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Focus Financial Network’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Focus Financial Network’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
Q4 		– Sell
-2,346
Closed -$218K – 507
2022
Q3 		$218K Sell
2,346
-1,646
-41% -$171K 0.02% 443
2022
Q2 		$412K Buy
3,992
+38
+1% +$4.31K 0.03% 314
2022
Q1 		$490K Buy
+3,954
New +$496K 0.03% 307

Other funds holding VSS

Jones Financial Companies
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Financial Network's VSS Position: Q4 2022 in Review

Focus Financial Network sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2022, closing a stake of 2,346 shares — an estimated $218K sold.

Focus Financial Network first reported a position in VSS in Q1 2022 and held it in 3 quarters. The position peaked at $490K in Q1 2022. 532 funds tracked by Wall St. Rank hold VSS as of Q4 2022.

  • Focus Financial Network reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2022 after selling out during the quarter.
  • Focus Financial Network sold 2,346 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2022, an estimated $218K.
  • Focus Financial Network first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and held it in 3 quarters.
  • Focus Financial Network's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $490K in Q1 2022.
  • 532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2022.

Based on Focus Financial Network's 13F filing for Q4 2022, filed 24 Jul 2024.