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Macroview Investment Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Macroview Investment 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
2018
Q4 		– Sell
-60
Closed -$7K – 387
2018
Q3 		$7K Sell
60
-11
-15% -$1.25K 0.02% 145
2018
Q2 		$8K Hold
71
– – 0.03% 134
2018
Q1 		$8K Buy
+71
New +$8.58K 0.03% 123

Other funds holding VSS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Macroview Investment Management's VSS Position: Q4 2018 in Review

Macroview Investment Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2018, closing a stake of 60 shares — an estimated $7K sold.

Macroview Investment Management first reported a position in VSS in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2018. 340 funds tracked by Wall St. Rank hold VSS as of Q4 2018.

  • Macroview Investment Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2018 after selling out during the quarter.
  • Macroview Investment Management sold 60 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2018, an estimated $7K.
  • Macroview Investment Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2018 and held it in 3 quarters.
  • Macroview Investment Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $8K in Q2 2018.
  • 340 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2018.

Based on Macroview Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.