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Rather & Kittrell’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Rather & Kittrell’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
Q1 		– Sell
-539
Closed -$72K – 303
2021
Q4 		$72K Buy
+539
New +$72.9K 0.06% 109

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
Natixis Advisors
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Rather & Kittrell's VSS Position: Q1 2022 in Review

Rather & Kittrell sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2022, closing a stake of 539 shares — an estimated $72K sold.

Rather & Kittrell first reported a position in VSS in Q4 2021 and held it in 1 quarter. The position peaked at $72K in Q4 2021. 525 funds tracked by Wall St. Rank hold VSS as of Q1 2022.

  • Rather & Kittrell reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 539 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2022, an estimated $72K.
  • Rather & Kittrell first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $72K in Q4 2021.
  • 525 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.