MWM
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MBE Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

MBE Wealth 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 		– Sell
-333
Closed -$26K – 509
2020
Q1 		$26K Buy
+333
New +$33.1K 0.02% 186

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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MBE Wealth Management's VSS Position: Q2 2020 in Review

MBE Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2020, closing a stake of 333 shares — an estimated $26K sold.

MBE Wealth Management first reported a position in VSS in Q1 2020 and held it in 1 quarter. The position peaked at $26K in Q1 2020. 357 funds tracked by Wall St. Rank hold VSS as of Q2 2020.

  • MBE Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 333 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2020, an estimated $26K.
  • MBE Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $26K in Q1 2020.
  • 357 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2020.

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