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

Phillips Financial 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
Q4 		– Sell
-97
Closed -$12.2K – 277
2024
Q3 		$12.2K Buy
+97
New +$11.7K ﹤0.01% 252

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MIAS
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Charles Schwab
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1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Phillips Financial Management's VSS Position: Q4 2024 in Review

Phillips Financial Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2024, closing a stake of 97 shares — an estimated $12.2K sold.

Phillips Financial Management first reported a position in VSS in Q3 2024 and held it in 1 quarter. The position peaked at $12.2K in Q3 2024. 633 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

  • Phillips Financial Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2024 after selling out during the quarter.
  • Phillips Financial Management sold 97 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2024, an estimated $12.2K.
  • Phillips Financial Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and held it in 1 quarter.
  • Phillips Financial Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $12.2K in Q3 2024.
  • 633 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Phillips Financial Management's 13F filing for Q4 2024, filed 10 Feb 2025.