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

Founders Financial Securities’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
2020 Q3	–	Sell	-27,304	Closed	-$2.64M	–	203
2020 Q2	$2.64M	Buy	+27,304	New	+$2.44M	0.85%	32
2020 Q1	–	Sell	-21,571	Closed	-$2.4M	–	154
2019 Q4	$2.4M	Sell	21,571 -470	-2%	-$50.2K	0.81%	32
2019 Q3	$2.25M	Sell	22,041 -20,924	-49%	-$2.15M	0.72%	34
2019 Q2	$4.52M	Sell	42,965 -540	-1%	-$56.3K	1.49%	22
2019 Q1	$4.53M	Buy	+43,505	New	+$4.43M	1.44%	20

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

MFM

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

TAIM

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

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

CSIA

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Founders Financial Securities's VSS Position: Q3 2020 in Review

Founders Financial Securities sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2020, closing a stake of 27,304 shares — an estimated $2.64M sold.

Founders Financial Securities first reported a position in VSS in Q1 2019 and held it in 5 quarters. The position peaked at $4.53M in Q1 2019. 367 funds tracked by Wall St. Rank hold VSS as of Q3 2020.

Founders Financial Securities reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2020 after selling out during the quarter.
Founders Financial Securities sold 27,304 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2020, an estimated $2.64M.
Founders Financial Securities first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2019 and held it in 5 quarters.
Founders Financial Securities's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4.53M in Q1 2019.
367 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2020.

Based on Founders Financial Securities's 13F filing for Q3 2020, filed 16 Nov 2020.