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

Blue Barn 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
2025
Q4 		$2.15M Sell
14,990
-14,934
-50% -$2.13M 3.13% 10
2025
Q3 		$4.27M Buy
29,924
+2,344
+8% +$325K 1.87% 12
2025
Q2 		$3.71M Sell
27,580
-132
-0.5% -$16.3K 1.75% 14
2025
Q1 		$3.2M Buy
27,712
+2,790
+11% +$324K 1.67% 15
2024
Q4 		$2.85M Buy
24,922
+1,769
+8% +$213K 1.5% 17
2024
Q3 		$2.92M Buy
23,153
+724
+3% +$87.3K 1.5% 18
2024
Q2 		$2.64M Buy
22,429
+394
+2% +$46.2K 1.47% 18
2024
Q1 		$2.57M Buy
22,035
+140
+0.6% +$15.8K 1.44% 18
2023
Q4 		$2.52M Buy
21,895
+1,299
+6% +$140K 1.5% 18
2023
Q3 		$2.19M Buy
20,596
+669
+3% +$74.3K 1.44% 18
2023
Q2 		$2.2M Buy
19,927
+362
+2% +$39.9K 1.43% 17
2023
Q1 		$2.14M Buy
19,565
+683
+4% +$74.2K 1.32% 18
2022
Q4 		$1.94M Sell
18,882
-3,902
-17% -$392K 1.28% 23
2022
Q3 		$2.12M Buy
22,784
+533
+2% +$55.4K 1.51% 14
2022
Q2 		$2.3M Buy
22,251
+1,125
+5% +$128K 1.76% 13
2022
Q1 		$2.62M Buy
21,126
+1,743
+9% +$219K 1.81% 13
2021
Q4 		$2.6M Buy
19,383
+1,651
+9% +$223K 1.76% 13
2021
Q3 		$2.37M Buy
17,732
+925
+6% +$127K 2.08% 11
2021
Q2 		$2.29M Buy
+16,807
New +$2.27M 2.35% 12

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
AF
Align Financial Hermantown, Minnesota $176M AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Blue Barn Wealth's VSS Position: Q4 2025 in Review

Blue Barn Wealth reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 50% in Q4 2025, selling an estimated $2.13M and leaving 14,990 shares worth $2.15M. The position accounts for 3.13% of the portfolio, ranked #10.

Blue Barn Wealth first reported a position in VSS in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.27M in Q3 2025. 681 funds tracked by Wall St. Rank hold VSS as of Q4 2025.

  • Blue Barn Wealth held 14,990 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.15M as of Q4 2025.
  • Blue Barn Wealth sold 14,934 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2025, an estimated $2.13M.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 3.13% of Blue Barn Wealth's portfolio in Q4 2025, its #10 holding.
  • Blue Barn Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2021 and has held it in 19 quarters since.
  • Blue Barn Wealth's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4.27M in Q3 2025.
  • 681 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.