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

Claro 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
2019
Q1 		– Sell
-281
Closed -$32K – 922
2018
Q4 		$32K Buy
+281
New +$28.5K 0.03% 439

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
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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claro Advisors's VSS Position: Q1 2019 in Review

Claro Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2019, closing a stake of 281 shares — an estimated $32K sold.

Claro Advisors first reported a position in VSS in Q4 2018 and held it in 1 quarter. The position peaked at $32K in Q4 2018. 359 funds tracked by Wall St. Rank hold VSS as of Q1 2019.

  • Claro Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 281 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2019, an estimated $32K.
  • Claro Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $32K in Q4 2018.
  • 359 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.