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

Bellwether Advisors’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	–	Sell	-17	Closed	-$2.29K	–	563
2025 Q2	$2.29K	Hold	17	–	–	﹤0.01%	489
2025 Q1	$1.96K	Hold	17	–	–	﹤0.01%	438
2024 Q4	$1.94K	Buy	+17	New	+$2.04K	﹤0.01%	446
2023 Q2	–	Sell	-16	Closed	-$1.76K	–	439
2023 Q1	$1.76K	Sell	16 -6	-27%	-$652	﹤0.01%	350
2022 Q4	$2.27K	Buy	22 +1	+5%	+$101	﹤0.01%	349
2022 Q3	$2K	Sell	21 -9	-30%	-$936	﹤0.01%	412
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	326
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	431
2021 Q4	$4K	Hold	30	–	–	﹤0.01%	432
2021 Q3	$4K	Hold	30	–	–	﹤0.01%	409
2021 Q2	$4K	Hold	30	–	–	﹤0.01%	348
2021 Q1	$3K	Sell	30 -1	-3%	-$127	﹤0.01%	339
2020 Q4	$3K	Buy	+31	New	+$3.51K	﹤0.01%	298

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bellwether Advisors's VSS Position: Q3 2025 in Review

Bellwether Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2025, closing a stake of 17 shares — an estimated $2.29K sold.

Bellwether Advisors first reported a position in VSS in Q4 2020 and held it in 13 quarters. The position peaked at $4K in Q4 2021. 670 funds tracked by Wall St. Rank hold VSS as of Q3 2025.

Bellwether Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 17 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2025, an estimated $2.29K.
Bellwether Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4K in Q4 2021.
670 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.