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

NEXT Financial Holdings’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 Q1	$21K	Buy	+209	New	+$21.3K	0.01%	958

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

MFM

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

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

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

NEXT Financial Holdings's VSS Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2019: 209 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #958 among its holdings.

359 funds tracked by Wall St. Rank hold VSS as of Q1 2019.

NEXT Financial Holdings held 209 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $21K as of Q1 2019.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new NEXT Financial Holdings position in Q1 2019.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #958 holding.
359 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.