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

Leelyn Smith’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
2023 Q1	–	Sell	-17	Closed	-$1.75K	–	430
2022 Q4	$1.75K	Sell	17 -6	-26%	-$603	﹤0.01%	413
2022 Q3	$2K	Buy	23 +3	+15%	+$312	﹤0.01%	439
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	365
2022 Q1	$2K	Sell	20 -36	-64%	-$4.52K	﹤0.01%	342
2021 Q4	$8K	Buy	56 +28	+100%	+$3.79K	﹤0.01%	306
2021 Q3	$4K	Hold	28	–	–	﹤0.01%	328
2021 Q2	$4K	Hold	28	–	–	﹤0.01%	323
2021 Q1	$4K	Hold	28	–	–	﹤0.01%	338
2020 Q4	$3K	Sell	28 -1	-3%	-$113	﹤0.01%	328
2020 Q3	$3K	Sell	29 -1	-3%	-$104	﹤0.01%	312
2020 Q2	$3K	Sell	30 -1,192	-98%	-$106K	﹤0.01%	377
2020 Q1	$43K	Buy	1,222 +1,179	+2,742%	+$117K	0.02%	170
2019 Q4	$5	Buy	+43	New	+$4.59K	﹤0.01%	288

Other funds holding VSS

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Leelyn Smith's VSS Position: Q1 2023 in Review

Leelyn Smith sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2023, closing a stake of 17 shares — an estimated $1.75K sold.

Leelyn Smith first reported a position in VSS in Q4 2019 and held it in 13 quarters. The position peaked at $43K in Q1 2020. 523 funds tracked by Wall St. Rank hold VSS as of Q1 2023.

Leelyn Smith reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 17 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2023, an estimated $1.75K.
Leelyn Smith first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and held it in 13 quarters.
Leelyn Smith's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $43K in Q1 2020.
523 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.