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

Stearns Financial Services Group’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
Q3 		$1.43M Sell
13,582
-248
-2% -$25.8K 0.22% 42
2020
Q2 		$1.34M Buy
13,830
+4,807
+53% +$429K 0.21% 47
2020
Q1 		$706K Buy
+9,023
New +$898K 0.13% 68

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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stearns Financial Services Group's VSS Position: Q3 2020 in Review

Stearns Financial Services Group reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.8% in Q3 2020, selling an estimated $25.8K and leaving 13,582 shares worth $1.43M. The position accounts for 0.22% of the portfolio, ranked #42.

Stearns Financial Services Group first reported a position in VSS in Q1 2020 and has held it in 3 quarters since. 367 funds tracked by Wall St. Rank hold VSS as of Q3 2020.

  • Stearns Financial Services Group held 13,582 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.43M as of Q3 2020.
  • Stearns Financial Services Group sold 248 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2020, an estimated $25.8K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.22% of Stearns Financial Services Group's portfolio in Q3 2020, its #42 holding.
  • Stearns Financial Services Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2020 and has held it in 3 quarters since.
  • 367 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.