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

WestHill Financial 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
2022 Q3	–	Sell	-597	Closed	-$62K	–	118
2022 Q2	$62K	Hold	597	–	–	0.02%	80
2022 Q1	$74K	Hold	597	–	–	0.02%	86
2021 Q4	$80K	Hold	597	–	–	0.02%	88
2021 Q3	$80K	Buy	+597	New	+$82.2K	0.02%	75
2021 Q1	$77K	Hold	597	–	–	0.03%	65
2020 Q4	$73K	Buy	+597	New	+$67.5K	0.03%	67

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

WestHill Financial Advisors's VSS Position: Q3 2022 in Review

WestHill Financial Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2022, closing a stake of 597 shares — an estimated $62K sold.

WestHill Financial Advisors first reported a position in VSS in Q4 2020 and held it in 6 quarters. The position peaked at $80K in Q4 2021. 495 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

WestHill Financial Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2022 after selling out during the quarter.
WestHill Financial Advisors sold 597 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2022, an estimated $62K.
WestHill Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and held it in 6 quarters.
WestHill Financial Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $80K 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 WestHill Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.