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

BDO Wealth 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
2023 Q2	$2.87K	Hold	26	–	–	﹤0.01%	826
2023 Q1	$2.84K	Hold	26	–	–	﹤0.01%	871
2022 Q4	$2.67K	Hold	26	–	–	﹤0.01%	835
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	945
2022 Q2	$3K	Buy	+26	New	+$2.95K	﹤0.01%	873
2021 Q3	–	Sell	-43	Closed	-$6K	–	1135
2021 Q2	$6K	Buy	+43	New	+$5.82K	﹤0.01%	846
2019 Q2	–	Sell	-10	Closed	-$1K	–	700
2019 Q1	$1K	Buy	+10	New	+$1.02K	﹤0.01%	596

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

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

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

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

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

BDO Wealth Advisors's VSS Position: Q2 2023 in Review

BDO Wealth Advisors held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2023 at 26 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

BDO Wealth Advisors first reported a position in VSS in Q1 2019 and has held it in 7 quarters since. The position peaked at $6K in Q2 2021. 542 funds tracked by Wall St. Rank hold VSS as of Q2 2023.

BDO Wealth Advisors held 26 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.87K as of Q2 2023.
BDO Wealth Advisors left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2023.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #826 holding.
BDO Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2019 and has held it in 7 quarters since.
BDO Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $6K in Q2 2021.
542 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.