Private Portfolio Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Private Portfolio Partners’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	$1.52M	Sell	13,260 -521	-4%	-$62.6K	0.28%	62
2024 Q3	$1.74M	Buy	+13,781	New	+$1.66M	0.33%	57
2024 Q2	–	Sell	-14,212	Closed	-$1.66M	–	265
2024 Q1	$1.66M	Buy	14,212 +200	+1%	+$22.6K	0.35%	55
2023 Q4	$1.61M	Hold	14,012	–	–	0.37%	50
2023 Q3	$1.49M	Sell	14,012 -200	-1%	-$22.2K	0.39%	52
2023 Q2	$1.57M	Sell	14,212 -22	-0.2%	-$2.42K	0.4%	53
2023 Q1	$1.55M	Buy	14,234 +127	+0.9%	+$13.8K	0.42%	51
2022 Q4	$1.45M	Sell	14,107 -107	-0.8%	-$10.8K	0.38%	58
2022 Q3	$1.32M	Sell	14,214 -69	-0.5%	-$7.17K	0.38%	59
2022 Q2	$1.47M	Sell	14,283 -138	-1%	-$15.7K	0.41%	55
2022 Q1	$1.79M	Buy	14,421 +734	+5%	+$92.1K	0.44%	48
2021 Q4	$1.83M	Buy	13,687 +629	+5%	+$85.1K	0.47%	49
2021 Q3	$1.75M	Buy	13,058 +150	+1%	+$20.6K	0.5%	45
2021 Q2	$1.76M	Buy	12,908 +230	+2%	+$31.1K	0.51%	47
2021 Q1	$1.63M	Buy	12,678 +1,310	+12%	+$166K	0.53%	47
2020 Q4	$1.39M	Sell	11,368 -150	-1%	-$17K	0.49%	49
2020 Q3	$1.21M	Buy	11,518 +166	+1%	+$17.3K	0.49%	46
2020 Q2	$1.1M	Sell	11,352 -4,348	-28%	-$388K	0.51%	49
2020 Q1	$1.23M	Sell	15,700 -375	-2%	-$37.3K	0.65%	39
2019 Q4	$1.79M	Buy	16,075 +2	+0%	+$213	0.77%	33
2019 Q3	$1.64M	Sell	16,073 -54	-0.3%	-$5.54K	0.77%	36
2019 Q2	$1.7M	Buy	16,127 +1,927	+14%	+$201K	0.73%	37
2019 Q1	$1.48M	Buy	14,200 +629	+5%	+$64K	0.78%	34
2018 Q4	$1.28M	Buy	+13,571	New	+$1.38M	0.79%	35

Other funds holding VSS

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Private Portfolio Partners's VSS Position: Q4 2024 in Review

Private Portfolio Partners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3.8% in Q4 2024, selling an estimated $62.6K and leaving 13,260 shares worth $1.52M. The position accounts for 0.28% of the portfolio, ranked #62.

Private Portfolio Partners first reported a position in VSS in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.83M in Q4 2021. 633 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

Private Portfolio Partners held 13,260 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.52M as of Q4 2024.
Private Portfolio Partners sold 521 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2024, an estimated $62.6K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.28% of Private Portfolio Partners's portfolio in Q4 2024, its #62 holding.
Private Portfolio Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and has held it in 24 quarters since.
Private Portfolio Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.83M in Q4 2021.
633 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.