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

Valley Wealth Managers’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
-133
Closed -$14K – 499
2022
Q2 		$14K Buy
+133
New +$15.1K ﹤0.01% 316

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
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
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Valley Wealth Managers's VSS Position: Q3 2022 in Review

Valley Wealth Managers sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2022, closing a stake of 133 shares — an estimated $14K sold.

Valley Wealth Managers first reported a position in VSS in Q2 2022 and held it in 1 quarter. The position peaked at $14K in Q2 2022. 495 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

  • Valley Wealth Managers reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 133 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2022, an estimated $14K.
  • Valley Wealth Managers first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2022 and held it in 1 quarter.
  • Valley Wealth Managers's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $14K 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 Valley Wealth Managers's 13F filing for Q3 2022, filed 9 Nov 2022.