Planned Solutions’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-78	Closed	-$9.82K	–	625
2024 Q3	$9.82K	Buy	+78	New	+$9.4K	﹤0.01%	451
2024 Q1	–	Sell	-13	Closed	-$1.5K	–	540
2023 Q4	$1.5K	Buy	+13	New	+$1.4K	﹤0.01%	518

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIAS

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Planned Solutions's VSS Position: Q4 2024 in Review

Planned Solutions sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2024, closing a stake of 78 shares — an estimated $9.82K sold.

Planned Solutions first reported a position in VSS in Q4 2023 and held it in 2 quarters. The position peaked at $9.82K in Q3 2024. 633 funds tracked by Wall St. Rank hold VSS as of Q4 2024.

Planned Solutions reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 78 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2024, an estimated $9.82K.
Planned Solutions first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and held it in 2 quarters.
Planned Solutions's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $9.82K in Q3 2024.
633 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.