Clune & Associates’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Clune & Associates’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 Q3	$3.37M	Sell	21,722 -1,770	-8%	-$276K	0.52%	43
2026 Q2	$3.62M	Sell	23,492 -8,068	-26%	-$1.27M	0.55%	39
2026 Q1	$4.6M	Sell	31,560 -8,906	-22%	-$1.35M	0.87%	34
2025 Q4	$5.8M	Buy	40,466 +5,375	+15%	+$766K	1.25%	23
2025 Q3	$5M	Buy	35,091 +2,729	+8%	+$378K	1.25%	22
2025 Q2	$4.35M	Sell	32,362 -609	-2%	-$75.1K	1.19%	25
2025 Q1	$3.81M	Buy	32,971 +1,224	+4%	+$142K	1.17%	26
2024 Q4	$3.63M	Buy	+31,747	New	+$3.81M	1.21%	23

Other funds holding VSS

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return

Clune & Associates's VSS Position: Q3 2026 in Review

Clune & Associates reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 7.5% in Q3 2026, selling an estimated $276K and leaving 21,722 shares worth $3.37M. The position accounts for 0.52% of the portfolio, ranked #43.

Clune & Associates first reported a position in VSS in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.8M in Q4 2025. 166 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Clune & Associates held 21,722 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.37M as of Q3 2026.
Clune & Associates sold 1,770 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $276K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.52% of Clune & Associates's portfolio in Q3 2026, its #43 holding.
Clune & Associates first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $5.8M in Q4 2025.
166 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.