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

Fiduciary Wealth Partners’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
2017 Q3	–	Sell	-8,768	Closed	-$948K	–	11
2017 Q2	$948K	Hold	8,768	–	–	1.16%	6
2017 Q1	$900K	Hold	8,768	–	–	0.91%	7
2016 Q4	$844K	Hold	8,768	–	–	0.85%	8
2016 Q3	$873K	Hold	8,768	–	–	0.87%	8
2016 Q2	$816K	Buy	8,768 +3,123	+55%	+$296K	0.87%	8
2016 Q1	$527K	Hold	5,645	–	–	0.55%	9
2015 Q4	$524K	Buy	+5,645	New	+$533K	0.46%	8

Other funds holding VSS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PCA

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

TAIM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiduciary Wealth Partners's VSS Position: Q3 2017 in Review

Fiduciary Wealth Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2017, closing a stake of 8,768 shares — an estimated $948K sold.

Fiduciary Wealth Partners first reported a position in VSS in Q4 2015 and held it in 7 quarters. The position peaked at $948K in Q2 2017. 247 funds tracked by Wall St. Rank hold VSS as of Q3 2017.

Fiduciary Wealth Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2017 after selling out during the quarter.
Fiduciary Wealth Partners sold 8,768 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2017, an estimated $948K.
Fiduciary Wealth Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2015 and held it in 7 quarters.
Fiduciary Wealth Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $948K in Q2 2017.
247 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2017.

Based on Fiduciary Wealth Partners's 13F filing for Q3 2017, filed 13 Nov 2017.