Financial Advocates Investment Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Financial Advocates Investment 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
2022 Q3	–	Sell	-9,625	Closed	-$993K	–	839
2022 Q2	$993K	Sell	9,625 -344	-3%	-$39K	0.08%	273
2022 Q1	$1.24M	Buy	+9,969	New	+$1.25M	0.08%	261
2021 Q4	–	Sell	-3,088	Closed	-$413K	–	819
2021 Q3	$413K	Buy	+3,088	New	+$425K	0.03%	518
2018 Q1	–	Sell	-2,025	Closed	-$241K	–	540
2017 Q4	$241K	Buy	+2,025	New	+$236K	0.03%	410

Other funds holding VSS

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

PCA

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

CSIA

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

MIAS

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's VSS Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2022, closing a stake of 9,625 shares — an estimated $993K sold.

Financial Advocates Investment Management first reported a position in VSS in Q4 2017 and held it in 4 quarters. The position peaked at $1.24M in Q1 2022. 496 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

Financial Advocates Investment Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 9,625 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2022, an estimated $993K.
Financial Advocates Investment Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2017 and held it in 4 quarters.
Financial Advocates Investment Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.24M in Q1 2022.
496 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.