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

Empirical Finance’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 Q1	–	Sell	-2,622	Closed	-$351K	–	483
2021 Q4	$351K	Hold	2,622	–	–	0.04%	377
2021 Q3	$351K	Hold	2,622	–	–	0.05%	320
2021 Q2	$358K	Buy	+2,622	New	+$355K	0.06%	301
2020 Q1	–	Sell	-12,568	Closed	-$1.4M	–	239
2019 Q4	$1.4M	Buy	12,568 +3,338	+36%	+$356K	0.34%	59
2019 Q3	$941K	Hold	9,230	–	–	0.26%	84
2019 Q2	$972K	Sell	9,230 -23	-0.2%	-$2.4K	0.27%	75
2019 Q1	$964K	Buy	+9,253	New	+$941K	0.25%	85
2018 Q2	–	Sell	-9,253	Closed	-$964K	–	199
2018 Q1	$964K	Buy	+9,253	New	+$1.12M	0.25%	85

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

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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 $71.6B AUM 21.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 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

Empirical Finance's VSS Position: Q1 2022 in Review

Empirical Finance sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2022, closing a stake of 2,622 shares — an estimated $351K sold.

Empirical Finance first reported a position in VSS in Q1 2018 and held it in 8 quarters. The position peaked at $1.4M in Q4 2019. 525 funds tracked by Wall St. Rank hold VSS as of Q1 2022.

Empirical Finance reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2022 after selling out during the quarter.
Empirical Finance sold 2,622 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2022, an estimated $351K.
Empirical Finance first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2018 and held it in 8 quarters.
Empirical Finance's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.4M in Q4 2019.
525 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2022.

Based on Empirical Finance's 13F filing for Q1 2022, filed 21 Apr 2022.