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

Gratus Capital’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
2021
Q1 		– Sell
-2,936
Closed -$358K – 200
2020
Q4 		$358K Buy
+2,936
New +$332K 0.05% 141

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Commonwealth Equity Services
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TAIM
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CSIA
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Fidelity Investments
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Envestnet Asset Management
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MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Gratus Capital's VSS Position: Q1 2021 in Review

Gratus Capital sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2021, closing a stake of 2,936 shares — an estimated $358K sold.

Gratus Capital first reported a position in VSS in Q4 2020 and held it in 1 quarter. The position peaked at $358K in Q4 2020. 445 funds tracked by Wall St. Rank hold VSS as of Q1 2021.

  • Gratus Capital reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2021 after selling out during the quarter.
  • Gratus Capital sold 2,936 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2021, an estimated $358K.
  • Gratus Capital first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and held it in 1 quarter.
  • Gratus Capital's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $358K in Q4 2020.
  • 445 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2021.

Based on Gratus Capital's 13F filing for Q1 2021, filed 4 May 2021.