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

Laurel Wealth Advisors (California)’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	$771K	Buy	7,497 +856	+13%	+$86.1K	0.08%	269
2022 Q3	$616K	Sell	6,641 -60	-0.9%	-$6.24K	0.07%	304
2022 Q2	$692K	Buy	+6,701	New	+$760K	0.07%	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

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

Laurel Wealth Advisors (California)'s VSS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 13% in Q4 2022, buying an estimated $86.1K and bringing the position to 7,497 shares worth $771K. The position accounts for 0.08% of the portfolio, ranked #269.

Laurel Wealth Advisors (California) first reported a position in VSS in Q2 2022 and has held it in 3 quarters since. 532 funds tracked by Wall St. Rank hold VSS as of Q4 2022.

Laurel Wealth Advisors (California) held 7,497 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $771K as of Q4 2022.
Laurel Wealth Advisors (California) bought 856 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2022, an estimated $86.1K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #269 holding.
Laurel Wealth Advisors (California) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2022 and has held it in 3 quarters since.
532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.