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

FourThought Financial’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 Q2	–	Sell	-281	Closed	-$35K	–	1566
2022 Q1	$35K	Buy	281 +278	+9,267%	+$34.9K	﹤0.01%	766
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1586
2021 Q3	$1K	Buy	+3	New	+$413	﹤0.01%	1520

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

CSIA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

TAIM

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

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

FourThought Financial's VSS Position: Q2 2022 in Review

FourThought Financial sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2022, closing a stake of 281 shares — an estimated $35K sold.

FourThought Financial first reported a position in VSS in Q3 2021 and held it in 3 quarters. The position peaked at $35K in Q1 2022. 512 funds tracked by Wall St. Rank hold VSS as of Q2 2022.

FourThought Financial reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2022 after selling out during the quarter.
FourThought Financial sold 281 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2022, an estimated $35K.
FourThought Financial first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2021 and held it in 3 quarters.
FourThought Financial's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $35K in Q1 2022.
512 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2022.

Based on FourThought Financial's 13F filing for Q2 2022, filed 12 Aug 2022.