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

Surevest’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
Q3 		$27K Hold
288
– – 0.01% 220
2022
Q2 		$30K Hold
288
– – 0.01% 235
2022
Q1 		$36K Hold
288
– – 0.01% 205
2021
Q4 		$39K Buy
+288
New +$39K 0.01% 202

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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Surevest's VSS Position: Q3 2022 in Review

Surevest held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q3 2022 at 288 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #220.

Surevest first reported a position in VSS in Q4 2021 and has held it in 4 quarters since. The position peaked at $39K in Q4 2021. 495 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

  • Surevest held 288 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $27K as of Q3 2022.
  • Surevest left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q3 2022.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Surevest's portfolio in Q3 2022, its #220 holding.
  • Surevest first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $39K in Q4 2021.
  • 495 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.