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

Investmark Advisory Group’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
-474
Closed -$63K – 353
2021
Q4 		$63K Buy
+474
New +$64.1K 0.06% 147

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

Investmark Advisory Group's VSS Position: Q1 2022 in Review

Investmark Advisory Group sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2022, closing a stake of 474 shares — an estimated $63K sold.

Investmark Advisory Group first reported a position in VSS in Q4 2021 and held it in 1 quarter. The position peaked at $63K in Q4 2021. 525 funds tracked by Wall St. Rank hold VSS as of Q1 2022.

  • Investmark Advisory Group reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 474 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2022, an estimated $63K.
  • Investmark Advisory Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $63K in Q4 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 Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.