1834 Investment Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

1834 Investment 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
2022 Q3	–	Sell	-45	Closed	-$5K	–	444
2022 Q2	$5K	Buy	+45	New	+$5.1K	﹤0.01%	412
2019 Q4	–	Sell	-14	Closed	-$1K	–	492
2019 Q3	$1K	Buy	+14	New	+$1.44K	﹤0.01%	450
2014 Q4	–	Sell	-5,996	Closed	-$612K	–	159
2014 Q3	$612K	Hold	5,996	–	–	0.17%	101
2014 Q2	$667K	Buy	+5,996	New	+$652K	0.18%	99

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

1834 Investment Advisors's VSS Position: Q3 2022 in Review

1834 Investment Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2022, closing a stake of 45 shares — an estimated $5K sold.

1834 Investment Advisors first reported a position in VSS in Q2 2014 and held it in 4 quarters. The position peaked at $667K in Q2 2014. 495 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

1834 Investment Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 45 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2022, an estimated $5K.
1834 Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2014 and held it in 4 quarters.
1834 Investment Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $667K in Q2 2014.
495 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.