WAS
VSS icon

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

WESPAC Advisors SoCal’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
2020
Q1 		– Sell
-13,646
Closed -$1.52M – 96
2019
Q4 		$1.52M Buy
+13,646
New +$1.46M 0.72% 28
2016
Q2 		– Sell
-25
Closed -$2.33K – 313
2016
Q1 		$2.33K Buy
+25
New +$2.2K ﹤0.01% 256

Other funds holding VSS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WESPAC Advisors SoCal's VSS Position: Q1 2020 in Review

WESPAC Advisors SoCal sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2020, closing a stake of 13,646 shares — an estimated $1.52M sold.

WESPAC Advisors SoCal first reported a position in VSS in Q1 2016 and held it in 2 quarters. The position peaked at $1.52M in Q4 2019. 362 funds tracked by Wall St. Rank hold VSS as of Q1 2020.

  • WESPAC Advisors SoCal reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2020 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 13,646 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2020, an estimated $1.52M.
  • WESPAC Advisors SoCal first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2016 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.52M in Q4 2019.
  • 362 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2020.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2020, filed 30 Apr 2020.