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Baltimore-Washington Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Baltimore-Washington Financial 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
2014
Q4 		– Sell
-12
Closed -$1K – 314
2014
Q3 		$1K Buy
+12
New +$1.3K ﹤0.01% 281

Other funds holding VSS

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baltimore-Washington Financial Advisors's VSS Position: Q4 2014 in Review

Baltimore-Washington Financial Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2014, closing a stake of 12 shares — an estimated $1K sold.

Baltimore-Washington Financial Advisors first reported a position in VSS in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 176 funds tracked by Wall St. Rank hold VSS as of Q4 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 12 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2014, an estimated $1K.
  • Baltimore-Washington Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2014 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1K in Q3 2014.
  • 176 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2014, filed 21 Jan 2015.