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

Professional 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
2022 Q4	–	Sell	-8	Closed	-$1K	–	453
2022 Q3	$1K	Buy	+8	New	+$832	﹤0.01%	469

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

Professional Financial Advisors's VSS Position: Q4 2022 in Review

Professional Financial Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2022, closing a stake of 8 shares — an estimated $1K sold.

Professional Financial Advisors first reported a position in VSS in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 532 funds tracked by Wall St. Rank hold VSS as of Q4 2022.

Professional Financial Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 8 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2022, an estimated $1K.
Professional Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2022 and held it in 1 quarter.
Professional Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1K in Q3 2022.
532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.