Stokes & Hubbell Capital Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Stokes & Hubbell Capital 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
2019 Q1	$265K	Buy	2,548 +16	+0.6%	+$1.63K	0.06%	118
2018 Q4	$240K	Buy	2,532 +69	+3%	+$7K	0.05%	114
2018 Q3	$276K	Sell	2,463 -146	-6%	-$16.6K	0.06%	115
2018 Q2	$301K	Buy	2,609 +367	+16%	+$44K	0.07%	112
2018 Q1	$267K	Buy	2,242 +412	+23%	+$49.8K	0.06%	112
2017 Q4	$218K	Buy	1,830 +35	+2%	+$4.08K	0.05%	112
2017 Q3	$206K	Buy	+1,795	New	+$201K	0.05%	112

Other funds holding VSS

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Commonwealth Equity Services

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

Envestnet Asset Management

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

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