Ledyard National Bank’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Ledyard National Bank’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 Q1	–	Sell	-70	Closed	-$7K	–	629
2018 Q4	$7K	Sell	70 -568	-89%	-$57.6K	﹤0.01%	647
2018 Q3	$72K	Sell	638 -315	-33%	-$35.9K	0.01%	382
2018 Q2	$110K	Sell	953 -3,217	-77%	-$385K	0.01%	350
2018 Q1	$497K	Sell	4,170 -195	-4%	-$23.6K	0.06%	201
2017 Q4	$520K	Sell	4,365 -3,194	-42%	-$372K	0.06%	201
2017 Q3	$869K	Sell	7,559 -949	-11%	-$106K	0.12%	142
2017 Q2	$920K	Sell	8,508 -62	-0.7%	-$6.59K	0.13%	128
2017 Q1	$880K	Buy	+8,570	New	+$855K	0.13%	126

Other funds holding VSS

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

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

Commonwealth Equity Services

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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