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

River 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
2019
Q1 		– Sell
-5
Closed – – 495
2018
Q4 		$0 Hold
5
– – ﹤0.01% 598
2018
Q3 		$1K Hold
5
– – ﹤0.01% 564
2018
Q2 		$1K Buy
+5
New +$599 ﹤0.01% 563

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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

River Wealth Advisors's VSS Position: Q1 2019 in Review

River Wealth Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2019, closing a stake of 5 shares.

River Wealth Advisors first reported a position in VSS in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 359 funds tracked by Wall St. Rank hold VSS as of Q1 2019.

  • River Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 5 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2019.
  • River Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1K in Q3 2018.
  • 359 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.