Wilson & Boucher Capital Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Wilson & Boucher Capital 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	–	Sell	-1,700	Closed	-$214K	–	118
2024 Q3	$214K	Buy	+1,700	New	+$205K	0.15%	109
2022 Q2	–	Sell	-1,700	Closed	-$211K	–	110
2022 Q1	$211K	Buy	+1,700	New	+$213K	0.19%	104

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 $79.5B AUM 27.1% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wilson & Boucher Capital Management's VSS Position: Q4 2024 in Review

Wilson & Boucher Capital Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2024, closing a stake of 1,700 shares — an estimated $214K sold.

Wilson & Boucher Capital Management first reported a position in VSS in Q1 2022 and held it in 2 quarters. The position peaked at $214K in Q3 2024. 634 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

Wilson & Boucher Capital Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2024 after selling out during the quarter.
Wilson & Boucher Capital Management sold 1,700 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2024, an estimated $214K.
Wilson & Boucher Capital Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and held it in 2 quarters.
Wilson & Boucher Capital Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $214K in Q3 2024.
634 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Wilson & Boucher Capital Management's 13F filing for Q4 2024, filed 19 Feb 2025.