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

Clarus Wealth 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
2019 Q2	–	Sell	-400	Closed	-$42K	–	707
2019 Q1	$42K	Hold	400	–	–	0.03%	321
2018 Q4	$38K	Hold	400	–	–	0.06%	302
2018 Q3	$45K	Hold	400	–	–	0.03%	317
2018 Q2	$48K	Buy	+400	New	+$47.9K	0.04%	293

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

TAIM

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

MFM

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

CSIA

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

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

Clarus Wealth Advisors's VSS Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2019, closing a stake of 400 shares — an estimated $42K sold.

Clarus Wealth Advisors first reported a position in VSS in Q2 2018 and held it in 4 quarters. The position peaked at $48K in Q2 2018. 356 funds tracked by Wall St. Rank hold VSS as of Q2 2019.

Clarus Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 400 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2019, an estimated $42K.
Clarus Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $48K in Q2 2018.
356 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.