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

McClarren Financial 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
2024 Q2	–	Sell	-87	Closed	-$11K	–	376
2024 Q1	$11K	Buy	87 +1	+1%	+$113	0.01%	238
2023 Q4	$10K	Buy	86 +2	+2%	+$215	0.01%	269
2023 Q3	$8K	Hold	84	–	–	0.01%	264
2023 Q2	$9K	Buy	84 +1	+1%	+$110	0.01%	259
2023 Q1	$9K	Hold	83	–	–	0.01%	249
2022 Q4	$8K	Buy	83 +1	+1%	+$101	0.01%	261
2022 Q3	$7K	Buy	+82	New	+$8.53K	0.01%	246
2022 Q2	–	Sell	-81	Closed	-$10K	–	280
2022 Q1	$10K	Sell	81 -1	-1%	-$125	0.01%	212
2021 Q4	$11K	Buy	82 +2	+3%	+$271	0.01%	234
2021 Q3	$10K	Buy	80 +1	+1%	+$138	0.01%	214
2021 Q2	$10K	Hold	79	–	–	0.01%	226
2021 Q1	$10K	Hold	79	–	–	0.01%	200
2020 Q4	$9K	Buy	+79	New	+$8.94K	0.01%	173

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

McClarren Financial Advisors's VSS Position: Q2 2024 in Review

McClarren Financial Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2024, closing a stake of 87 shares — an estimated $11K sold.

McClarren Financial Advisors first reported a position in VSS in Q4 2020 and held it in 13 quarters. The position peaked at $11K in Q1 2024. 581 funds tracked by Wall St. Rank hold VSS as of Q2 2024.

McClarren Financial Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2024 after selling out during the quarter.
McClarren Financial Advisors sold 87 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2024, an estimated $11K.
McClarren Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and held it in 13 quarters.
McClarren Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $11K in Q1 2024.
581 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2024.

Based on McClarren Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.