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Intelligence Driven Advisers’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Intelligence Driven Advisers’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
-10,209
Closed -$986K – 105
2020
Q2 		$986K Buy
10,209
+1,963
+24% +$175K 0.35% 45
2020
Q1 		$645K Buy
+8,246
New +$820K 0.3% 48

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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Intelligence Driven Advisers's VSS Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2020, closing a stake of 10,209 shares — an estimated $986K sold.

Intelligence Driven Advisers first reported a position in VSS in Q1 2020 and held it in 2 quarters. The position peaked at $986K in Q2 2020. 367 funds tracked by Wall St. Rank hold VSS as of Q3 2020.

  • Intelligence Driven Advisers reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2020 after selling out during the quarter.
  • Intelligence Driven Advisers sold 10,209 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2020, an estimated $986K.
  • Intelligence Driven Advisers first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2020 and held it in 2 quarters.
  • Intelligence Driven Advisers's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $986K 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 Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.