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

Belpointe Asset 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
2023 Q2	–	Sell	-754	Closed	-$82.4K	–	3331
2023 Q1	$82.4K	Sell	754 -684	-48%	-$74.3K	﹤0.01%	1425
2022 Q4	$148K	Buy	+1,438	New	+$145K	0.01%	1027

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

MIAS

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

CSIA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Belpointe Asset Management's VSS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2023, closing a stake of 754 shares — an estimated $82.4K sold.

Belpointe Asset Management first reported a position in VSS in Q4 2022 and held it in 2 quarters. The position peaked at $148K in Q4 2022. 542 funds tracked by Wall St. Rank hold VSS as of Q2 2023.

Belpointe Asset Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 754 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2023, an estimated $82.4K.
Belpointe Asset Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $148K in Q4 2022.
542 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.