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

Caldwell Sutter Capital’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	$6.17K	Sell	40 -2	-5%	-$314	﹤0.01%	664
2026 Q1	$6.12K	Hold	42	–	–	﹤0.01%	614
2025 Q4	$6.02K	Buy	42 +2	+5%	+$285	﹤0.01%	614
2025 Q3	$5.7K	Hold	40	–	–	﹤0.01%	617
2025 Q2	$5.38K	Hold	40	–	–	﹤0.01%	608
2025 Q1	$4.62K	Hold	40	–	–	﹤0.01%	635
2024 Q4	$4.58K	Hold	40	–	–	﹤0.01%	645
2024 Q3	$5.04K	Hold	40	–	–	﹤0.01%	640
2024 Q2	$4.7K	Hold	40	–	–	﹤0.01%	637
2024 Q1	$4.67K	Hold	40	–	–	﹤0.01%	643
2023 Q4	$4.6K	Hold	40	–	–	﹤0.01%	641
2023 Q3	$4.25K	Hold	40	–	–	﹤0.01%	621
2023 Q2	$4.42K	Hold	40	–	–	﹤0.01%	626
2023 Q1	$4.37K	Hold	40	–	–	﹤0.01%	446
2022 Q4	$4.11K	Buy	+40	New	+$4.02K	﹤0.01%	285

Other funds holding VSS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Caldwell Sutter Capital's VSS Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 4.8% in Q2 2026, selling an estimated $314 and leaving 40 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Caldwell Sutter Capital first reported a position in VSS in Q4 2022 and has held it in 15 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Caldwell Sutter Capital held 40 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.17K as of Q2 2026.
Caldwell Sutter Capital sold 2 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $314.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #664 holding.
Caldwell Sutter Capital first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and has held it in 15 quarters since.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.