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LeJeune Puetz Investment Counsel’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

LeJeune Puetz Investment Counsel’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 		$123K Buy
+1,123
New +$122K 0.04% 188

Other funds holding VSS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Natixis Advisors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LeJeune Puetz Investment Counsel's VSS Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2023: 1,123 shares worth $123K. The stake represents 0.04% of the portfolio and ranks #188 among its holdings.

524 funds tracked by Wall St. Rank hold VSS as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 1,123 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $123K as of Q1 2023.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new LeJeune Puetz Investment Counsel position in Q1 2023.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.04% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #188 holding.
  • 524 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.