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

True Wealth Design’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
Q4 		– Sell
-25
Closed -$2.65K – 813
2023
Q3 		$2.65K Buy
+25
New +$2.77K ﹤0.01% 250

Other funds holding VSS

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Jane Street
Jane Street New York $777B AUM 61.18% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

True Wealth Design's VSS Position: Q4 2023 in Review

True Wealth Design sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2023, closing a stake of 25 shares — an estimated $2.65K sold.

True Wealth Design first reported a position in VSS in Q3 2023 and held it in 1 quarter. The position peaked at $2.65K in Q3 2023. 593 funds tracked by Wall St. Rank hold VSS as of Q4 2023.

  • True Wealth Design reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2023 after selling out during the quarter.
  • True Wealth Design sold 25 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2023, an estimated $2.65K.
  • True Wealth Design first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2023 and held it in 1 quarter.
  • True Wealth Design's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.65K in Q3 2023.
  • 593 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2023.

Based on True Wealth Design's 13F filing for Q4 2023, filed 14 Feb 2024.