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

Lutz Financial Services’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 Q1	–	Sell	-2,813	Closed	-$313K	–	70
2019 Q4	$313K	Buy	2,813 +53	+2%	+$5.66K	0.06%	65
2019 Q3	$281K	Buy	2,760 +16	+0.6%	+$1.64K	0.05%	64
2019 Q2	$289K	Buy	2,744 +22	+0.8%	+$2.3K	0.06%	62
2019 Q1	$283K	Buy	2,722 +1	+0%	+$102	0.06%	57
2018 Q4	$258K	Buy	+2,721	New	+$276K	0.06%	60

Other funds holding VSS

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

MIAS

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

PCA

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

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

MFM

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

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

Lutz Financial Services's VSS Position: Q1 2020 in Review

Lutz Financial Services sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2020, closing a stake of 2,813 shares — an estimated $313K sold.

Lutz Financial Services first reported a position in VSS in Q4 2018 and held it in 5 quarters. The position peaked at $313K in Q4 2019. 362 funds tracked by Wall St. Rank hold VSS as of Q1 2020.

Lutz Financial Services reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2020 after selling out during the quarter.
Lutz Financial Services sold 2,813 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2020, an estimated $313K.
Lutz Financial Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and held it in 5 quarters.
Lutz Financial Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $313K in Q4 2019.
362 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2020.

Based on Lutz Financial Services's 13F filing for Q1 2020, filed 27 Apr 2020.