Kavar Capital Partners Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-9	Closed	-$1K	–	445
2019 Q2	$1K	Buy	+9	New	+$939	﹤0.01%	496
2018 Q3	–	Sell	-80	Closed	-$9K	–	374
2018 Q2	$9K	Hold	80	–	–	﹤0.01%	329
2018 Q1	$10K	Buy	+80	New	+$9.66K	0.01%	319
2016 Q1	–	Sell	-151	Closed	-$14K	–	389
2015 Q4	$14K	Hold	151	–	–	0.01%	245
2015 Q3	$13K	Hold	151	–	–	0.01%	263
2015 Q2	$15K	Buy	+151	New	+$15.8K	0.01%	276
2014 Q2	–	Sell	-151	Closed	-$16K	–	437
2014 Q1	$16K	Buy	+151	New	+$15.8K	0.01%	280

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kavar Capital Partners Group's VSS Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2019, closing a stake of 9 shares — an estimated $1K sold.

Kavar Capital Partners Group first reported a position in VSS in Q1 2014 and held it in 7 quarters. The position peaked at $16K in Q1 2014. 350 funds tracked by Wall St. Rank hold VSS as of Q3 2019.

Kavar Capital Partners Group reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 9 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2019, an estimated $1K.
Kavar Capital Partners Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2014 and held it in 7 quarters.
Kavar Capital Partners Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $16K in Q1 2014.
350 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.