American Economic Planning Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

American Economic Planning Group’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
2018 Q1	–	Sell	-1,809	Closed	-$216K	–	88
2017 Q4	$216K	Sell	1,809 -105	-5%	-$12.2K	0.08%	78
2017 Q3	$220K	Sell	1,914 -40	-2%	-$4.48K	0.08%	74
2017 Q2	$211K	Sell	1,954 -65	-3%	-$6.91K	0.08%	74
2017 Q1	$207K	Buy	+2,019	New	+$201K	0.08%	74

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

TAIM

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

American Economic Planning Group's VSS Position: Q1 2018 in Review

American Economic Planning Group sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2018, closing a stake of 1,809 shares — an estimated $216K sold.

American Economic Planning Group first reported a position in VSS in Q1 2017 and held it in 4 quarters. The position peaked at $220K in Q3 2017. 304 funds tracked by Wall St. Rank hold VSS as of Q1 2018.

American Economic Planning Group reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2018 after selling out during the quarter.
American Economic Planning Group sold 1,809 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2018, an estimated $216K.
American Economic Planning Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2017 and held it in 4 quarters.
American Economic Planning Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $220K in Q3 2017.
304 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2018.

Based on American Economic Planning Group's 13F filing for Q1 2018, filed 9 May 2018.