Farmers & Merchants Trust Company’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Farmers & Merchants Trust Company’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	-2,334	Closed	-$267K	–	199
2024 Q4	$267K	Hold	2,334	–	–	0.07%	164
2024 Q3	$294K	Sell	2,334 -180	-7%	-$21.7K	0.07%	158
2024 Q2	$295K	Buy	2,514 +42	+2%	+$4.93K	0.08%	147
2024 Q1	$289K	Buy	+2,472	New	+$280K	0.07%	158

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

Farmers & Merchants Trust Company's VSS Position: Q1 2025 in Review

Farmers & Merchants Trust Company sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2025, closing a stake of 2,334 shares — an estimated $267K sold.

Farmers & Merchants Trust Company first reported a position in VSS in Q1 2024 and held it in 4 quarters. The position peaked at $295K in Q2 2024. 619 funds tracked by Wall St. Rank hold VSS as of Q1 2025.

Farmers & Merchants Trust Company reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2025 after selling out during the quarter.
Farmers & Merchants Trust Company sold 2,334 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2025, an estimated $267K.
Farmers & Merchants Trust Company first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2024 and held it in 4 quarters.
Farmers & Merchants Trust Company's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $295K in Q2 2024.
619 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2025.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2025, filed 17 Apr 2025.