WFI
VSS icon

West Family Investments’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

West Family Investments’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
-16,600
Closed -$2.13M – 385
2021
Q1 		$2.13M Hold
16,600
– – 0.78% 46
2020
Q4 		$2.02K Buy
+16,600
New +$1.88M 0.62% 53

Other funds holding VSS

Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
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
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

West Family Investments's VSS Position: Q2 2021 in Review

West Family Investments sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2021, closing a stake of 16,600 shares — an estimated $2.13M sold.

West Family Investments first reported a position in VSS in Q4 2020 and held it in 2 quarters. The position peaked at $2.13M in Q1 2021. 464 funds tracked by Wall St. Rank hold VSS as of Q2 2021.

  • West Family Investments reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2021 after selling out during the quarter.
  • West Family Investments sold 16,600 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2021, an estimated $2.13M.
  • West Family Investments first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and held it in 2 quarters.
  • West Family Investments's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.13M in Q1 2021.
  • 464 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2021.

Based on West Family Investments's 13F filing for Q2 2021, filed 12 Aug 2021.