Retirement Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Retirement Group’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
2024 Q1	$1.75K	Hold	15	–	–	﹤0.01%	667
2023 Q4	$1.73K	Hold	15	–	–	﹤0.01%	649
2023 Q3	$1.59K	Hold	15	–	–	﹤0.01%	600
2023 Q2	$1.66K	Hold	15	–	–	﹤0.01%	633
2023 Q1	$2K	Hold	15	–	–	﹤0.01%	611
2022 Q4	$2K	Buy	+15	New	+$1.51K	﹤0.01%	548
2022 Q3	–	Sell	-15	Closed	-$2K	–	804
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	645
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	646
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	626
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	538
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	581
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	651
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	633
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	578
2020 Q2	$1K	Buy	+15	New	+$1.34K	﹤0.01%	624
2019 Q4	$2K	Buy	+15	New	+$1.6K	﹤0.01%	558

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

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

CSIA

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

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

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

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Retirement Group's VSS Position: Q1 2024 in Review

Retirement Group held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2024 at 15 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Retirement Group first reported a position in VSS in Q4 2019 and has held it in 16 quarters since. The position peaked at $2K in Q1 2023. 582 funds tracked by Wall St. Rank hold VSS as of Q1 2024.

Retirement Group held 15 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.75K as of Q1 2024.
Retirement Group left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q1 2024.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #667 holding.
Retirement Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 16 quarters since.
Retirement Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2K in Q1 2023.
582 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.