WealthPLAN Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-3	Closed	-$331	–	1160
2023 Q2	$331	Buy	+3	New	+$331	﹤0.01%	1195
2016 Q3	–	Sell	-1,748	Closed	-$163	–	1078
2016 Q2	$163	Buy	+1,748	New	+$166K	﹤0.01%	2415

Other funds holding VSS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WealthPLAN Partners's VSS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2023, closing a stake of 3 shares — an estimated $331 sold.

WealthPLAN Partners first reported a position in VSS in Q2 2016 and held it in 2 quarters. The position peaked at $331 in Q2 2023. 538 funds tracked by Wall St. Rank hold VSS as of Q3 2023.

WealthPLAN Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 3 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2023, an estimated $331.
WealthPLAN Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2016 and held it in 2 quarters.
WealthPLAN Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $331 in Q2 2023.
538 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.