Foster Dykema Cabot & Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Foster Dykema Cabot & Partners’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 Q4	–	Sell	-155	Closed	-$19.5K	–	507
2024 Q3	$19.5K	Buy	+155	New	+$18.7K	﹤0.01%	318
2024 Q2	–	Sell	-700	Closed	-$81.8K	–	352
2024 Q1	$81.8K	Buy	700 +672	+2,400%	+$76K	0.01%	155
2023 Q4	$3.22K	Buy	+28	New	+$3.01K	﹤0.01%	244

Other funds holding VSS

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

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

Foster Dykema Cabot & Partners's VSS Position: Q4 2024 in Review

Foster Dykema Cabot & Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2024, closing a stake of 155 shares — an estimated $19.5K sold.

Foster Dykema Cabot & Partners first reported a position in VSS in Q4 2023 and held it in 3 quarters. The position peaked at $81.8K in Q1 2024. 633 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

Foster Dykema Cabot & Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2024 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 155 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2024, an estimated $19.5K.
Foster Dykema Cabot & Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and held it in 3 quarters.
Foster Dykema Cabot & Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $81.8K in Q1 2024.
633 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2024, filed 13 Feb 2025.