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

IAM 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
2021
Q3 		– Sell
-2,539
Closed -$346K – 109
2021
Q2 		$346K Buy
+2,539
New +$344K 0.05% 34

Other funds holding VSS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IAM Advisory's VSS Position: Q3 2021 in Review

IAM Advisory sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2021, closing a stake of 2,539 shares — an estimated $346K sold.

IAM Advisory first reported a position in VSS in Q2 2021 and held it in 1 quarter. The position peaked at $346K in Q2 2021. 482 funds tracked by Wall St. Rank hold VSS as of Q3 2021.

  • IAM Advisory reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 2,539 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2021, an estimated $346K.
  • IAM Advisory first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $346K in Q2 2021.
  • 482 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.