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Relyea Zuckerberg Hanson’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Relyea Zuckerberg Hanson’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
2020
Q2 		– Sell
-3,097
Closed -$242K – 115
2020
Q1 		$242K Sell
3,097
-2,776
-47% -$276K 0.26% 91
2019
Q4 		$652K Buy
+5,873
New +$627K 0.63% 41

Other funds holding VSS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Relyea Zuckerberg Hanson's VSS Position: Q2 2020 in Review

Relyea Zuckerberg Hanson sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2020, closing a stake of 3,097 shares — an estimated $242K sold.

Relyea Zuckerberg Hanson first reported a position in VSS in Q4 2019 and held it in 2 quarters. The position peaked at $652K in Q4 2019. 359 funds tracked by Wall St. Rank hold VSS as of Q2 2020.

  • Relyea Zuckerberg Hanson reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2020 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 3,097 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2020, an estimated $242K.
  • Relyea Zuckerberg Hanson first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and held it in 2 quarters.
  • Relyea Zuckerberg Hanson's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $652K in Q4 2019.
  • 359 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2020.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2020, filed 13 Jul 2020.