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

Paulson 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
2018
Q3 		– Sell
-1,858
Closed -$214K – 128
2018
Q2 		$214K Sell
1,858
-44
-2% -$5.27K 0.21% 105
2018
Q1 		$227K Sell
1,902
-99
-5% -$12K 0.23% 101
2017
Q4 		$239K Buy
+2,001
New +$233K 0.21% 87

Other funds holding VSS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 22.94% 1-Year Est. Return

Paulson Wealth Management's VSS Position: Q3 2018 in Review

Paulson Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2018, closing a stake of 1,858 shares — an estimated $214K sold.

Paulson Wealth Management first reported a position in VSS in Q4 2017 and held it in 3 quarters. The position peaked at $239K in Q4 2017. 321 funds tracked by Wall St. Rank hold VSS as of Q3 2018.

  • Paulson Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 1,858 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2018, an estimated $214K.
  • Paulson Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2017 and held it in 3 quarters.
  • Paulson Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $239K in Q4 2017.
  • 321 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2018.

Based on Paulson Wealth Management's 13F filing for Q3 2018, filed 26 Oct 2018.