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WealthTrust-Arizona’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

WealthTrust-Arizona’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
2013
Q4 		– Sell
-95
Closed -$9K – 679
2013
Q3 		$9K Hold
95
– – 0.01% 397
2013
Q2 		$8K Buy
+95
New +$8.95K 0.01% 388

Other funds holding VSS

WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

WealthTrust-Arizona's VSS Position: Q4 2013 in Review

WealthTrust-Arizona sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2013, closing a stake of 95 shares — an estimated $9K sold.

WealthTrust-Arizona first reported a position in VSS in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2013. 130 funds tracked by Wall St. Rank hold VSS as of Q4 2013.

  • WealthTrust-Arizona reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2013 after selling out during the quarter.
  • WealthTrust-Arizona sold 95 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2013, an estimated $9K.
  • WealthTrust-Arizona first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2013 and held it in 2 quarters.
  • WealthTrust-Arizona's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $9K in Q3 2013.
  • 130 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2013.

Based on WealthTrust-Arizona's 13F filing for Q4 2013, filed 22 Jan 2014.