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

Strategies Wealth Advisors’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
2022
Q2 		– Sell
-1,753
Closed -$217K – 87
2022
Q1 		$217K Buy
+1,753
New +$220K 0.06% 79

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
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Strategies Wealth Advisors's VSS Position: Q2 2022 in Review

Strategies Wealth Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2022, closing a stake of 1,753 shares — an estimated $217K sold.

Strategies Wealth Advisors first reported a position in VSS in Q1 2022 and held it in 1 quarter. The position peaked at $217K in Q1 2022. 511 funds tracked by Wall St. Rank hold VSS as of Q2 2022.

  • Strategies Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2022 after selling out during the quarter.
  • Strategies Wealth Advisors sold 1,753 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2022, an estimated $217K.
  • Strategies Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and held it in 1 quarter.
  • Strategies Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $217K in Q1 2022.
  • 511 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2022.

Based on Strategies Wealth Advisors's 13F filing for Q2 2022, filed 27 Jun 2023.