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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
Q3 		$3.77M Buy
24,278
+93
+0.4% +$14.5K 0.79% 17
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

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
2L
25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return

Cornerstone Wealth Advisors's VSS Position: Q3 2026 in Review

Cornerstone Wealth Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.38% in Q3 2026, buying an estimated $14.5K and bringing the position to 24,278 shares worth $3.77M. The position accounts for 0.79% of the portfolio, ranked #17.

Cornerstone Wealth Advisors first reported a position in VSS in Q1 2021 and has held it in 23 quarters since. 142 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Cornerstone Wealth Advisors held 24,278 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.77M as of Q3 2026.
  • Cornerstone Wealth Advisors bought 93 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $14.5K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.79% of Cornerstone Wealth Advisors's portfolio in Q3 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 23 quarters since.
  • 142 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.