Landmark Financial Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Landmark Financial Advisors’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
2019 Q4	–	Sell	-3,444	Closed	-$351K	–	68
2019 Q3	$351K	Sell	3,444 -140	-4%	-$14.4K	0.22%	43
2019 Q2	$377K	Buy	3,584 +650	+22%	+$67.8K	0.23%	39
2019 Q1	$305K	Buy	2,934 +77	+3%	+$7.83K	0.2%	46
2018 Q4	$270K	Hold	2,857	–	–	0.18%	49
2018 Q3	$320K	Buy	+2,857	New	+$326K	0.19%	49

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

TAIM

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

MFM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

CSIA

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Landmark Financial Advisors's VSS Position: Q4 2019 in Review

Landmark Financial Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2019, closing a stake of 3,444 shares — an estimated $351K sold.

Landmark Financial Advisors first reported a position in VSS in Q3 2018 and held it in 5 quarters. The position peaked at $377K in Q2 2019. 390 funds tracked by Wall St. Rank hold VSS as of Q4 2019.

Landmark Financial Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2019 after selling out during the quarter.
Landmark Financial Advisors sold 3,444 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2019, an estimated $351K.
Landmark Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2018 and held it in 5 quarters.
Landmark Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $377K in Q2 2019.
390 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2019.

Based on Landmark Financial Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.