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

Align Wealth 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
2022 Q4	$33.4K	Buy	+360	New	+$36.2K	0.03%	83

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PCA

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

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

CSIA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Align Wealth Management's VSS Position: Q4 2022 in Review

Align Wealth Management opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2022: 360 shares worth $33.4K. The stake represents 0.03% of the portfolio and ranks #83 among its holdings.

532 funds tracked by Wall St. Rank hold VSS as of Q4 2022.

Align Wealth Management held 360 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $33.4K as of Q4 2022.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Align Wealth Management position in Q4 2022.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Align Wealth Management's portfolio in Q4 2022, its #83 holding.
532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.