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

Bristlecone 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	$344K	Hold	2,411	–	–	0.03%	190
2025 Q2	$324K	Sell	2,411 -386	-14%	-$47.6K	0.03%	183
2025 Q1	$323K	Sell	2,797 -182	-6%	-$21.2K	0.03%	232
2024 Q4	$341K	Buy	2,979 +2	+0.1%	+$240	0.03%	227
2024 Q3	$375K	Hold	2,977	–	–	0.03%	207
2024 Q2	$350K	Buy	2,977 +1	+0%	+$117	0.03%	212
2024 Q1	$348K	Buy	+2,976	New	+$337K	0.03%	216
2023 Q2	–	Sell	-291	Closed	-$31.8K	–	351
2023 Q1	$31.8K	Buy	+291	New	+$31.6K	﹤0.01%	309

Other funds holding VSS

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 Boston, Massachusetts $71.9B AUM 28.03% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Bristlecone Advisors's VSS Position: Q3 2025 in Review

Bristlecone Advisors held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q3 2025 at 2,411 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #190.

Bristlecone Advisors first reported a position in VSS in Q1 2023 and has held it in 8 quarters since. The position peaked at $375K in Q3 2024. 668 funds tracked by Wall St. Rank hold VSS as of Q3 2025.

Bristlecone Advisors held 2,411 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $344K as of Q3 2025.
Bristlecone Advisors left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q3 2025.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Bristlecone Advisors's portfolio in Q3 2025, its #190 holding.
Bristlecone Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2023 and has held it in 8 quarters since.
Bristlecone Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $375K in Q3 2024.
668 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.