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

Maxim Capital 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
2020 Q2	$299K	Hold	2,904	–	–	0.27%	36
2020 Q1	$227K	Sell	2,904 -166	-5%	-$16.5K	0.24%	36
2019 Q4	$291K	Buy	3,070 +1,000	+48%	+$107K	0.3%	23
2019 Q3	$211K	Hold	2,070	–	–	0.19%	26
2019 Q2	$218K	Sell	2,070 -864	-29%	-$90.2K	0.2%	26
2019 Q1	$306K	Sell	2,934 -136	-4%	-$13.8K	0.29%	23
2018 Q4	$291K	Buy	+3,070	New	+$311K	0.3%	23

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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Maxim Capital Management's VSS Position: Q2 2020 in Review

Maxim Capital Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2020 at 2,904 shares worth $299K. The position accounts for 0.27% of the portfolio, ranked #36.

Maxim Capital Management first reported a position in VSS in Q4 2018 and has held it in 7 quarters since. The position peaked at $306K in Q1 2019. 357 funds tracked by Wall St. Rank hold VSS as of Q2 2020.

Maxim Capital Management held 2,904 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $299K as of Q2 2020.
Maxim Capital Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2020.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.27% of Maxim Capital Management's portfolio in Q2 2020, its #36 holding.
Maxim Capital Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $306K in Q1 2019.
357 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.