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

Tranquility 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
2024 Q4	–	Sell	-2,188	Closed	-$276K	–	220
2024 Q3	$276K	Sell	2,188 -520	-19%	-$62.7K	0.1%	182
2024 Q2	$318K	Hold	2,708	–	–	0.12%	164
2024 Q1	$316K	Sell	2,708 -222	-8%	-$25.1K	0.12%	166
2023 Q4	$337K	Hold	2,930	–	–	0.14%	146
2023 Q3	$311K	Sell	2,930 -45	-2%	-$5K	0.13%	159
2023 Q2	$329K	Sell	2,975 -45	-1%	-$4.96K	0.14%	153
2023 Q1	$330K	Sell	3,020 -324	-10%	-$35.2K	0.16%	149
2022 Q4	$344K	Buy	+3,344	New	+$336K	0.17%	135
2022 Q3	–	Sell	-5,638	Closed	-$582K	–	209
2022 Q2	$582K	Buy	5,638 +3,668	+186%	+$416K	0.3%	89
2022 Q1	$244K	Hold	1,970	–	–	0.11%	184
2021 Q4	$264K	Hold	1,970	–	–	0.12%	179
2021 Q3	$263K	Hold	1,970	–	–	0.13%	176
2021 Q2	$269K	Hold	1,970	–	–	0.15%	161
2021 Q1	$253K	Buy	+1,970	New	+$250K	0.16%	159

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tranquility Partners's VSS Position: Q4 2024 in Review

Tranquility Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2024, closing a stake of 2,188 shares — an estimated $276K sold.

Tranquility Partners first reported a position in VSS in Q1 2021 and held it in 14 quarters. The position peaked at $582K in Q2 2022. 633 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

Tranquility Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2024 after selling out during the quarter.
Tranquility Partners sold 2,188 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2024, an estimated $276K.
Tranquility Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and held it in 14 quarters.
Tranquility Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $582K in Q2 2022.
633 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Tranquility Partners's 13F filing for Q4 2024, filed 29 Jan 2025.