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

Accel Wealth Management’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
Q2 		– Sell
-11
Closed -$1K – 1071
2022
Q1 		$1K Hold
11
– – ﹤0.01% 922
2021
Q4 		$1K Buy
+11
New +$1.49K ﹤0.01% 918

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PCA
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MIAS
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CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accel Wealth Management's VSS Position: Q2 2022 in Review

Accel Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2022, closing a stake of 11 shares — an estimated $1K sold.

Accel Wealth Management first reported a position in VSS in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 511 funds tracked by Wall St. Rank hold VSS as of Q2 2022.

  • Accel Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2022 after selling out during the quarter.
  • Accel Wealth Management sold 11 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2022, an estimated $1K.
  • Accel Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and held it in 2 quarters.
  • Accel Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1K in Q1 2022.
  • 511 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2022.

Based on Accel Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.