OAJ
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Ogorek Anthony Joseph’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Ogorek Anthony Joseph’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
2017
Q3 		– Sell
-1
Closed – – 70
2017
Q2 		$0 Sell
1
-155
-99% -$16.5K ﹤0.01% 71
2017
Q1 		$16K Buy
+156
New +$15.6K 0.02% 37

Other funds holding VSS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ogorek Anthony Joseph's VSS Position: Q3 2017 in Review

Ogorek Anthony Joseph sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2017, closing a stake of 1 share.

Ogorek Anthony Joseph first reported a position in VSS in Q1 2017 and held it in 2 quarters. The position peaked at $16K in Q1 2017. 247 funds tracked by Wall St. Rank hold VSS as of Q3 2017.

  • Ogorek Anthony Joseph reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2017 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 1 Vanguard FTSE All-World ex-US Small-Cap Index Fund share in Q3 2017.
  • Ogorek Anthony Joseph first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2017 and held it in 2 quarters.
  • Ogorek Anthony Joseph's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $16K in Q1 2017.
  • 247 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2017.

Based on Ogorek Anthony Joseph's 13F filing for Q3 2017, filed 25 Oct 2017.