AWM
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Accredited Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$4.56K Buy
112
+80
+250% +$11.1K ﹤0.01% 323
2025
Q2 		$4.3K Hold
32
– – ﹤0.01% 325
2025
Q1 		$3.7K Hold
32
– – ﹤0.01% 312
2024
Q4 		$3.66K Buy
+32
New +$3.85K ﹤0.01% 311

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accredited Wealth Management's VSS Position: Q3 2025 in Review

Accredited Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 250% in Q3 2025, buying an estimated $11.1K and bringing the position to 112 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Accredited Wealth Management first reported a position in VSS in Q4 2024 and has held it in 4 quarters since. 668 funds tracked by Wall St. Rank hold VSS as of Q3 2025.

  • Accredited Wealth Management held 112 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.56K as of Q3 2025.
  • Accredited Wealth Management bought 80 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2025, an estimated $11.1K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #323 holding.
  • Accredited Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 4 quarters since.
  • 668 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.