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

Reilly 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
2021 Q4	–	Sell	-107	Closed	-$14K	–	1210
2021 Q3	$14K	Buy	+107	New	+$14.7K	﹤0.01%	603
2019 Q4	–	Sell	-118	Closed	-$12K	–	932
2019 Q3	$12K	Hold	118	–	–	﹤0.01%	608
2019 Q2	$12K	Buy	+118	New	+$12.3K	﹤0.01%	638
2017 Q1	–	Sell	-26	Closed	-$2K	–	961
2016 Q4	$2K	Buy	26 +18	+225%	+$1.72K	﹤0.01%	771
2016 Q3	$1K	Hold	8	–	–	﹤0.01%	809
2016 Q2	$1K	Hold	8	–	–	﹤0.01%	776
2016 Q1	$1K	Buy	+8	New	+$703	﹤0.01%	1137
2015 Q3	–	Sell	-17	Closed	-$2K	–	1395
2015 Q2	$2K	Buy	+17	New	+$1.78K	﹤0.01%	1234

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TAIM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Reilly Financial Advisors's VSS Position: Q4 2021 in Review

Reilly Financial Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2021, closing a stake of 107 shares — an estimated $14K sold.

Reilly Financial Advisors first reported a position in VSS in Q2 2015 and held it in 8 quarters. The position peaked at $14K in Q3 2021. 533 funds tracked by Wall St. Rank hold VSS as of Q4 2021.

Reilly Financial Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2021 after selling out during the quarter.
Reilly Financial Advisors sold 107 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2021, an estimated $14K.
Reilly Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2015 and held it in 8 quarters.
Reilly Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $14K in Q3 2021.
533 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.