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

Kings Point 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
2022
Q1 		$12K Sell
94
-757
-89% -$95K ﹤0.01% 556
2021
Q4 		$114K Buy
851
+757
+805% +$102K 0.01% 283
2021
Q3 		$13K Hold
94
– – ﹤0.01% 541
2021
Q2 		$13K Hold
94
– – ﹤0.01% 517
2021
Q1 		$12K Hold
94
– – ﹤0.01% 520
2020
Q4 		$11K Buy
+94
New +$10.6K ﹤0.01% 492

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

Kings Point Capital Management's VSS Position: Q1 2022 in Review

Kings Point Capital Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 89% in Q1 2022, selling an estimated $95K and leaving 94 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Kings Point Capital Management first reported a position in VSS in Q4 2020 and has held it in 6 quarters since. The position peaked at $114K in Q4 2021. 525 funds tracked by Wall St. Rank hold VSS as of Q1 2022.

  • Kings Point Capital Management held 94 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $12K as of Q1 2022.
  • Kings Point Capital Management sold 757 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2022, an estimated $95K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #556 holding.
  • Kings Point Capital Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and has held it in 6 quarters since.
  • Kings Point Capital Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $114K 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 Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.