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

Clear Harbor 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
2020 Q4	–	Sell	-9	Closed	-$948	–	721
2020 Q3	$948	Buy	+9	New	+$938	﹤0.01%	765
2020 Q1	–	Sell	-9	Closed	-$1K	–	680
2019 Q4	$1K	Buy	+9	New	+$961	﹤0.01%	760

Other funds holding VSS

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

MIAS

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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Clear Harbor Asset Management's VSS Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2020, closing a stake of 9 shares — an estimated $948 sold.

Clear Harbor Asset Management first reported a position in VSS in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 415 funds tracked by Wall St. Rank hold VSS as of Q4 2020.

Clear Harbor Asset Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 9 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2020, an estimated $948.
Clear Harbor Asset Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and held it in 2 quarters.
Clear Harbor Asset Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1K in Q4 2019.
415 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.