Cutler Investment Counsel’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Cutler Investment Counsel’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	$9.87M	Buy	63,978 +1,813	+3%	+$284K	0.93%	36
2026 Q1	$9.06M	Buy	62,165 +301	+0.5%	+$45.5K	0.93%	36
2025 Q4	$8.87M	Buy	61,864 +3,179	+5%	+$453K	0.92%	37
2025 Q3	$8.37M	Buy	58,685 +3,190	+6%	+$442K	0.88%	38
2025 Q2	$7.46M	Buy	55,495 +4,500	+9%	+$555K	0.83%	43
2025 Q1	$5.89M	Buy	50,995 +15,422	+43%	+$1.79M	0.71%	49
2024 Q4	$4.07M	Buy	35,573 +13,269	+59%	+$1.59M	0.51%	58
2024 Q3	$2.81M	Buy	+22,304	New	+$2.69M	0.35%	61

Other funds holding VSS

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $191M AUM 12.84% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return