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

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-50
Closed -$5K – 604
2016
Q3 		$5K Buy
+50
New +$4.87K ﹤0.01% 563
2016
Q2 		– Sell
-50
Closed -$5K – 445
2016
Q1 		$5K Hold
50
– – ﹤0.01% 461
2015
Q4 		$5K Hold
50
– – ﹤0.01% 469
2015
Q3 		$5K Hold
50
– – ﹤0.01% 470
2015
Q2 		$5K Buy
+50
New +$5.23K ﹤0.01% 465

Other funds holding VSS

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Jones Financial Companies
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Woodmont Investment Counsel's VSS Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2016, closing a stake of 50 shares — an estimated $5K sold.

Woodmont Investment Counsel first reported a position in VSS in Q2 2015 and held it in 5 quarters. The position peaked at $5K in Q3 2016. 220 funds tracked by Wall St. Rank hold VSS as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 50 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2016, an estimated $5K.
  • Woodmont Investment Counsel first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $5K in Q3 2016.
  • 220 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.