Litman Gregory Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Litman Gregory Wealth Management’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
2021 Q2	–	Sell	-259	Closed	-$33K	–	185
2021 Q1	$33K	Hold	259	–	–	0.01%	115
2020 Q4	$32K	Buy	+259	New	+$29.3K	0.01%	114

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TAIM

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

CSIA

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Litman Gregory Wealth Management's VSS Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2021, closing a stake of 259 shares — an estimated $33K sold.

Litman Gregory Wealth Management first reported a position in VSS in Q4 2020 and held it in 2 quarters. The position peaked at $33K in Q1 2021. 463 funds tracked by Wall St. Rank hold VSS as of Q2 2021.

Litman Gregory Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 259 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2021, an estimated $33K.
Litman Gregory Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and held it in 2 quarters.
Litman Gregory Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $33K in Q1 2021.
463 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.