Better Money Decisions’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-1,026	Closed	-$106K	–	434
2022 Q2	$106K	Buy	+1,026	New	+$116K	0.09%	93
2021 Q4	–	Sell	-1,318	Closed	-$176K	–	566
2021 Q3	$176K	Buy	1,318 +155	+13%	+$21.3K	0.15%	77
2021 Q2	$159K	Buy	+1,163	New	+$157K	0.14%	80

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

CSIA

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TAIM

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Better Money Decisions's VSS Position: Q3 2022 in Review

Better Money Decisions sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2022, closing a stake of 1,026 shares — an estimated $106K sold.

Better Money Decisions first reported a position in VSS in Q2 2021 and held it in 3 quarters. The position peaked at $176K in Q3 2021. 495 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

Better Money Decisions reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 1,026 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2022, an estimated $106K.
Better Money Decisions first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2021 and held it in 3 quarters.
Better Money Decisions's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $176K in Q3 2021.
495 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.