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Gladstone Institutional Advisory’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Gladstone Institutional Advisory’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
-1,849
Closed -$229K – 739
2022
Q1 		$229K Buy
+1,849
New +$232K 0.02% 627

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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gladstone Institutional Advisory's VSS Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2022, closing a stake of 1,849 shares — an estimated $229K sold.

Gladstone Institutional Advisory first reported a position in VSS in Q1 2022 and held it in 1 quarter. The position peaked at $229K in Q1 2022. 511 funds tracked by Wall St. Rank hold VSS as of Q2 2022.

  • Gladstone Institutional Advisory reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,849 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2022, an estimated $229K.
  • Gladstone Institutional Advisory first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $229K in Q1 2022.
  • 511 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.