Wealthspire Advisors (Maryland)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-606	Closed	-$63K	–	2006
2019 Q1	$63K	Hold	606	–	–	﹤0.01%	813
2018 Q4	$57K	Buy	606 +1	+0.2%	+$101	0.01%	804
2018 Q3	$68K	Hold	605	–	–	0.01%	850
2018 Q2	$70K	Buy	605 +4	+0.7%	+$479	0.01%	849
2018 Q1	$72K	Hold	601	–	–	0.01%	841
2017 Q4	$72K	Buy	601 +10	+2%	+$1.17K	0.01%	856
2017 Q3	$68K	Buy	591 +2	+0.3%	+$224	0.01%	864
2017 Q2	$64K	Buy	+589	New	+$62.7K	0.01%	856

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

TAIM

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

MFM

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

CSIA

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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 22.9% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s VSS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2019, closing a stake of 606 shares — an estimated $63K sold.

Wealthspire Advisors (Maryland) first reported a position in VSS in Q2 2017 and held it in 8 quarters. The position peaked at $72K in Q1 2018. 356 funds tracked by Wall St. Rank hold VSS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 606 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2019, an estimated $63K.
Wealthspire Advisors (Maryland) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $72K in Q1 2018.
356 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.