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

Alteri Wealth’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
2026
Q1 		– Sell
-1,558
Closed -$223K – 309
2025
Q4 		$223K Buy
1,558
+113
+8% +$16.1K 0.07% 260
2025
Q3 		$206K Buy
+1,445
New +$200K 0.07% 265

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alteri Wealth's VSS Position: Q1 2026 in Review

Alteri Wealth sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2026, closing a stake of 1,558 shares — an estimated $223K sold.

Alteri Wealth first reported a position in VSS in Q3 2025 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 697 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Alteri Wealth reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2026 after selling out during the quarter.
  • Alteri Wealth sold 1,558 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $223K.
  • Alteri Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2025 and held it in 2 quarters.
  • Alteri Wealth's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $223K in Q4 2025.
  • 697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.