Sensible Financial Planning & Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Sensible Financial Planning & 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	-9,292	Closed	-$862K	–	46
2022 Q3	$862K	Buy	9,292 +15	+0.2%	+$1.56K	0.22%	29
2022 Q2	$958K	Buy	9,277 +33	+0.4%	+$3.74K	0.24%	30
2022 Q1	$1.15M	Hold	9,244	–	–	0.31%	29
2021 Q4	$1.24M	Buy	9,244 +173	+2%	+$23.4K	0.35%	30
2021 Q3	$1.21M	Buy	9,071 +39	+0.4%	+$5.37K	0.4%	29
2021 Q2	$1.23M	Buy	9,032 +37	+0.4%	+$5.01K	0.42%	30
2021 Q1	$1.16M	Hold	8,995	–	–	0.42%	29
2020 Q4	$1.1M	Buy	+8,995	New	+$1.02M	0.41%	29
2016 Q2	–	Sell	-267	Closed	-$25K	–	87
2016 Q1	$25K	Sell	267 -133	-33%	-$11.7K	0.02%	45
2015 Q4	$37K	Hold	400	–	–	0.03%	45
2015 Q3	$36K	Buy	+400	New	+$38.3K	0.03%	47

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 $79.5B AUM 27.1% 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

Sensible Financial Planning & Management's VSS Position: Q4 2022 in Review

Sensible Financial Planning & Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2022, closing a stake of 9,292 shares — an estimated $862K sold.

Sensible Financial Planning & Management first reported a position in VSS in Q3 2015 and held it in 11 quarters. The position peaked at $1.24M in Q4 2021. 533 funds tracked by Wall St. Rank hold VSS as of Q4 2022.

Sensible Financial Planning & 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.
Sensible Financial Planning & Management sold 9,292 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2022, an estimated $862K.
Sensible Financial Planning & Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2015 and held it in 11 quarters.
Sensible Financial Planning & Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.24M in Q4 2021.
533 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2022.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2022, filed 2 Feb 2023.