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

Family 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
Q1 		– Sell
-2,579
Closed -$265K – 178
2022
Q4 		$265K Buy
+2,579
New +$259K 0.06% 119

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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Natixis Advisors
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Family Management's VSS Position: Q1 2023 in Review

Family Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2023, closing a stake of 2,579 shares — an estimated $265K sold.

Family Management first reported a position in VSS in Q4 2022 and held it in 1 quarter. The position peaked at $265K in Q4 2022. 523 funds tracked by Wall St. Rank hold VSS as of Q1 2023.

  • Family Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2023 after selling out during the quarter.
  • Family Management sold 2,579 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2023, an estimated $265K.
  • Family Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and held it in 1 quarter.
  • Family Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $265K in Q4 2022.
  • 523 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2023.

Based on Family Management's 13F filing for Q1 2023, filed 15 May 2023.