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

Cornerstone Wealth 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
2026
Q2 		$3.73M Sell
24,185
-140
-0.6% -$22K 0.78% 17
2026
Q1 		$3.55M Buy
24,325
+403
+2% +$60.9K 0.82% 17
2025
Q4 		$3.43M Sell
23,922
-245
-1% -$34.9K 0.8% 17
2025
Q3 		$3.44M Sell
24,167
-1,566
-6% -$217K 0.83% 17
2025
Q2 		$3.46M Sell
25,733
-142
-0.5% -$17.5K 0.89% 16
2025
Q1 		$2.99M Buy
25,875
+123
+0.5% +$14.3K 0.83% 16
2024
Q4 		$2.95M Buy
25,752
+1,538
+6% +$185K 0.81% 15
2024
Q3 		$3.05M Buy
24,214
+886
+4% +$107K 0.85% 16
2024
Q2 		$2.74M Buy
23,328
+570
+3% +$66.9K 0.82% 18
2024
Q1 		$2.66M Buy
22,758
+1,019
+5% +$115K 0.82% 18
2023
Q4 		$2.5M Buy
21,739
+4,229
+24% +$454K 0.81% 18
2023
Q3 		$1.86M Buy
17,510
+4,057
+30% +$450K 0.66% 21
2023
Q2 		$1.49M Buy
13,453
+1,340
+11% +$148K 0.51% 24
2023
Q1 		$1.32M Buy
12,113
+284
+2% +$30.9K 0.48% 23
2022
Q4 		$1.22M Sell
11,829
-2,312
-16% -$232K 0.47% 24
2022
Q3 		$1.31M Sell
14,141
-1,981
-12% -$206K 0.52% 21
2022
Q2 		$1.66M Buy
16,122
+721
+5% +$81.8K 0.64% 21
2022
Q1 		$1.91M Buy
15,401
+648
+4% +$81.3K 0.66% 19
2021
Q4 		$1.98M Buy
14,753
+499
+4% +$67.5K 0.66% 19
2021
Q3 		$1.91M Buy
14,254
+80
+0.6% +$11K 0.67% 20
2021
Q2 		$1.94M Buy
14,174
+239
+2% +$32.3K 0.68% 20
2021
Q1 		$1.79M Buy
+13,935
New +$1.77M 0.68% 20

Other funds holding VSS

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cornerstone Wealth Advisors's VSS Position: Q2 2026 in Review

Cornerstone Wealth Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.58% in Q2 2026, selling an estimated $22K and leaving 24,185 shares worth $3.73M. The position accounts for 0.78% of the portfolio, ranked #17.

Cornerstone Wealth Advisors first reported a position in VSS in Q1 2021 and has held it in 22 quarters since. 152 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Cornerstone Wealth Advisors held 24,185 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.73M as of Q2 2026.
  • Cornerstone Wealth Advisors sold 140 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $22K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.78% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Cornerstone Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and has held it in 22 quarters since.
  • 152 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.