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

Elm Partners 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
2026 Q1	$268K	Buy	+1,896	New	+$287K	0.01%	136
2023 Q4	–	Sell	-3,638	Closed	-$386K	–	53
2023 Q3	$386K	Sell	3,638 -20	-0.5%	-$2.22K	0.04%	42
2023 Q2	$404K	Hold	3,658	–	–	0.04%	40
2023 Q1	$400K	Buy	+3,658	New	+$397K	0.04%	38
2022 Q2	–	Sell	-1,829	Closed	-$227K	–	50
2022 Q1	$227K	Hold	1,829	–	–	0.03%	33
2021 Q4	$245K	Sell	1,829 -44	-2%	-$5.95K	0.03%	33
2021 Q3	$250K	Sell	1,873 -666	-26%	-$91.7K	0.03%	35
2021 Q2	$346K	Sell	2,539 -254	-9%	-$34.4K	0.05%	34
2021 Q1	$359K	Sell	2,793 -38,645	-93%	-$4.9M	0.05%	34
2020 Q4	$5.05M	Sell	41,438 -4,152	-9%	-$470K	0.75%	24
2020 Q3	$4.8M	Sell	45,590 -362	-0.8%	-$37.7K	0.81%	24
2020 Q2	$4.44M	Sell	45,952 -6,591	-13%	-$589K	0.79%	26
2020 Q1	$4.11M	Sell	52,543 -42,271	-45%	-$4.2M	0.9%	24
2019 Q4	$9.67M	Sell	94,814 -1,460	-2%	-$156K	2.12%	12
2019 Q3	$9.81M	Sell	96,274 -19,952	-17%	-$2.05M	2.22%	11
2019 Q2	$12.2M	Buy	116,226 +4,877	+4%	+$509K	2.74%	12
2019 Q1	$11.6M	Buy	111,349 +15,241	+16%	+$1.55M	3.1%	11
2018 Q4	$9.06M	Buy	+96,108	New	+$9.75M	3.13%	9

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

Elm Partners Management's VSS Position: Q1 2026 in Review

Elm Partners Management opened a new position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2026: 1,896 shares worth $268K. The stake represents 0.01% of the portfolio and ranks #136 among its holdings. This is a return to the name: Elm Partners Management previously reported a position in VSS as recently as Q3 2023.

Elm Partners Management first reported a position in VSS in Q4 2018 and has held it in 18 quarters since. The position peaked at $12.2M in Q2 2019. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Elm Partners Management held 1,896 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $268K as of Q1 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund was a new Elm Partners Management position in Q1 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Elm Partners Management's portfolio in Q1 2026, its #136 holding.
Elm Partners Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and has held it in 18 quarters since.
Elm Partners Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $12.2M in Q2 2019.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Elm Partners Management's 13F filing for Q1 2026, filed 13 May 2026.