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

Wipfli 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	$574K	Buy	6,189 +2,838	+85%	+$295K	0.04%	196
2022 Q2	$346K	Sell	3,351 -79	-2%	-$8.96K	0.04%	72
2022 Q1	$425K	Buy	+3,430	New	+$430K	0.04%	65

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 $79.5B AUM 27.1% 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 $424B AUM 22.96% 1-Year Est. Return

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

Wipfli Financial Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 85% in Q3 2022, buying an estimated $295K and bringing the position to 6,189 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #196.

Wipfli Financial Advisors first reported a position in VSS in Q1 2022 and has held it in 3 quarters since. 496 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

Wipfli Financial Advisors held 6,189 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $574K as of Q3 2022.
Wipfli Financial Advisors bought 2,838 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2022, an estimated $295K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #196 holding.
Wipfli Financial Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and has held it in 3 quarters since.
496 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.