GI
VSS icon

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

Gradient Investments’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
Q3 		– Sell
-531
Closed -$62.4K – 1272
2024
Q2 		$62.4K Buy
531
+251
+90% +$29.5K ﹤0.01% 466
2024
Q1 		$32.7K Buy
280
+41
+17% +$4.64K ﹤0.01% 473
2023
Q4 		$27.5K Buy
239
+9
+4% +$967 ﹤0.01% 652
2023
Q3 		$24.4K Hold
230
– – ﹤0.01% 640
2023
Q2 		$25.4K Hold
230
– – ﹤0.01% 641
2023
Q1 		$25.1K Hold
230
– – ﹤0.01% 635
2022
Q4 		$23.6K Hold
230
– – ﹤0.01% 663
2022
Q3 		$21K Sell
230
-263
-53% -$27.3K ﹤0.01% 664
2022
Q2 		$51K Buy
493
+263
+114% +$29.8K ﹤0.01% 473
2022
Q1 		$28K Hold
230
– – ﹤0.01% 585
2021
Q4 		$31K Hold
230
– – ﹤0.01% 579
2021
Q3 		$31K Hold
230
– – ﹤0.01% 566
2021
Q2 		$31K Hold
230
– – ﹤0.01% 562
2021
Q1 		$30K Buy
230
+219
+1,991% +$27.7K ﹤0.01% 555
2020
Q4 		$1K Hold
11
– – ﹤0.01% 1099
2020
Q3 		$1K Buy
+11
New +$1.15K ﹤0.01% 1104
2019
Q3 		– Sell
-253
Closed -$27K – 1245
2019
Q2 		$27K Buy
+253
New +$26.4K ﹤0.01% 468
2018
Q3 		– Sell
-97
Closed -$11K – 1066
2018
Q2 		$11K Sell
97
-74
-43% -$8.86K ﹤0.01% 601
2018
Q1 		$20K Buy
171
+165
+2,750% +$19.9K ﹤0.01% 477
2017
Q4 		$1K Buy
+6
New +$699 ﹤0.01% 966
2017
Q1 		– Sell
-61
Closed -$6K – 837
2016
Q4 		$6K Buy
+61
New +$5.84K ﹤0.01% 538

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gradient Investments's VSS Position: Q3 2024 in Review

Gradient Investments sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2024, closing a stake of 531 shares — an estimated $62.4K sold.

Gradient Investments first reported a position in VSS in Q4 2016 and held it in 21 quarters. The position peaked at $62.4K in Q2 2024. 609 funds tracked by Wall St. Rank hold VSS as of Q3 2024.

  • Gradient Investments reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 531 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2024, an estimated $62.4K.
  • Gradient Investments first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2016 and held it in 21 quarters.
  • Gradient Investments's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $62.4K in Q2 2024.
  • 609 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.