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

Divergent Planning’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	-157,377	Closed	-$19.7M	–	22
2022 Q1	$19.7M	Buy	157,377 +7,440	+5%	+$933K	12.61%	4
2021 Q4	$20.2M	Buy	149,937 +8,562	+6%	+$1.16M	14.76%	3
2021 Q3	$18.9M	Buy	141,375 +1,653	+1%	+$228K	15.26%	3
2021 Q2	$19M	Buy	139,722 +64,163	+85%	+$8.68M	15.38%	3
2021 Q1	$10.2M	Buy	75,559 +596	+0.8%	+$75.5K	8.67%	5
2020 Q4	$9.13M	Buy	+74,963	New	+$8.48M	8.75%	5

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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 $88.9B AUM 38.03% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.9% 1-Year Est. Return

Divergent Planning's VSS Position: Q2 2022 in Review

Divergent Planning sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2022, closing a stake of 157,377 shares — an estimated $19.7M sold.

Divergent Planning first reported a position in VSS in Q4 2020 and held it in 6 quarters. The position peaked at $20.2M in Q4 2021. 512 funds tracked by Wall St. Rank hold VSS as of Q2 2022.

Divergent Planning reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2022 after selling out during the quarter.
Divergent Planning sold 157,377 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2022, an estimated $19.7M.
Divergent Planning first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and held it in 6 quarters.
Divergent Planning's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $20.2M 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 Divergent Planning's 13F filing for Q2 2022, filed 11 Jul 2022.