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

Selective 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
2022 Q4	–	Sell	-255	Closed	-$24K	–	712
2022 Q3	$24K	Sell	255 -91	-26%	-$9.46K	0.01%	401
2022 Q2	$36K	Buy	346 +126	+57%	+$14.3K	0.01%	374
2022 Q1	$27K	Buy	220 +133	+153%	+$16.7K	0.01%	408
2021 Q4	$12K	Hold	87	–	–	﹤0.01%	472
2021 Q3	$12K	Buy	87 +29	+50%	+$3.99K	0.01%	420
2021 Q2	$8K	Buy	+58	New	+$7.85K	0.01%	378

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

Selective Wealth Management's VSS Position: Q4 2022 in Review

Selective Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2022, closing a stake of 255 shares — an estimated $24K sold.

Selective Wealth Management first reported a position in VSS in Q2 2021 and held it in 6 quarters. The position peaked at $36K in Q2 2022. 532 funds tracked by Wall St. Rank hold VSS as of Q4 2022.

Selective Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 255 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2022, an estimated $24K.
Selective Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $36K in Q2 2022.
532 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.