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

LifePlan Financial Group’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
2020 Q3	$1K	Buy	+14	New	+$1.46K	﹤0.01%	560
2019 Q2	–	Sell	-60	Closed	-$6K	–	570
2019 Q1	$6K	Hold	60	–	–	﹤0.01%	448
2018 Q4	$6K	Hold	60	–	–	﹤0.01%	438
2018 Q3	$7K	Hold	60	–	–	﹤0.01%	424
2018 Q2	$7K	Hold	60	–	–	﹤0.01%	410
2018 Q1	$7K	Buy	+60	New	+$7.25K	﹤0.01%	396

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $2.17B AUM 28.39% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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 $71.6B AUM 21.08% 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 $71.9B AUM 28.03% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LifePlan Financial Group's VSS Position: Q3 2020 in Review

LifePlan Financial Group opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2020: 14 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: LifePlan Financial Group previously reported a position in VSS as recently as Q1 2019.

LifePlan Financial Group first reported a position in VSS in Q1 2018 and has held it in 6 quarters since. The position peaked at $7K in Q3 2018. 367 funds tracked by Wall St. Rank hold VSS as of Q3 2020.

LifePlan Financial Group held 14 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1K as of Q3 2020.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new LifePlan Financial Group position in Q3 2020.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #560 holding.
LifePlan Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2018 and has held it in 6 quarters since.
LifePlan Financial Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $7K in Q3 2018.
367 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.