AIM
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Anchor Investment Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Anchor Investment 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
2026
Q1 		$728K Buy
4,995
+130
+3% +$19.6K 0.06% 228
2025
Q4 		$697K Buy
4,865
+235
+5% +$33.5K 0.06% 235
2025
Q3 		$660K Sell
4,630
-74
-2% -$10.2K 0.05% 240
2025
Q2 		$632K Sell
4,704
-139
-3% -$17.1K 0.06% 235
2025
Q1 		$560K Buy
4,843
+72
+2% +$8.37K 0.05% 240
2024
Q4 		$546K Buy
4,771
+192
+4% +$23.1K 0.05% 241
2024
Q3 		$577K Buy
4,579
+1,080
+31% +$130K 0.05% 240
2024
Q2 		$411K Buy
3,499
+161
+5% +$18.9K 0.04% 258
2024
Q1 		$390K Sell
3,338
-71
-2% -$8.04K 0.04% 271
2023
Q4 		$392K Buy
3,409
+101
+3% +$10.9K 0.04% 268
2023
Q3 		$351K Buy
3,308
+438
+15% +$48.6K 0.05% 273
2023
Q2 		$317K Buy
2,870
+300
+12% +$33.1K 0.04% 279
2023
Q1 		$281K Buy
2,570
+575
+29% +$62.5K 0.04% 293
2022
Q4 		$205K Buy
1,995
+255
+15% +$25.6K 0.03% 332
2022
Q3 		$161K Hold
1,740
– – 0.03% 365
2022
Q2 		$180K Hold
1,740
– – 0.03% 367
2022
Q1 		$216K Buy
1,740
+390
+29% +$48.9K 0.03% 363
2021
Q4 		$181K Buy
1,350
+450
+50% +$60.9K 0.02% 390
2021
Q3 		$120K Buy
900
+25
+3% +$3.44K 0.02% 426
2021
Q2 		$119K Buy
875
+50
+6% +$6.77K 0.02% 435
2021
Q1 		$106K Buy
825
+625
+313% +$79.2K 0.02% 432
2020
Q4 		$24.4K Buy
+200
New +$22.6K ﹤0.01% 570
2017
Q1 		– Sell
-100
Closed -$9.4K – 709
2016
Q4 		$9.4K Hold
100
– – ﹤0.01% 548
2016
Q3 		$9.95K Sell
100
-75
-43% -$7.3K ﹤0.01% 530
2016
Q2 		$16.3K Sell
175
-1,200
-87% -$114K 0.01% 464
2016
Q1 		$128K Buy
+1,375
New +$121K 0.05% 258

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

Anchor Investment Management's VSS Position: Q1 2026 in Review

Anchor Investment Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 2.7% in Q1 2026, buying an estimated $19.6K and bringing the position to 4,995 shares worth $728K. The position accounts for 0.06% of the portfolio, ranked #228.

Anchor Investment Management first reported a position in VSS in Q1 2016 and has held it in 26 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Anchor Investment Management held 4,995 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $728K as of Q1 2026.
  • Anchor Investment Management bought 130 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $19.6K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.06% of Anchor Investment Management's portfolio in Q1 2026, its #228 holding.
  • Anchor Investment Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2016 and has held it in 26 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.