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

Wealthcare Advisory 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
2025
Q1 		– Sell
-2,705
Closed -$310K – 955
2024
Q4 		$310K Buy
2,705
+41
+2% +$4.93K 0.01% 703
2024
Q3 		$336K Buy
2,664
+8
+0.3% +$964 0.01% 682
2024
Q2 		$312K Buy
2,656
+12
+0.5% +$1.41K 0.01% 662
2024
Q1 		$309K Sell
2,644
-25
-0.9% -$2.83K 0.01% 661
2023
Q4 		$307K Sell
2,669
-94
-3% -$10.1K 0.01% 602
2023
Q3 		$293K Buy
2,763
+173
+7% +$19.2K 0.01% 557
2023
Q2 		$286K Sell
2,590
-3
-0.1% -$331 0.01% 575
2023
Q1 		$283K Sell
2,593
-531
-17% -$57.7K 0.01% 589
2022
Q4 		$321K Buy
+3,124
New +$314K 0.02% 517
2021
Q2 		– Sell
-812
Closed -$104K – 1846
2021
Q1 		$104K Buy
+812
New +$103K 0.01% 657
2020
Q2 		– Sell
-280
Closed -$22K – 1337
2020
Q1 		$22K Sell
280
-438
-61% -$43.6K ﹤0.01% 710
2019
Q4 		$80K Buy
718
+5
+0.7% +$534 0.01% 444
2019
Q3 		$73K Buy
713
+1
+0.1% +$103 0.01% 459
2019
Q2 		$75K Buy
712
+190
+36% +$19.8K 0.01% 432
2019
Q1 		$54K Hold
522
– – 0.01% 447
2018
Q4 		$49K Hold
522
– – 0.01% 433
2018
Q3 		$59K Hold
522
– – 0.01% 434
2018
Q2 		$60K Buy
522
+137
+36% +$16.4K 0.01% 433
2018
Q1 		$46K Buy
385
+112
+41% +$13.5K 0.01% 417
2017
Q4 		$33K Hold
273
– – 0.01% 443
2017
Q3 		$31K Buy
273
+262
+2,382% +$29.3K 0.01% 366
2017
Q2 		$1K Hold
11
– – ﹤0.01% 97
2017
Q1 		$1K Buy
+11
New +$1.1K ﹤0.01% 96

Other funds holding VSS

Empower Advisory Group
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wealthcare Advisory Partners's VSS Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2025, closing a stake of 2,705 shares — an estimated $310K sold.

Wealthcare Advisory Partners first reported a position in VSS in Q1 2017 and held it in 23 quarters. The position peaked at $336K in Q3 2024. 621 funds tracked by Wall St. Rank hold VSS as of Q1 2025.

  • Wealthcare Advisory Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2,705 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2025, an estimated $310K.
  • Wealthcare Advisory Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2017 and held it in 23 quarters.
  • Wealthcare Advisory Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $336K in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.