Institutional & Family Asset Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Institutional & Family Asset Management’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
2020 Q3	–	Sell	-8	Closed	-$1K	–	902
2020 Q2	$1K	Buy	+8	New	+$715	﹤0.01%	814

Other funds holding VSS

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Institutional & Family Asset Management's VSS Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2020, closing a stake of 8 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in VSS in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 367 funds tracked by Wall St. Rank hold VSS as of Q3 2020.

Institutional & Family Asset Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 8 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2020, an estimated $1K.
Institutional & Family Asset Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2020 and held it in 1 quarter.
Institutional & Family Asset Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1K in Q2 2020.
367 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.