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

Sugarloaf 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	$1.9K	Buy	17 +1	+6%	+$120	﹤0.01%	631
2024 Q3	$2.04K	Hold	16	–	–	﹤0.01%	620
2024 Q2	$1.9K	Hold	16	–	–	﹤0.01%	590
2024 Q1	$1.88K	Hold	16	–	–	﹤0.01%	595
2023 Q4	$1.85K	Hold	16	–	–	﹤0.01%	607
2023 Q3	$1.67K	Hold	16	–	–	﹤0.01%	610
2023 Q2	$1.73K	Buy	16 +1	+7%	+$110	﹤0.01%	627
2023 Q1	$1.7K	Sell	15 -1	-6%	-$109	﹤0.01%	624
2022 Q4	$1.6K	Hold	16	–	–	﹤0.01%	685
2022 Q3	$2K	Hold	16	–	–	﹤0.01%	728
2022 Q2	$2K	Buy	16 +1	+7%	+$113	﹤0.01%	716
2022 Q1	$2K	Sell	15 -1	-6%	-$125	﹤0.01%	657
2021 Q4	$2K	Buy	16 +1	+7%	+$135	﹤0.01%	692
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	697
2021 Q2	$2K	Sell	15 -1,370	-99%	-$185K	﹤0.01%	692
2021 Q1	$2	Buy	1,385 +1,370	+9,133%	+$174K	﹤0.01%	690
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	656
2020 Q3	$2K	Buy	15 +1	+7%	+$104	﹤0.01%	624
2020 Q2	$1K	Hold	14	–	–	﹤0.01%	656
2020 Q1	$1K	Hold	14	–	–	﹤0.01%	666
2019 Q4	$2K	Buy	+14	New	+$1.49K	﹤0.01%	649

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

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 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 6.3% in Q4 2024, buying an estimated $120 and bringing the position to 17 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Sugarloaf Wealth Management first reported a position in VSS in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.04K in Q3 2024. 633 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

Sugarloaf Wealth Management held 17 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.9K as of Q4 2024.
Sugarloaf Wealth Management bought 1 Vanguard FTSE All-World ex-US Small-Cap Index Fund share in Q4 2024, an estimated $120.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #631 holding.
Sugarloaf Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.04K in Q3 2024.
633 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.