Roger Wittlin Investment Advisory’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Roger Wittlin Investment Advisory’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 Q2	–	Sell	-1,952	Closed	-$241K	–	33
2022 Q1	$241K	Hold	1,952	–	–	0.22%	23
2021 Q4	$261K	Buy	+1,952	New	+$264K	0.21%	21

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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

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

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

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

TAIM

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

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

Roger Wittlin Investment Advisory's VSS Position: Q2 2022 in Review

Roger Wittlin Investment Advisory sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2022, closing a stake of 1,952 shares — an estimated $241K sold.

Roger Wittlin Investment Advisory first reported a position in VSS in Q4 2021 and held it in 2 quarters. The position peaked at $261K in Q4 2021. 511 funds tracked by Wall St. Rank hold VSS as of Q2 2022.

Roger Wittlin Investment Advisory reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2022 after selling out during the quarter.
Roger Wittlin Investment Advisory sold 1,952 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2022, an estimated $241K.
Roger Wittlin Investment Advisory first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and held it in 2 quarters.
Roger Wittlin Investment Advisory's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $261K in Q4 2021.
511 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2022.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2022, filed 25 Jul 2022.