Investors Asset Management of Georgia’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Investors Asset Management of Georgia’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 Q4	–	Sell	-151	Closed	-$14K	–	512
2022 Q3	$14K	Hold	151	–	–	0.01%	437
2022 Q2	$16K	Buy	+151	New	+$17.1K	0.01%	362

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investors Asset Management of Georgia's VSS Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2022, closing a stake of 151 shares — an estimated $14K sold.

Investors Asset Management of Georgia first reported a position in VSS in Q2 2022 and held it in 2 quarters. The position peaked at $16K in Q2 2022. 533 funds tracked by Wall St. Rank hold VSS as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 151 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2022, an estimated $14K.
Investors Asset Management of Georgia first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2022 and held it in 2 quarters.
Investors Asset Management of Georgia's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $16K in Q2 2022.
533 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.