NHFG
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New Harbor Financial Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

New Harbor Financial Group’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
2016
Q3 		$4K Buy
50
+26
+108% +$2.53K ﹤0.01% 84
2016
Q2 		$2K Buy
+24
New +$2.27K ﹤0.01% 97

Other funds holding VSS

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

New Harbor Financial Group's VSS Position: Q3 2016 in Review

New Harbor Financial Group increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 108% in Q3 2016, buying an estimated $2.53K and bringing the position to 50 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #84.

New Harbor Financial Group first reported a position in VSS in Q2 2016 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold VSS as of Q3 2016.

  • New Harbor Financial Group held 50 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4K as of Q3 2016.
  • New Harbor Financial Group bought 26 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2016, an estimated $2.53K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of New Harbor Financial Group's portfolio in Q3 2016, its #84 holding.
  • New Harbor Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2016 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2016.

Based on New Harbor Financial Group's 13F filing for Q3 2016, filed 13 Oct 2016.