ZIM
VSS icon

Zacks Investment Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Zacks Investment Management’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
2024
Q4 		– Sell
-1,838
Closed -$232K – 781
2024
Q3 		$232K Buy
+1,838
New +$222K ﹤0.01% 614
2022
Q4 		– Sell
-6,575
Closed -$610K – 667
2022
Q3 		$610K Buy
6,575
+2,475
+60% +$257K 0.01% 404
2022
Q2 		$423K Sell
4,100
-989
-19% -$112K 0.01% 449
2022
Q1 		$631K Sell
5,089
-3,183
-38% -$399K 0.01% 418
2021
Q4 		$1.11M Buy
8,272
+58
+0.7% +$7.85K 0.02% 365
2021
Q3 		$1.1M Buy
8,214
+4,172
+103% +$574K 0.02% 365
2021
Q2 		$551K Sell
4,042
-1,430
-26% -$194K 0.01% 440
2021
Q1 		$702K Buy
5,472
+2,430
+80% +$308K 0.01% 396
2020
Q4 		$371K Buy
3,042
+186
+7% +$21K 0.01% 448
2020
Q3 		$301K Sell
2,856
-2,231
-44% -$232K 0.01% 456
2020
Q2 		$492K Sell
5,087
-456
-8% -$40.7K 0.01% 394
2020
Q1 		$434K Buy
5,543
+1,582
+40% +$157K 0.01% 394
2019
Q4 		$440K Sell
3,961
-1,681
-30% -$179K 0.01% 459
2019
Q3 		$575K Buy
5,642
+459
+9% +$47.1K 0.01% 427
2019
Q2 		$546K Buy
+5,183
New +$541K 0.01% 447
2018
Q3 		– Sell
-23,620
Closed -$2.73M – 614
2018
Q2 		$2.73M Buy
23,620
+922
+4% +$110K 0.06% 220
2018
Q1 		$2.71M Buy
22,698
+1,822
+9% +$220K 0.06% 216
2017
Q4 		$2.49M Buy
20,876
+3,198
+18% +$373K 0.05% 220
2017
Q3 		$2.03M Buy
17,678
+2,302
+15% +$258K 0.05% 247
2017
Q2 		$1.66M Buy
15,376
+5,461
+55% +$581K 0.04% 267
2017
Q1 		$1.02M Buy
+9,915
New +$989K 0.03% 359
2016
Q4 		– Sell
-2,219
Closed -$221K – 738
2016
Q3 		$221K Buy
+2,219
New +$216K 0.01% 567

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Zacks Investment Management's VSS Position: Q4 2024 in Review

Zacks Investment Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2024, closing a stake of 1,838 shares — an estimated $232K sold.

Zacks Investment Management first reported a position in VSS in Q3 2016 and held it in 22 quarters. The position peaked at $2.73M in Q2 2018. 637 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

  • Zacks Investment Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2024 after selling out during the quarter.
  • Zacks Investment Management sold 1,838 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2024, an estimated $232K.
  • Zacks Investment Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2016 and held it in 22 quarters.
  • Zacks Investment Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.73M in Q2 2018.
  • 637 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Zacks Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.