East Coast Asset Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

East Coast Asset 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
2015 Q4	–	Sell	-4,259	Closed	-$386K	–	106
2015 Q3	$386K	Buy	4,259 +841	+25%	+$80.6K	0.24%	83
2015 Q2	$348K	Buy	3,418 +378	+12%	+$39.5K	0.19%	91
2015 Q1	$302K	Sell	3,040 -764	-20%	-$74.5K	0.16%	98
2014 Q4	$363K	Buy	3,804 +858	+29%	+$84.1K	0.2%	90
2014 Q3	$301K	Buy	2,946 +267	+10%	+$28.9K	0.17%	97
2014 Q2	$298K	Buy	2,679 +1	+0%	+$109	0.16%	101
2014 Q1	$286K	Buy	2,678 +426	+19%	+$44.4K	0.17%	101
2013 Q4	$232K	Buy	+2,252	New	+$228K	0.14%	115
2013 Q3	–	Sell	-3,325	Closed	-$297K	–	318
2013 Q2	$297K	Buy	+3,325	New	+$313K	0.16%	109

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Envestnet Asset Management

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

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

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

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

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

Commonwealth Equity Services

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return