Financial Synergies Wealth Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Financial Synergies Wealth 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 Q2	–	Sell	-19	Closed	-$2.22K	–	467
2024 Q1	$2.22K	Buy	+19	New	+$2.15K	﹤0.01%	313
2023 Q4	–	Sell	-19	Closed	-$2.02K	–	548
2023 Q3	$2.02K	Hold	19	–	–	﹤0.01%	301
2023 Q2	$2.1K	Buy	+19	New	+$2.09K	﹤0.01%	293

Other funds holding VSS

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

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's VSS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2024, closing a stake of 19 shares — an estimated $2.22K sold.

Financial Synergies Wealth Advisors first reported a position in VSS in Q2 2023 and held it in 3 quarters. The position peaked at $2.22K in Q1 2024. 581 funds tracked by Wall St. Rank hold VSS as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 19 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2024, an estimated $2.22K.
Financial Synergies Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2023 and held it in 3 quarters.
Financial Synergies Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.22K in Q1 2024.
581 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.