Core Wealth Advisors (Florida)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Core Wealth Advisors (Florida)’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 Q1	–	Sell	-11	Closed	-$1.13K	–	289
2022 Q4	$1.13K	Hold	11	–	–	﹤0.01%	243
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	215
2022 Q2	$1K	Buy	+11	New	+$1.25K	﹤0.01%	213

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Core Wealth Advisors (Florida)'s VSS Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2023, closing a stake of 11 shares — an estimated $1.13K sold.

Core Wealth Advisors (Florida) first reported a position in VSS in Q2 2022 and held it in 3 quarters. The position peaked at $1.13K in Q4 2022. 523 funds tracked by Wall St. Rank hold VSS as of Q1 2023.

Core Wealth Advisors (Florida) reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 11 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2023, an estimated $1.13K.
Core Wealth Advisors (Florida) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2022 and held it in 3 quarters.
Core Wealth Advisors (Florida)'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.13K in Q4 2022.
523 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.