Measured Wealth Private Client Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Measured Wealth Private Client 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
2018 Q4	–	Sell	-62	Closed	-$7K	–	694
2018 Q3	$7K	Buy	+62	New	+$7.07K	﹤0.01%	661

Other funds holding VSS

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

PCA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CSIA

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

Measured Wealth Private Client Group's VSS Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2018, closing a stake of 62 shares — an estimated $7K sold.

Measured Wealth Private Client Group first reported a position in VSS in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 340 funds tracked by Wall St. Rank hold VSS as of Q4 2018.

Measured Wealth Private Client Group reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 62 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2018, an estimated $7K.
Measured Wealth Private Client Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $7K in Q3 2018.
340 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.