People's United Financial’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

People's United Financial’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
2022 Q1	$3.07M	Sell	24,802 -3,336	-12%	-$419K	0.09%	173
2021 Q4	$3.77M	Buy	28,138 +204	+0.7%	+$27.6K	0.09%	172
2021 Q3	$3.73M	Buy	27,934 +949	+4%	+$131K	0.08%	181
2021 Q2	$3.68M	Sell	26,985 -103	-0.4%	-$13.9K	0.08%	184
2021 Q1	$3.48M	Buy	27,088 +1,146	+4%	+$145K	0.08%	180
2020 Q4	$3.16M	Buy	25,942 +16	+0.1%	+$1.81K	0.08%	176
2020 Q3	$2.73M	Sell	25,926 -412	-2%	-$42.9K	0.08%	171
2020 Q2	$2.54M	Buy	26,338 +3,656	+16%	+$327K	0.07%	172
2020 Q1	$1.77M	Sell	22,682 -3,882	-15%	-$386K	0.06%	196
2019 Q4	$2.95M	Buy	26,564 +338	+1%	+$36.1K	0.08%	190
2019 Q3	$2.67M	Sell	26,226 -1,504	-5%	-$154K	0.08%	206
2019 Q2	$2.92M	Buy	27,730 +25,708	+1,271%	+$2.68M	0.08%	198
2019 Q1	$211K	Buy	+2,022	New	+$206K	0.01%	674
2018 Q4	–	Sell	-1,913	Closed	-$208K	–	780
2018 Q3	$208K	Buy	+1,913	New	+$218K	0.01%	712

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

People's United Financial's VSS Position: Q1 2022 in Review

People's United Financial reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 12% in Q1 2022, selling an estimated $419K and leaving 24,802 shares worth $3.07M. The position accounts for 0.09% of the portfolio, ranked #173.

People's United Financial first reported a position in VSS in Q3 2018 and has held it in 14 quarters since. The position peaked at $3.77M in Q4 2021. 526 funds tracked by Wall St. Rank hold VSS as of Q1 2022.

People's United Financial held 24,802 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.07M as of Q1 2022.
People's United Financial sold 3,336 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2022, an estimated $419K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.09% of People's United Financial's portfolio in Q1 2022, its #173 holding.
People's United Financial first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2018 and has held it in 14 quarters since.
People's United Financial's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.77M in Q4 2021.
526 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.