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Capital Performance Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-32
Closed -$4.03K – 2641
2024
Q3 		$4.03K Buy
+32
New +$3.86K ﹤0.01% 1204

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capital Performance Advisors's VSS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2024, closing a stake of 32 shares — an estimated $4.03K sold.

Capital Performance Advisors first reported a position in VSS in Q3 2024 and held it in 1 quarter. The position peaked at $4.03K in Q3 2024. 633 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 32 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2024, an estimated $4.03K.
  • Capital Performance Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4.03K in Q3 2024.
  • 633 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.