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

Insight 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
2022
Q1 		– Sell
-1,570
Closed -$210K – 351
2021
Q4 		$210K Hold
1,570
– – 0.06% 292
2021
Q3 		$219K Hold
1,570
– – 0.07% 283
2021
Q2 		$217K Hold
1,570
– – 0.07% 287
2021
Q1 		$210K Buy
+1,570
New +$199K 0.07% 309

Other funds holding VSS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Insight Advisors's VSS Position: Q1 2022 in Review

Insight Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2022, closing a stake of 1,570 shares — an estimated $210K sold.

Insight Advisors first reported a position in VSS in Q1 2021 and held it in 4 quarters. The position peaked at $219K in Q3 2021. 525 funds tracked by Wall St. Rank hold VSS as of Q1 2022.

  • Insight Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2022 after selling out during the quarter.
  • Insight Advisors sold 1,570 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2022, an estimated $210K.
  • Insight Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and held it in 4 quarters.
  • Insight Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $219K in Q3 2021.
  • 525 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2022.

Based on Insight Advisors's 13F filing for Q1 2022, filed 13 May 2022.