Kelly Financial Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-59	Closed	-$6.93K	–	740
2024 Q2	$6.93K	Hold	59	–	–	﹤0.01%	460
2024 Q1	$6.84K	Hold	59	–	–	﹤0.01%	470
2023 Q4	$6.73K	Buy	59 +3	+5%	+$322	﹤0.01%	439
2023 Q3	$6K	Hold	56	–	–	﹤0.01%	436
2023 Q2	$6.21K	Buy	56 +52	+1,300%	+$5.73K	﹤0.01%	421
2023 Q1	$404	Sell	4 -44	-92%	-$4.78K	﹤0.01%	641
2022 Q4	$4.92K	Buy	48 +42	+700%	+$4.22K	﹤0.01%	404
2022 Q3	$558	Buy	+6	New	+$624	﹤0.01%	605

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Kelly Financial Services's VSS Position: Q3 2024 in Review

Kelly Financial Services sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2024, closing a stake of 59 shares — an estimated $6.93K sold.

Kelly Financial Services first reported a position in VSS in Q3 2022 and held it in 8 quarters. The position peaked at $6.93K in Q2 2024. 609 funds tracked by Wall St. Rank hold VSS as of Q3 2024.

Kelly Financial Services reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 59 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2024, an estimated $6.93K.
Kelly Financial Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2022 and held it in 8 quarters.
Kelly Financial Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $6.93K in Q2 2024.
609 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.