an estimated $306K.
  • Resonant Capital Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and held it in 21 quarters.
  • Resonant Capital Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $5.14M in Q4 2021.
  • 618 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2025.

Based on Resonant Capital Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.