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

American Investment Services’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 Q2	–	Sell	-2,637	Closed	-$305K	–	158
2025 Q1	$305K	Hold	2,637	–	–	0.05%	139
2024 Q4	$302K	Hold	2,637	–	–	0.05%	137
2024 Q3	$332K	Hold	2,637	–	–	0.06%	128
2024 Q2	$310K	Hold	2,637	–	–	0.05%	126
2024 Q1	$308K	Hold	2,637	–	–	0.05%	126
2023 Q4	$303K	Hold	2,637	–	–	0.06%	121
2023 Q3	$280K	Hold	2,637	–	–	0.06%	118
2023 Q2	$291K	Buy	+2,637	New	+$291K	0.06%	119

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

American Investment Services's VSS Position: Q2 2025 in Review

American Investment Services sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2025, closing a stake of 2,637 shares — an estimated $305K sold.

American Investment Services first reported a position in VSS in Q2 2023 and held it in 8 quarters. The position peaked at $332K in Q3 2024. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

American Investment Services reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2025 after selling out during the quarter.
American Investment Services sold 2,637 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $305K.
American Investment Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2023 and held it in 8 quarters.
American Investment Services's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $332K in Q3 2024.
648 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on American Investment Services's 13F filing for Q2 2025, filed 13 Aug 2025.