Drive Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Drive Wealth Management’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
2025 Q1	–	Sell	-2,221	Closed	-$254K	–	388
2024 Q4	$254K	Sell	2,221 -25	-1%	-$3K	0.06%	251
2024 Q3	$283K	Buy	2,246 +35	+2%	+$4.22K	0.07%	224
2024 Q2	$260K	Buy	2,211 +21	+1%	+$2.46K	0.07%	231
2024 Q1	$256K	Buy	+2,190	New	+$248K	0.07%	231

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Drive Wealth Management's VSS Position: Q1 2025 in Review

Drive Wealth Management sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2025, closing a stake of 2,221 shares — an estimated $254K sold.

Drive Wealth Management first reported a position in VSS in Q1 2024 and held it in 4 quarters. The position peaked at $283K in Q3 2024. 618 funds tracked by Wall St. Rank hold VSS as of Q1 2025.

Drive Wealth Management reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2025 after selling out during the quarter.
Drive Wealth Management sold 2,221 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2025, an estimated $254K.
Drive Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2024 and held it in 4 quarters.
Drive Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $283K in Q3 2024.
618 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.