First Manhattan’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

First Manhattan’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
2021 Q1	–	Sell	-430	Closed	-$52K	–	1566
2020 Q4	$52K	Hold	430	–	–	﹤0.01%	900
2020 Q3	$45K	Hold	430	–	–	﹤0.01%	895
2020 Q2	$41K	Hold	430	–	–	﹤0.01%	908
2020 Q1	$33K	Buy	+430	New	+$42.8K	﹤0.01%	930

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

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 $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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MFM

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

First Manhattan's VSS Position: Q1 2021 in Review

First Manhattan sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2021, closing a stake of 430 shares — an estimated $52K sold.

First Manhattan first reported a position in VSS in Q1 2020 and held it in 4 quarters. The position peaked at $52K in Q4 2020. 445 funds tracked by Wall St. Rank hold VSS as of Q1 2021.

First Manhattan reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2021 after selling out during the quarter.
First Manhattan sold 430 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2021, an estimated $52K.
First Manhattan first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2020 and held it in 4 quarters.
First Manhattan's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $52K in Q4 2020.
445 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2021.

Based on First Manhattan's 13F filing for Q1 2021, filed 14 May 2021.