RFA
VSS icon

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

Radnor 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
Q3 		$1.24M Buy
13,306
+77
+0.6% +$8.01K 0.43% 25
2022
Q2 		$1.36M Buy
13,229
+959
+8% +$109K 0.47% 25
2022
Q1 		$1.52M Buy
12,270
+649
+6% +$81.4K 0.55% 23
2021
Q4 		$1.56M Buy
11,621
+829
+8% +$112K 0.55% 23
2021
Q3 		$1.44M Buy
10,792
+40
+0.4% +$5.51K 0.52% 25
2021
Q2 		$1.47M Sell
10,752
-1,856
-15% -$251K 0.53% 23
2021
Q1 		$1.68M Buy
12,608
+2,388
+23% +$303K 0.73% 18
2020
Q4 		$1.25M Buy
+10,220
New +$1.16M 0.58% 20

Other funds holding VSS

Jones Financial Companies
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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return