Brookstone Capital Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Brookstone Capital 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
2025 Q2	–	Sell	-1,765	Closed	-$204K	–	1101
2025 Q1	$204K	Buy	+1,765	New	+$205K	﹤0.01%	972
2015 Q4	–	Sell	-67	Closed	-$6K	–	868
2015 Q3	$6K	Sell	67 -677	-91%	-$64.8K	﹤0.01%	1349
2015 Q2	$76K	Buy	+744	New	+$77.8K	0.01%	386

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Brookstone Capital Management's VSS Position: Q2 2025 in Review

Brookstone Capital Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2025, closing a stake of 1,765 shares — an estimated $204K sold.

Brookstone Capital Management first reported a position in VSS in Q2 2015 and held it in 3 quarters. The position peaked at $204K in Q1 2025. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

Brookstone Capital Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2025 after selling out during the quarter.
Brookstone Capital Management sold 1,765 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $204K.
Brookstone Capital Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2015 and held it in 3 quarters.
Brookstone Capital Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $204K in Q1 2025.
648 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Brookstone Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.