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 Des Peres, Missouri $250B AUM 21.32% 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 $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Radnor Financial Advisors's VSS Position: Q3 2022 in Review

Radnor Financial Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.58% in Q3 2022, buying an estimated $8.01K and bringing the position to 13,306 shares worth $1.24M. The position accounts for 0.43% of the portfolio, ranked #25.

Radnor Financial Advisors first reported a position in VSS in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.68M in Q1 2021. 496 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

Radnor Financial Advisors held 13,306 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.24M as of Q3 2022.
Radnor Financial Advisors bought 77 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2022, an estimated $8.01K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.43% of Radnor Financial Advisors's portfolio in Q3 2022, its #25 holding.
Radnor Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and has held it in 8 quarters since.
Radnor Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.68M in Q1 2021.
496 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2022.

Based on Radnor Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.