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

Safeguard 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
2023
Q3 		– Sell
-108
Closed -$11K – 545
2023
Q2 		$11K Buy
+108
New +$11.9K 0.01% 334

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Natixis Advisors
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MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
CSIA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Safeguard Financial's VSS Position: Q3 2023 in Review

Safeguard Financial sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2023, closing a stake of 108 shares — an estimated $11K sold.

Safeguard Financial first reported a position in VSS in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 537 funds tracked by Wall St. Rank hold VSS as of Q3 2023.

  • Safeguard Financial reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 108 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2023, an estimated $11K.
  • Safeguard Financial first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $11K in Q2 2023.
  • 537 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.