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

Ahrens Investment 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
2023 Q1	$13.9K	Buy	+127	New	+$13.8K	0.01%	545
2022 Q3	–	Sell	-792	Closed	-$82K	–	896
2022 Q2	$82K	Hold	792	–	–	0.04%	255
2022 Q1	$98K	Hold	792	–	–	0.03%	277
2021 Q4	$106K	Buy	+792	New	+$107K	0.05%	280

Other funds holding VSS

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

MIAS

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

CSIA

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

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Ahrens Investment Partners's VSS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2023: 127 shares worth $13.9K. The stake represents 0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in VSS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in VSS in Q4 2021 and has held it in 4 quarters since. The position peaked at $106K in Q4 2021. 523 funds tracked by Wall St. Rank hold VSS as of Q1 2023.

Ahrens Investment Partners held 127 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $13.9K as of Q1 2023.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Ahrens Investment Partners position in Q1 2023.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #545 holding.
Ahrens Investment Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $106K in Q4 2021.
523 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.