Clarion Wealth Managment Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Clarion Wealth Managment Partners’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 Q1	$447K	Sell	3,063 -25	-0.8%	-$3.78K	0.4%	55
2025 Q4	$443K	Sell	3,088 -209	-6%	-$29.8K	0.41%	53
2025 Q3	$470K	Sell	3,297 -391	-11%	-$54.1K	0.46%	52
2025 Q2	$496K	Buy	+3,688	New	+$455K	0.54%	46

Other funds holding VSS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Clarion Wealth Managment Partners's VSS Position: Q1 2026 in Review

Clarion Wealth Managment Partners reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.81% in Q1 2026, selling an estimated $3.78K and leaving 3,063 shares worth $447K. The position accounts for 0.4% of the portfolio, ranked #55.

Clarion Wealth Managment Partners first reported a position in VSS in Q2 2025 and has held it in 4 quarters since. The position peaked at $496K in Q2 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Clarion Wealth Managment Partners held 3,063 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $447K as of Q1 2026.
Clarion Wealth Managment Partners sold 25 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $3.78K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.4% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #55 holding.
Clarion Wealth Managment Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2025 and has held it in 4 quarters since.
Clarion Wealth Managment Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $496K in Q2 2025.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.