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

CSM 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 Q1	$343K	Hold	2,350	–	–	0.01%	384
2025 Q4	$337K	Sell	2,350 -124,200	-98%	-$17.7M	0.01%	385
2025 Q3	$18M	Hold	126,550	–	–	0.5%	58
2025 Q2	$17M	Buy	126,550 +124,200	+5,285%	+$15.3M	0.5%	60
2025 Q1	$272K	Hold	2,350	–	–	0.01%	118
2024 Q4	$269K	Hold	2,350	–	–	0.01%	120
2024 Q3	$296K	Hold	2,350	–	–	0.02%	115
2024 Q2	$276K	Hold	2,350	–	–	0.02%	122
2024 Q1	$275K	Hold	2,350	–	–	0.02%	131
2023 Q4	$270K	Hold	2,350	–	–	0.02%	134
2023 Q3	$250K	Hold	2,350	–	–	0.02%	130
2023 Q2	$260K	Hold	2,350	–	–	0.02%	139
2023 Q1	$257K	Buy	+2,350	New	+$255K	0.02%	137

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

CSM Advisors's VSS Position: Q1 2026 in Review

CSM Advisors held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2026 at 2,350 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #384.

CSM Advisors first reported a position in VSS in Q1 2023 and has held it in 13 quarters since. The position peaked at $18M in Q3 2025. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

CSM Advisors held 2,350 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $343K as of Q1 2026.
CSM Advisors left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q1 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of CSM Advisors's portfolio in Q1 2026, its #384 holding.
CSM Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2023 and has held it in 13 quarters since.
CSM Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $18M in Q3 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 CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.