Mach-1 Financial Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Mach-1 Financial Group’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 Q4	–	Sell	-20	Closed	-$1K	–	460
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	382
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	369
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	186
2021 Q4	$2K	Buy	+20	New	+$2.71K	﹤0.01%	219

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

Mach-1 Financial Group's VSS Position: Q4 2022 in Review

Mach-1 Financial Group sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Mach-1 Financial Group first reported a position in VSS in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 532 funds tracked by Wall St. Rank hold VSS as of Q4 2022.

Mach-1 Financial Group reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2022 after selling out during the quarter.
Mach-1 Financial Group sold 20 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2022, an estimated $1K.
Mach-1 Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and held it in 4 quarters.
Mach-1 Financial Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2K in Q2 2022.
532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.