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

Estate Counselors’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
2021 Q4	–	Sell	-1,875	Closed	-$250K	–	189
2021 Q3	$250K	Sell	1,875 -500	-21%	-$68.8K	0.03%	127
2021 Q2	$324K	Buy	2,375 +975	+70%	+$132K	0.04%	124
2021 Q1	$180K	Hold	1,400	–	–	0.03%	130
2020 Q4	$171K	Sell	1,400 -1,550	-53%	-$175K	0.03%	103
2020 Q3	$311K	Sell	2,950 -10	-0.3%	-$1.04K	0.05%	113
2020 Q2	$285K	Sell	2,960 -490	-14%	-$43.8K	0.05%	118
2020 Q1	$270K	Buy	+3,450	New	+$343K	0.04%	120
2018 Q3	–	Sell	-2,000	Closed	-$231K	–	68
2018 Q2	$231K	Hold	2,000	–	–	0.04%	63
2018 Q1	$238K	Buy	+2,000	New	+$242K	0.04%	68

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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 $374B AUM 17.66% 1-Year Est. Return

MFM

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

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

Estate Counselors's VSS Position: Q4 2021 in Review

Estate Counselors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2021, closing a stake of 1,875 shares — an estimated $250K sold.

Estate Counselors first reported a position in VSS in Q1 2018 and held it in 9 quarters. The position peaked at $324K in Q2 2021. 532 funds tracked by Wall St. Rank hold VSS as of Q4 2021.

Estate Counselors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2021 after selling out during the quarter.
Estate Counselors sold 1,875 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2021, an estimated $250K.
Estate Counselors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2018 and held it in 9 quarters.
Estate Counselors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $324K in Q2 2021.
532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2021.

Based on Estate Counselors's 13F filing for Q4 2021, filed 14 Feb 2022.