LWP
VSS icon

Lumature Wealth Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Lumature Wealth Partners’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
Q1 		– Sell
-76
Closed -$9K – 353
2020
Q4 		$9K Buy
+76
New +$8.6K 0.01% 160

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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
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

Lumature Wealth Partners's VSS Position: Q1 2021 in Review

Lumature Wealth Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2021, closing a stake of 76 shares — an estimated $9K sold.

Lumature Wealth Partners first reported a position in VSS in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 445 funds tracked by Wall St. Rank hold VSS as of Q1 2021.

  • Lumature Wealth Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2021 after selling out during the quarter.
  • Lumature Wealth Partners sold 76 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2021, an estimated $9K.
  • Lumature Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and held it in 1 quarter.
  • Lumature Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $9K in Q4 2020.
  • 445 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2021.

Based on Lumature Wealth Partners's 13F filing for Q1 2021, filed 11 May 2021.