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HM Payson & Co’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

HM Payson & Co’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
-34
Closed -$3.61K – 1040
2023
Q3 		$3.61K Buy
34
+6
+21% +$666 ﹤0.01% 898
2023
Q2 		$3.09K Buy
+28
New +$3.09K ﹤0.01% 889

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Natixis Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HM Payson & Co's VSS Position: Q4 2023 in Review

HM Payson & Co sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2023, closing a stake of 34 shares — an estimated $3.61K sold.

HM Payson & Co first reported a position in VSS in Q2 2023 and held it in 2 quarters. The position peaked at $3.61K in Q3 2023. 593 funds tracked by Wall St. Rank hold VSS as of Q4 2023.

  • HM Payson & Co reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2023 after selling out during the quarter.
  • HM Payson & Co sold 34 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2023, an estimated $3.61K.
  • HM Payson & Co first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2023 and held it in 2 quarters.
  • HM Payson & Co's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.61K in Q3 2023.
  • 593 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2023.

Based on HM Payson & Co's 13F filing for Q4 2023, filed 13 Feb 2024.