Archford Capital Strategies’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-175	Closed	-$18K	–	514
2019 Q2	$18K	Hold	175	–	–	0.01%	362
2019 Q1	$18K	Hold	175	–	–	0.01%	352
2018 Q4	$17K	Hold	175	–	–	0.01%	341
2018 Q3	$20K	Hold	175	–	–	0.01%	366
2018 Q2	$20K	Hold	175	–	–	0.01%	368
2018 Q1	$21K	Buy	+175	New	+$21.1K	0.01%	281
2014 Q2	–	Sell	-105	Closed	-$11.2K	–	954
2014 Q1	$11.2K	Buy	+105	New	+$11K	0.01%	398

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

MIAS

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

TAIM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $71.6B AUM 21.08% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Archford Capital Strategies's VSS Position: Q3 2019 in Review

Archford Capital Strategies sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2019, closing a stake of 175 shares — an estimated $18K sold.

Archford Capital Strategies first reported a position in VSS in Q1 2014 and held it in 7 quarters. The position peaked at $21K in Q1 2018. 350 funds tracked by Wall St. Rank hold VSS as of Q3 2019.

Archford Capital Strategies reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 175 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2019, an estimated $18K.
Archford Capital Strategies first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2014 and held it in 7 quarters.
Archford Capital Strategies's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $21K in Q1 2018.
350 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.