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

WR Wealth Planners’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	$801	Buy	+7	New	+$841	﹤0.01%	950

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 $374B AUM 17.66% 1-Year Est. Return

WR Wealth Planners's VSS Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2024: 7 shares worth $801. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings.

634 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

WR Wealth Planners held 7 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $801 as of Q4 2024.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new WR Wealth Planners position in Q4 2024.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #950 holding.
634 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.