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

Vigilant 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
2022 Q3	–	Sell	-460	Closed	-$48K	–	629
2022 Q2	$48K	Sell	460 -15	-3%	-$1.7K	﹤0.01%	274
2022 Q1	$59K	Buy	475 +15	+3%	+$1.88K	﹤0.01%	273
2021 Q4	$62K	Buy	+460	New	+$62.2K	﹤0.01%	291
2020 Q1	–	Sell	-88	Closed	-$10K	–	453
2019 Q4	$10K	Buy	+88	New	+$9.39K	﹤0.01%	425

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

CSIA

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

MIAS

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

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

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

TAIM

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Vigilant Capital Management's VSS Position: Q3 2022 in Review

Vigilant Capital Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2022, closing a stake of 460 shares — an estimated $48K sold.

Vigilant Capital Management first reported a position in VSS in Q4 2019 and held it in 4 quarters. The position peaked at $62K in Q4 2021. 495 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

Vigilant Capital Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2022 after selling out during the quarter.
Vigilant Capital Management sold 460 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2022, an estimated $48K.
Vigilant Capital Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and held it in 4 quarters.
Vigilant Capital Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $62K in Q4 2021.
495 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2022.

Based on Vigilant Capital Management's 13F filing for Q3 2022, filed 25 Oct 2022.