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

Rainsberger Wealth 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
2023 Q4	$3.41M	Buy	29,651 +328	+1%	+$35.3K	1.86%	19
2023 Q3	$3.11M	Buy	29,323 +831	+3%	+$92.3K	1.91%	18
2023 Q2	$3.15M	Sell	28,492 -767	-3%	-$84.5K	1.9%	18
2023 Q1	$3.2M	Buy	29,259 +1,078	+4%	+$117K	1.9%	17
2022 Q4	$2.9M	Sell	28,181 -3,617	-11%	-$364K	1.84%	17
2022 Q3	$2.95M	Buy	31,798 +261	+0.8%	+$27.1K	2.03%	17
2022 Q2	$3.25M	Buy	31,537 +898	+3%	+$102K	2.38%	15
2022 Q1	$3.8M	Buy	30,639 +1,813	+6%	+$227K	2.43%	14
2021 Q4	$3.86M	Buy	+28,826	New	+$3.9M	2.27%	16

Other funds holding VSS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Rainsberger Wealth Advisors's VSS Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.1% in Q4 2023, buying an estimated $35.3K and bringing the position to 29,651 shares worth $3.41M. The position accounts for 1.86% of the portfolio, ranked #19.

Rainsberger Wealth Advisors first reported a position in VSS in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.86M in Q4 2021. 593 funds tracked by Wall St. Rank hold VSS as of Q4 2023.

Rainsberger Wealth Advisors held 29,651 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.41M as of Q4 2023.
Rainsberger Wealth Advisors bought 328 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2023, an estimated $35.3K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.86% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #19 holding.
Rainsberger Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 9 quarters since.
Rainsberger Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.86M in Q4 2021.
593 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.