Riverview Trust Company’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Riverview Trust Company’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 Q2	–	Sell	-95	Closed	-$11.1K	–	669
2024 Q1	$11.1K	Buy	+95	New	+$10.8K	0.01%	626
2022 Q4	–	Sell	-4,681	Closed	-$434K	–	869
2022 Q3	$434K	Sell	4,681 -172	-4%	-$17.9K	0.42%	48
2022 Q2	$501K	Sell	4,853 -2,163	-31%	-$245K	0.44%	48
2022 Q1	$869K	Sell	7,016 -246	-3%	-$30.9K	0.64%	31
2021 Q4	$973	Buy	7,262 +3,328	+85%	+$450K	0.57%	25
2021 Q3	$526K	Hold	3,934	–	–	0.56%	37
2021 Q2	$537K	Hold	3,934	–	–	0.57%	35
2021 Q1	$505K	Hold	3,934	–	–	0.56%	36
2020 Q4	$479K	Sell	3,934 -566	-13%	-$64K	0.53%	38
2020 Q3	$474K	Hold	4,500	–	–	0.54%	37
2020 Q2	$435K	Hold	4,500	–	–	0.42%	44
2020 Q1	$352K	Hold	4,500	–	–	0.34%	50
2019 Q4	$500K	Hold	4,500	–	–	0.34%	56
2019 Q3	$459K	Hold	4,500	–	–	0.32%	61
2019 Q2	$474K	Hold	4,500	–	–	0.33%	60
2019 Q1	$469K	Buy	4,500 +566	+14%	+$57.6K	0.35%	60
2018 Q4	$372K	Buy	+3,934	New	+$399K	0.29%	62

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

MIAS

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Riverview Trust Company's VSS Position: Q2 2024 in Review

Riverview Trust Company sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2024, closing a stake of 95 shares — an estimated $11.1K sold.

Riverview Trust Company first reported a position in VSS in Q4 2018 and held it in 17 quarters. The position peaked at $869K in Q1 2022. 581 funds tracked by Wall St. Rank hold VSS as of Q2 2024.

Riverview Trust Company reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2024 after selling out during the quarter.
Riverview Trust Company sold 95 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2024, an estimated $11.1K.
Riverview Trust Company first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and held it in 17 quarters.
Riverview Trust Company's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $869K in Q1 2022.
581 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2024.

Based on Riverview Trust Company's 13F filing for Q2 2024, filed 16 Jul 2024.