CWM
VSS icon

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

Cedar 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
Q1 		– Sell
-375
Closed -$50K – 387
2021
Q4 		$50K Hold
375
– – 0.02% 180
2021
Q3 		$50K Hold
375
– – 0.02% 162
2021
Q2 		$51K Hold
375
– – 0.02% 170
2021
Q1 		$48K Hold
375
– – 0.02% 155
2020
Q4 		$46K Hold
375
– – 0.02% 142
2020
Q3 		$39K Sell
375
-20
-5% -$2.08K 0.02% 141
2020
Q2 		$38K Sell
395
-6,023
-94% -$538K 0.03% 138
2020
Q1 		$502K Buy
6,418
+822
+15% +$81.8K 0.34% 35
2019
Q4 		$622K Buy
5,596
+2,515
+82% +$268K 0.37% 30
2019
Q3 		$314K Buy
3,081
+1,120
+57% +$115K 0.21% 52
2019
Q2 		$206K Buy
1,961
+606
+45% +$63.2K 0.13% 61
2019
Q1 		$141K Buy
1,355
+1,299
+2,320% +$132K 0.09% 70
2018
Q4 		$5K Buy
56
+46
+460% +$4.66K ﹤0.01% 143
2018
Q3 		$1K Buy
10
+9
+900% +$1.03K ﹤0.01% 172
2018
Q2 		$0 Sell
1
-1,525
-100% -$183K ﹤0.01% 212
2018
Q1 		$182K Hold
1,526
– – 0.11% 55
2017
Q4 		$182K Sell
1,526
-719
-32% -$83.8K 0.11% 58
2017
Q3 		$258K Sell
2,245
-2,000
-47% -$224K 0.15% 40
2017
Q2 		$459K Hold
4,245
– – 0.3% 17
2017
Q1 		$436K Hold
4,245
– – 0.27% 18
2016
Q4 		$399K Hold
4,245
– – 0.27% 18
2016
Q3 		$422K Hold
4,245
– – 0.29% 14
2016
Q2 		$395K Hold
4,245
– – 0.25% 14
2016
Q1 		$396K Hold
4,245
– – 0.27% 13
2015
Q4 		$394K Buy
+4,245
New +$401K 0.33% 10

Other funds holding VSS

Jones Financial Companies
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
Natixis Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cedar Wealth Management's VSS Position: Q1 2022 in Review

Cedar Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2022, closing a stake of 375 shares — an estimated $50K sold.

Cedar Wealth Management first reported a position in VSS in Q4 2015 and held it in 25 quarters. The position peaked at $622K in Q4 2019. 525 funds tracked by Wall St. Rank hold VSS as of Q1 2022.

  • Cedar Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2022 after selling out during the quarter.
  • Cedar Wealth Management sold 375 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2022, an estimated $50K.
  • Cedar Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2015 and held it in 25 quarters.
  • Cedar Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $622K in Q4 2019.
  • 525 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2022.

Based on Cedar Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.