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

Choate Investment 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	-19,565	Closed	-$2.46M	–	417
2024 Q3	$2.46M	Hold	19,565	–	–	0.06%	120
2024 Q2	$2.3M	Sell	19,565 -580	-3%	-$68.1K	0.06%	124
2024 Q1	$2.35M	Buy	+20,145	New	+$2.28M	0.06%	130
2021 Q3	–	Sell	-33	Closed	-$5K	–	347
2021 Q2	$5K	Buy	+33	New	+$4.47K	﹤0.01%	329
2019 Q2	–	Sell	-2,925	Closed	-$305K	–	238
2019 Q1	$305K	Buy	2,925 +410	+16%	+$41.7K	0.02%	202
2018 Q4	$238K	Buy	+2,515	New	+$255K	0.02%	201
2018 Q3	–	Sell	-6,937	Closed	-$801K	–	225
2018 Q2	$801K	Sell	6,937 -7,488	-52%	-$897K	0.05%	130
2018 Q1	$1.72M	Sell	14,425 -117	-0.8%	-$14.1K	0.09%	86
2017 Q4	$1.73M	Sell	14,542 -15	-0.1%	-$1.75K	0.09%	93
2017 Q3	$1.67M	Hold	14,557	–	–	0.09%	92
2017 Q2	$1.57M	Sell	14,557 -615	-4%	-$65.4K	0.09%	89
2017 Q1	$1.56M	Sell	15,172 -232	-2%	-$23.1K	0.09%	90
2016 Q4	$1.45M	Sell	15,404 -2,299	-13%	-$220K	0.09%	87
2016 Q3	$1.76M	Sell	17,703 -5,832	-25%	-$567K	0.12%	84
2016 Q2	$2.19M	Sell	23,535 -1,276	-5%	-$121K	0.15%	72
2016 Q1	$2.32M	Sell	24,811 -37,352	-60%	-$3.28M	0.16%	72
2015 Q4	$5.92M	Buy	62,163 +26,874	+76%	+$2.54M	0.43%	35
2015 Q3	$3.2M	Sell	35,289 -9,814	-22%	-$940K	0.22%	56
2015 Q2	$4.6M	Sell	45,103 -10,945	-20%	-$1.14M	0.27%	39
2015 Q1	$5.56M	Sell	56,048 -7,440	-12%	-$725K	0.32%	34
2014 Q4	$6.05M	Sell	63,488 -7,763	-11%	-$761K	0.36%	35
2014 Q3	$7.28M	Sell	71,251 -9,706	-12%	-$1.05M	0.44%	27
2014 Q2	$9M	Sell	80,957 -25,135	-24%	-$2.73M	0.53%	22
2014 Q1	$11.3M	Sell	106,092 -21,971	-17%	-$2.29M	0.7%	21
2013 Q4	$13.2M	Sell	128,063 -41,332	-24%	-$4.19M	0.86%	19
2013 Q3	$16.9M	Sell	169,395 -91,106	-35%	-$8.7M	1.25%	15
2013 Q2	$23.2M	Buy	+260,501	New	+$24.5M	1.86%	10

Other funds holding VSS

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

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

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Choate Investment Advisors's VSS Position: Q4 2024 in Review

Choate Investment Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2024, closing a stake of 19,565 shares — an estimated $2.46M sold.

Choate Investment Advisors first reported a position in VSS in Q2 2013 and held it in 27 quarters. The position peaked at $23.2M in Q2 2013. 634 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

Choate Investment 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.
Choate Investment Advisors sold 19,565 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2024, an estimated $2.46M.
Choate Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2013 and held it in 27 quarters.
Choate Investment Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $23.2M in Q2 2013.
634 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Choate Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.