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

Portfolio 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
2022 Q3	$235K	Hold	2,531	–	–	0.03%	51
2022 Q2	$261K	Hold	2,531	–	–	0.03%	48
2022 Q1	$314K	Hold	2,531	–	–	0.04%	40
2021 Q4	$339K	Hold	2,531	–	–	0.04%	33
2021 Q3	$338K	Hold	2,531	–	–	0.04%	31
2021 Q2	$350K	Hold	2,531	–	–	0.04%	35
2021 Q1	$325K	Hold	2,531	–	–	0.04%	32
2020 Q4	$308K	Hold	2,531	–	–	0.04%	30
2020 Q3	$266K	Sell	2,531 -79	-3%	-$8.23K	0.04%	46
2020 Q2	$252K	Buy	+2,610	New	+$233K	0.04%	43

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

MIAS

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

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Portfolio Solutions's VSS Position: Q3 2022 in Review

Portfolio Solutions held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q3 2022 at 2,531 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #51.

Portfolio Solutions first reported a position in VSS in Q2 2020 and has held it in 10 quarters since. The position peaked at $350K in Q2 2021. 495 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

Portfolio Solutions held 2,531 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $235K as of Q3 2022.
Portfolio Solutions left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q3 2022.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Portfolio Solutions's portfolio in Q3 2022, its #51 holding.
Portfolio Solutions first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2020 and has held it in 10 quarters since.
Portfolio Solutions's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $350K in Q2 2021.
495 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.