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

Cahill 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
2021
Q4 		– Sell
-230
Closed -$31K – 768
2021
Q3 		$31K Buy
+230
New +$31.7K 0.01% 400

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MIAS
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Cahill Financial Advisors's VSS Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2021, closing a stake of 230 shares — an estimated $31K sold.

Cahill Financial Advisors first reported a position in VSS in Q3 2021 and held it in 1 quarter. The position peaked at $31K in Q3 2021. 532 funds tracked by Wall St. Rank hold VSS as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 230 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2021, an estimated $31K.
  • Cahill Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $31K in Q3 2021.
  • 532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.