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

WealthShield’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
2017 Q4	$5K	Buy	+41	New	+$4.78K	﹤0.01%	203

Other funds holding VSS

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

PCA

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

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

MFM

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

TAIM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

WealthShield's VSS Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2017: 41 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #203 among its holdings.

276 funds tracked by Wall St. Rank hold VSS as of Q4 2017.

WealthShield held 41 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $5K as of Q4 2017.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new WealthShield position in Q4 2017.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #203 holding.
276 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.