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

Manchester Financial’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 Q2	–	Sell	-57	Closed	-$7K	–	641
2021 Q1	$7K	Hold	57	–	–	﹤0.01%	499
2020 Q4	$7K	Buy	57 +52	+1,040%	+$5.88K	﹤0.01%	424
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	541
2020 Q2	$0	Hold	5	–	–	﹤0.01%	567
2020 Q1	$0	Hold	5	–	–	﹤0.01%	622
2019 Q4	$1K	Buy	+5	New	+$534	﹤0.01%	540
2019 Q3	–	Sell	-5	Closed	-$1K	–	426
2019 Q2	$1K	Buy	+5	New	+$522	﹤0.01%	491

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Manchester Financial's VSS Position: Q2 2021 in Review

Manchester Financial sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2021, closing a stake of 57 shares — an estimated $7K sold.

Manchester Financial first reported a position in VSS in Q2 2019 and held it in 7 quarters. The position peaked at $7K in Q1 2021. 463 funds tracked by Wall St. Rank hold VSS as of Q2 2021.

Manchester Financial reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 57 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2021, an estimated $7K.
Manchester Financial first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2019 and held it in 7 quarters.
Manchester Financial's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $7K in Q1 2021.
463 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.