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

US Financial Advisors’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 Q2	–	Sell	-21,531	Closed	-$2.76M	–	129
2021 Q1	$2.76M	Buy	21,531 +1,036	+5%	+$131K	0.77%	31
2020 Q4	$2.5M	Buy	+20,495	New	+$2.32M	0.75%	29
2016 Q2	$215K	Hold	2,301	–	–	0.43%	43
2016 Q1	$215K	Buy	2,301 +877	+62%	+$77.1K	0.37%	42
2015 Q4	$132K	Buy	1,424 +372	+35%	+$35.1K	0.13%	79
2015 Q3	$95K	Buy	1,052 +936	+807%	+$89.7K	0.16%	75
2015 Q2	$12K	Buy	+116	New	+$12.1K	0.01%	225

Other funds holding VSS

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

US Financial Advisors's VSS Position: Q2 2021 in Review

US Financial Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2021, closing a stake of 21,531 shares — an estimated $2.76M sold.

US Financial Advisors first reported a position in VSS in Q2 2015 and held it in 7 quarters. The position peaked at $2.76M in Q1 2021. 463 funds tracked by Wall St. Rank hold VSS as of Q2 2021.

US Financial Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 21,531 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2021, an estimated $2.76M.
US Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2015 and held it in 7 quarters.
US Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.76M in Q1 2021.
463 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.