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

Sanctuary Wealth 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 		$4.01K Hold
35
– – ﹤0.01% 207
2024
Q3 		$4.41K Sell
35
-15
-30% -$1.81K ﹤0.01% 203
2024
Q2 		$5.88K Buy
+50
New +$5.87K ﹤0.01% 172

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanctuary Wealth Management's VSS Position: Q4 2024 in Review

Sanctuary Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q4 2024 at 35 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Sanctuary Wealth Management first reported a position in VSS in Q2 2024 and has held it in 3 quarters since. The position peaked at $5.88K in Q2 2024. 633 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

  • Sanctuary Wealth Management held 35 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.01K as of Q4 2024.
  • Sanctuary Wealth Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q4 2024.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #207 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2024 and has held it in 3 quarters since.
  • Sanctuary Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $5.88K in Q2 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 Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.