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

Sterling Financial Planning’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
2021
Q4 		– Sell
-300
Closed -$40K – 392
2021
Q3 		$40K Hold
300
– – 0.03% 206
2021
Q2 		$41K Buy
+300
New +$40.6K 0.03% 189

Other funds holding VSS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Sterling Financial Planning's VSS Position: Q4 2021 in Review

Sterling Financial Planning sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2021, closing a stake of 300 shares — an estimated $40K sold.

Sterling Financial Planning first reported a position in VSS in Q2 2021 and held it in 2 quarters. The position peaked at $41K in Q2 2021. 532 funds tracked by Wall St. Rank hold VSS as of Q4 2021.

  • Sterling Financial Planning reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 300 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2021, an estimated $40K.
  • Sterling Financial Planning first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2021 and held it in 2 quarters.
  • Sterling Financial Planning's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $41K in Q2 2021.
  • 532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.