Guidance Point Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Guidance Point Advisors’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
2023 Q4	–	Sell	-2,157	Closed	-$229K	–	73
2023 Q3	$229K	Buy	2,157 +11	+0.5%	+$1.22K	0.09%	66
2023 Q2	$237K	Sell	2,146 -432	-17%	-$47.6K	0.09%	69
2023 Q1	$282K	Hold	2,578	–	–	0.11%	63
2022 Q4	$265K	Buy	2,578 +46	+2%	+$4.63K	0.11%	65
2022 Q3	$235K	Buy	2,532 +4	+0.2%	+$416	0.11%	74
2022 Q2	$260K	Buy	2,528 +9	+0.4%	+$1.02K	0.11%	72
2022 Q1	$312K	Hold	2,519	–	–	0.12%	72
2021 Q4	$337K	Buy	2,519 +48	+2%	+$6.49K	0.12%	62
2021 Q3	$330K	Buy	2,471 +10	+0.4%	+$1.38K	0.12%	64
2021 Q2	$335K	Buy	2,461 +10	+0.4%	+$1.35K	0.13%	66
2021 Q1	$314K	Hold	2,451	–	–	0.13%	68
2020 Q4	$298K	Buy	2,451 +62	+3%	+$7.01K	0.14%	62
2020 Q3	$251K	Buy	2,389 +60	+3%	+$6.25K	0.14%	64
2020 Q2	$225K	Buy	+2,329	New	+$208K	0.13%	65

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

Guidance Point Advisors's VSS Position: Q4 2023 in Review

Guidance Point Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2023, closing a stake of 2,157 shares — an estimated $229K sold.

Guidance Point Advisors first reported a position in VSS in Q2 2020 and held it in 14 quarters. The position peaked at $337K in Q4 2021. 593 funds tracked by Wall St. Rank hold VSS as of Q4 2023.

Guidance Point Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2023 after selling out during the quarter.
Guidance Point Advisors sold 2,157 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2023, an estimated $229K.
Guidance Point Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2020 and held it in 14 quarters.
Guidance Point Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $337K in Q4 2021.
593 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2023.

Based on Guidance Point Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.