Karp Capital Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Karp Capital 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
2021 Q4	–	Sell	-9,439	Closed	-$1.26M	–	183
2021 Q3	$1.26M	Buy	9,439 +710	+8%	+$97.7K	0.18%	95
2021 Q2	$1.19M	Buy	8,729 +902	+12%	+$122K	0.18%	97
2021 Q1	$1M	Buy	+7,827	New	+$992K	0.18%	87
2015 Q4	–	Sell	-34	Closed	-$3K	–	287
2015 Q3	$3K	Buy	+34	New	+$3.26K	﹤0.01%	315
2015 Q2	–	Sell	-34	Closed	-$3K	–	392
2015 Q1	$3K	Hold	34	–	–	﹤0.01%	324
2014 Q4	$3K	Buy	+34	New	+$3.33K	﹤0.01%	323

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

MIAS

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Karp Capital Management's VSS Position: Q4 2021 in Review

Karp Capital Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2021, closing a stake of 9,439 shares — an estimated $1.26M sold.

Karp Capital Management first reported a position in VSS in Q4 2014 and held it in 6 quarters. The position peaked at $1.26M in Q3 2021. 532 funds tracked by Wall St. Rank hold VSS as of Q4 2021.

Karp Capital Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2021 after selling out during the quarter.
Karp Capital Management sold 9,439 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2021, an estimated $1.26M.
Karp Capital Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2014 and held it in 6 quarters.
Karp Capital Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.26M in Q3 2021.
532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2021.

Based on Karp Capital Management's 13F filing for Q4 2021, filed 4 Feb 2022.