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Tillar-Wenstrup Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Tillar-Wenstrup Advisors’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
2018
Q4 		– Sell
-18,752
Closed -$2.1M – 60
2018
Q3 		$2.1M Sell
18,752
-104
-0.6% -$11.9K 1.14% 37
2018
Q2 		$2.18M Sell
18,856
-557
-3% -$66.7K 1.21% 35
2018
Q1 		$2.31M Sell
19,413
-733
-4% -$88.5K 1.35% 27
2017
Q4 		$2.4M Sell
20,146
-507
-2% -$59.1K 1.87% 25
2017
Q3 		$2.37M Sell
20,653
-650
-3% -$72.7K 1.81% 25
2017
Q2 		$2.3M Buy
21,303
+28
+0.1% +$2.98K 1.79% 27
2017
Q1 		$2.18M Buy
21,275
+1,043
+5% +$104K 1.67% 27
2016
Q4 		$1.9M Sell
20,232
-126
-0.6% -$12.1K 1.61% 37
2016
Q3 		$2.03M Sell
20,358
-665
-3% -$64.7K 1.85% 26
2016
Q2 		$1.96M Buy
21,023
+812
+4% +$76.9K 1.94% 23
2016
Q1 		$1.88M Sell
20,211
-511
-2% -$44.9K 2.15% 24
2015
Q4 		$1.93M Sell
20,722
-1,035
-5% -$97.7K 1.91% 27
2015
Q3 		$1.97M Sell
21,757
-572
-3% -$54.8K 1.98% 25
2015
Q2 		$2.28M Sell
22,329
-434
-2% -$45.4K 2.06% 19
2015
Q1 		$2.26M Buy
22,763
+122
+0.5% +$11.9K 2.21% 24
2014
Q4 		$2.16M Buy
22,641
+137
+0.6% +$13.4K 2.09% 27
2014
Q3 		$2.3M Buy
22,504
+2,403
+12% +$260K 2.12% 22
2014
Q2 		$2.23M Buy
+20,101
New +$2.18M 1.79% 26

Other funds holding VSS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

Tillar-Wenstrup Advisors's VSS Position: Q4 2018 in Review

Tillar-Wenstrup Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2018, closing a stake of 18,752 shares — an estimated $2.1M sold.

Tillar-Wenstrup Advisors first reported a position in VSS in Q2 2014 and held it in 18 quarters. The position peaked at $2.4M in Q4 2017. 340 funds tracked by Wall St. Rank hold VSS as of Q4 2018.

  • Tillar-Wenstrup Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2018 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 18,752 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2018, an estimated $2.1M.
  • Tillar-Wenstrup Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2014 and held it in 18 quarters.
  • Tillar-Wenstrup Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.4M in Q4 2017.
  • 340 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2018.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.