Strengthening Families & Communities LLC’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Strengthening Families & Communities LLC’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 Q3	–	Sell	-276	Closed	-$34K	–	538
2022 Q2	$34K	Hold	276	–	–	0.02%	164
2022 Q1	$34K	Buy	+276	New	+$34.6K	0.02%	164

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

CSIA

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

MIAS

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

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

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

TAIM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Strengthening Families & Communities LLC's VSS Position: Q3 2022 in Review

Strengthening Families & Communities LLC sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2022, closing a stake of 276 shares — an estimated $34K sold.

Strengthening Families & Communities LLC first reported a position in VSS in Q1 2022 and held it in 2 quarters. The position peaked at $34K in Q2 2022. 495 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

Strengthening Families & Communities LLC reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2022 after selling out during the quarter.
Strengthening Families & Communities LLC sold 276 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2022, an estimated $34K.
Strengthening Families & Communities LLC first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and held it in 2 quarters.
Strengthening Families & Communities LLC's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $34K in Q2 2022.
495 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2022.

Based on Strengthening Families & Communities LLC's 13F filing for Q3 2022, filed 3 Nov 2022.