Heritage Wealth Management (Arizona)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$10.9K	Buy	106 +53	+100%	+$5.33K	﹤0.01%	763
2022 Q3	$5K	Sell	53 -13	-20%	-$1.35K	﹤0.01%	766
2022 Q2	$6.81K	Hold	66	–	–	﹤0.01%	724
2022 Q1	$8K	Buy	+66	New	+$8.28K	﹤0.01%	743
2021 Q3	$8K	Sell	61 -44	-42%	-$6.06K	﹤0.01%	685
2021 Q2	$14K	Buy	105 +53	+102%	+$7.17K	0.01%	621
2021 Q1	$7K	Buy	+52	New	+$6.59K	﹤0.01%	617

Other funds holding VSS

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 Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

Heritage Wealth Management (Arizona)'s VSS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 100% in Q4 2022, buying an estimated $5.33K and bringing the position to 106 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Heritage Wealth Management (Arizona) first reported a position in VSS in Q1 2021 and has held it in 7 quarters since. The position peaked at $14K in Q2 2021. 532 funds tracked by Wall St. Rank hold VSS as of Q4 2022.

Heritage Wealth Management (Arizona) held 106 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $10.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 53 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2022, an estimated $5.33K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #763 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $14K in Q2 2021.
532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.