Sargent Bickham Lagudis’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Sargent Bickham Lagudis’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 Q4	$37.2K	Hold	362	–	–	﹤0.01%	491
2022 Q3	$34K	Hold	362	–	–	﹤0.01%	485
2022 Q2	$37K	Sell	362 -51	-12%	-$5.79K	﹤0.01%	484
2022 Q1	$51K	Hold	413	–	–	﹤0.01%	451
2021 Q4	$55K	Hold	413	–	–	﹤0.01%	434
2021 Q3	$55K	Buy	413 +400	+3,077%	+$55.1K	﹤0.01%	429
2021 Q2	$2K	Buy	+13	New	+$1.76K	﹤0.01%	876
2019 Q3	–	Sell	-12	Closed	-$1K	–	786
2019 Q2	$1K	Buy	+12	New	+$1.25K	﹤0.01%	742

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

Sargent Bickham Lagudis's VSS Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q4 2022 at 362 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Sargent Bickham Lagudis first reported a position in VSS in Q2 2019 and has held it in 8 quarters since. The position peaked at $55K in Q4 2021. 532 funds tracked by Wall St. Rank hold VSS as of Q4 2022.

Sargent Bickham Lagudis held 362 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $37.2K as of Q4 2022.
Sargent Bickham Lagudis left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q4 2022.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #491 holding.
Sargent Bickham Lagudis first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2019 and has held it in 8 quarters since.
Sargent Bickham Lagudis's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $55K in Q4 2021.
532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.