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

Affiance Financial’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
2020
Q2 		– Sell
-45
Closed -$4K – 145
2020
Q1 		$4K Buy
+45
New +$4.48K ﹤0.01% 128

Other funds holding VSS

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PCA
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MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Affiance Financial's VSS Position: Q2 2020 in Review

Affiance Financial sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2020, closing a stake of 45 shares — an estimated $4K sold.

Affiance Financial first reported a position in VSS in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 357 funds tracked by Wall St. Rank hold VSS as of Q2 2020.

  • Affiance Financial reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2020 after selling out during the quarter.
  • Affiance Financial sold 45 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2020, an estimated $4K.
  • Affiance Financial first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2020 and held it in 1 quarter.
  • Affiance Financial's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4K in Q1 2020.
  • 357 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2020.

Based on Affiance Financial's 13F filing for Q2 2020, filed 13 Jul 2020.