New York Life Investment Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

New York Life Investment 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
2023 Q1	–	Sell	-10,955	Closed	-$1.13M	–	1404
2022 Q4	$1.13M	Buy	+10,955	New	+$1.1M	0.01%	614

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

MIAS

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

New York Life Investment Management's VSS Position: Q1 2023 in Review

New York Life Investment Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2023, closing a stake of 10,955 shares — an estimated $1.13M sold.

New York Life Investment Management first reported a position in VSS in Q4 2022 and held it in 1 quarter. The position peaked at $1.13M in Q4 2022. 525 funds tracked by Wall St. Rank hold VSS as of Q1 2023.

New York Life Investment Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2023 after selling out during the quarter.
New York Life Investment Management sold 10,955 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2023, an estimated $1.13M.
New York Life Investment Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and held it in 1 quarter.
New York Life Investment Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.13M in Q4 2022.
525 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.