Resources Management Corp’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Resources Management Corp’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	-1	Closed	–	–	520
2021 Q3	$0	Hold	1	–	–	﹤0.01%	510
2021 Q2	$0	Buy	+1	New	+$135	﹤0.01%	515
2021 Q1	–	Sell	-150	Closed	-$18K	–	507
2020 Q4	$18K	Hold	150	–	–	﹤0.01%	372
2020 Q3	$16K	Hold	150	–	–	﹤0.01%	353
2020 Q2	$14K	Hold	150	–	–	﹤0.01%	368
2020 Q1	$12K	Hold	150	–	–	﹤0.01%	376
2019 Q4	$17K	Hold	150	–	–	﹤0.01%	348
2019 Q3	$15K	Buy	+150	New	+$15.4K	﹤0.01%	381
2018 Q4	$14K	Hold	150	–	–	﹤0.01%	373
2018 Q3	$16K	Buy	+150	New	+$17.1K	﹤0.01%	356

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 $71.6B AUM 21.08% 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

Resources Management Corp's VSS Position: Q4 2021 in Review

Resources Management Corp sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2021, closing a stake of 1 share.

Resources Management Corp first reported a position in VSS in Q3 2018 and held it in 10 quarters. The position peaked at $18K in Q4 2020. 532 funds tracked by Wall St. Rank hold VSS as of Q4 2021.

Resources Management Corp reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2021 after selling out during the quarter.
Resources Management Corp sold 1 Vanguard FTSE All-World ex-US Small-Cap Index Fund share in Q4 2021.
Resources Management Corp first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2018 and held it in 10 quarters.
Resources Management Corp's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $18K in Q4 2020.
532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2021.

Based on Resources Management Corp's 13F filing for Q4 2021, filed 4 Feb 2022.