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

Stratos 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
2022 Q1	–	Sell	-2,588	Closed	-$347K	–	584
2021 Q4	$347K	Sell	2,588 -2,179	-46%	-$295K	0.03%	442
2021 Q3	$637K	Sell	4,767 -1,908	-29%	-$263K	0.05%	313
2021 Q2	$911K	Sell	6,675 -97	-1%	-$13.1K	0.08%	251
2021 Q1	$869K	Sell	6,772 -2,368	-26%	-$300K	0.09%	236
2020 Q4	$1.11M	Buy	+9,140	New	+$1.03M	0.15%	152

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

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

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

TAIM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Stratos Wealth Advisors's VSS Position: Q1 2022 in Review

Stratos Wealth Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2022, closing a stake of 2,588 shares — an estimated $347K sold.

Stratos Wealth Advisors first reported a position in VSS in Q4 2020 and held it in 5 quarters. The position peaked at $1.11M in Q4 2020. 525 funds tracked by Wall St. Rank hold VSS as of Q1 2022.

Stratos Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2022 after selling out during the quarter.
Stratos Wealth Advisors sold 2,588 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2022, an estimated $347K.
Stratos Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and held it in 5 quarters.
Stratos Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.11M in Q4 2020.
525 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2022.

Based on Stratos Wealth Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.