SSC
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Syverson Strege & Co’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Syverson Strege & Co’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
2023
Q1 		– Sell
-793
Closed -$81.5K – 680
2022
Q4 		$81.5K Buy
+793
New +$79.7K 0.04% 105

Other funds holding VSS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Syverson Strege & Co's VSS Position: Q1 2023 in Review

Syverson Strege & Co sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2023, closing a stake of 793 shares — an estimated $81.5K sold.

Syverson Strege & Co first reported a position in VSS in Q4 2022 and held it in 1 quarter. The position peaked at $81.5K in Q4 2022. 523 funds tracked by Wall St. Rank hold VSS as of Q1 2023.

  • Syverson Strege & Co reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 793 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2023, an estimated $81.5K.
  • Syverson Strege & Co first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and held it in 1 quarter.
  • Syverson Strege & Co's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $81.5K in Q4 2022.
  • 523 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2023.

Based on Syverson Strege & Co's 13F filing for Q1 2023, filed 3 May 2023.