Lugano Financial Advisors SA (LFA)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q1	–	Sell	-200	Closed	-$23K	–	186
2023 Q4	$23K	Buy	200 +130	+186%	+$14K	0.02%	138
2023 Q3	$7.43K	Buy	+70	New	+$7.77K	0.01%	160

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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 $71.6B AUM 21.08% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s VSS Position: Q1 2024 in Review

Lugano Financial Advisors SA (LFA) sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2024, closing a stake of 200 shares — an estimated $23K sold.

Lugano Financial Advisors SA (LFA) first reported a position in VSS in Q3 2023 and held it in 2 quarters. The position peaked at $23K in Q4 2023. 582 funds tracked by Wall St. Rank hold VSS as of Q1 2024.

Lugano Financial Advisors SA (LFA) reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2024 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 200 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2024, an estimated $23K.
Lugano Financial Advisors SA (LFA) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2023 and held it in 2 quarters.
Lugano Financial Advisors SA (LFA)'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $23K in Q4 2023.
582 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2024.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2024, filed 3 May 2024.