BHWM
VSS icon

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

Beaird Harris 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
2026
Q2 		$10.3M Sell
66,466
-1,344
-2% -$211K 0.64% 26
2026
Q1 		$9.89M Sell
67,810
-7,549
-10% -$1.14M 0.67% 25
2025
Q4 		$10.8M Sell
75,359
-3,351
-4% -$477K 0.74% 24
2025
Q3 		$11.2M Sell
78,710
-4,519
-5% -$626K 0.8% 24
2025
Q2 		$11.2M Sell
83,229
-2,112
-2% -$261K 0.87% 22
2025
Q1 		$9.87M Sell
85,341
-5,718
-6% -$665K 0.84% 23
2024
Q4 		$10.4M Sell
91,059
-2,108
-2% -$253K 0.9% 24
2024
Q3 		$11.7M Sell
93,167
-13,695
-13% -$1.65M 1.03% 21
2024
Q2 		$12.6M Sell
106,862
-98,423
-48% -$11.6M 1.18% 22
2024
Q1 		$24M Buy
205,285
+9,613
+5% +$1.09M 2.34% 17
2023
Q4 		$22.5M Buy
195,672
+10,831
+6% +$1.16M 2.36% 17
2023
Q3 		$19.6M Buy
184,841
+3,632
+2% +$403K 2.35% 16
2023
Q2 		$20M Sell
181,209
-219
-0.1% -$24.1K 2.4% 15
2023
Q1 		$19.8M Buy
181,428
+2,762
+2% +$300K 3.56% 12
2022
Q4 		$18.4M Buy
178,666
+4,040
+2% +$406K 3.43% 12
2022
Q3 		$16.2M Buy
174,626
+85,802
+97% +$8.92M 3.55% 11
2022
Q2 		$9.17M Buy
88,824
+52,833
+147% +$5.99M 2.53% 12
2022
Q1 		$4.46M Buy
35,991
+25,590
+246% +$3.21M 1.61% 13
2021
Q4 		$1.39M Buy
+10,401
New +$1.41M 0.51% 29

Other funds holding VSS

EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $191M AUM 12.84% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return