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

Westover Capital 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
2022 Q2	–	Sell	-13,208	Closed	-$1.64M	–	195
2022 Q1	$1.64M	Buy	13,208 +403	+3%	+$50.6K	0.51%	56
2021 Q4	$1.72M	Buy	12,805 +939	+8%	+$127K	0.5%	59
2021 Q3	$1.59M	Sell	11,866 -44	-0.4%	-$6.06K	0.5%	58
2021 Q2	$1.63M	Buy	11,910 +1,321	+12%	+$179K	0.52%	55
2021 Q1	$1.36M	Buy	+10,589	New	+$1.34M	0.47%	60

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Westover Capital Advisors's VSS Position: Q2 2022 in Review

Westover Capital Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2022, closing a stake of 13,208 shares — an estimated $1.64M sold.

Westover Capital Advisors first reported a position in VSS in Q1 2021 and held it in 5 quarters. The position peaked at $1.72M in Q4 2021. 512 funds tracked by Wall St. Rank hold VSS as of Q2 2022.

Westover Capital Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2022 after selling out during the quarter.
Westover Capital Advisors sold 13,208 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2022, an estimated $1.64M.
Westover Capital Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and held it in 5 quarters.
Westover Capital Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.72M in Q4 2021.
512 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2022.

Based on Westover Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.