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

Fiduciary Advisors Inc’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	$4.02M	Buy	27,583 +1,923	+7%	+$291K	3.02%	14
2025 Q4	$3.68M	Buy	25,660 +1,703	+7%	+$243K	2.8%	14
2025 Q3	$3.42M	Sell	23,957 -482	-2%	-$66.8K	2.76%	14
2025 Q2	$3.28M	Buy	24,439 +856	+4%	+$106K	2.89%	14
2025 Q1	$2.73M	Buy	23,583 +906	+4%	+$105K	2.69%	13
2024 Q4	$2.6M	Buy	+22,677	New	+$2.72M	2.61%	13

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

Fiduciary Advisors Inc's VSS Position: Q1 2026 in Review

Fiduciary Advisors Inc increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 7.5% in Q1 2026, buying an estimated $291K and bringing the position to 27,583 shares worth $4.02M. The position accounts for 3.02% of the portfolio, ranked #14.

Fiduciary Advisors Inc first reported a position in VSS in Q4 2024 and has held it in 6 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Fiduciary Advisors Inc held 27,583 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.02M as of Q1 2026.
Fiduciary Advisors Inc bought 1,923 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $291K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 3.02% of Fiduciary Advisors Inc's portfolio in Q1 2026, its #14 holding.
Fiduciary Advisors Inc first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 6 quarters since.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q1 2026, filed 16 Apr 2026.