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

Summit Wealth Partners’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
Q1 		– Sell
-1,727
Closed -$210K – 152
2020
Q4 		$210K Sell
1,727
-3,197
-65% -$362K 0.06% 139
2020
Q3 		$518K Buy
4,924
+483
+11% +$50.3K 0.16% 88
2020
Q2 		$429K Buy
+4,441
New +$397K 0.14% 94

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Summit Wealth Partners's VSS Position: Q1 2021 in Review

Summit Wealth Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2021, closing a stake of 1,727 shares — an estimated $210K sold.

Summit Wealth Partners first reported a position in VSS in Q2 2020 and held it in 3 quarters. The position peaked at $518K in Q3 2020. 445 funds tracked by Wall St. Rank hold VSS as of Q1 2021.

  • Summit Wealth Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2021 after selling out during the quarter.
  • Summit Wealth Partners sold 1,727 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2021, an estimated $210K.
  • Summit Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2020 and held it in 3 quarters.
  • Summit Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $518K in Q3 2020.
  • 445 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2021.

Based on Summit Wealth Partners's 13F filing for Q1 2021, filed 10 Sep 2024.