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

Moran 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
2024 Q3	–	Sell	-1,805	Closed	-$212K	–	422
2024 Q2	$212K	Sell	1,805 -4,041	-69%	-$474K	0.01%	381
2024 Q1	$683K	Buy	5,846 +1,423	+32%	+$161K	0.02%	315
2023 Q4	$509K	Buy	4,423 +293	+7%	+$31.5K	0.02%	337
2023 Q3	$439K	Buy	4,130 +753	+22%	+$83.6K	0.02%	314
2023 Q2	$373K	Buy	3,377 +480	+17%	+$52.9K	0.01%	325
2023 Q1	$316K	Buy	+2,897	New	+$315K	0.01%	326

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

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

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

MIAS

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Moran Wealth Management's VSS Position: Q3 2024 in Review

Moran Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2024, closing a stake of 1,805 shares — an estimated $212K sold.

Moran Wealth Management first reported a position in VSS in Q1 2023 and held it in 6 quarters. The position peaked at $683K in Q1 2024. 609 funds tracked by Wall St. Rank hold VSS as of Q3 2024.

Moran Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2024 after selling out during the quarter.
Moran Wealth Management sold 1,805 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2024, an estimated $212K.
Moran Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2023 and held it in 6 quarters.
Moran Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $683K in Q1 2024.
609 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2024.

Based on Moran Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.