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 Q3	$6.53M	Buy	42,049 +12,397	+42%	+$1.94M	4.39%	9
2026 Q2	$4.58M	Buy	29,652 +2,069	+8%	+$325K	3.08%	12
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

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fiduciary Advisors Inc's VSS Position: Q3 2026 in Review

Fiduciary Advisors Inc increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 42% in Q3 2026, buying an estimated $1.94M and bringing the position to 42,049 shares worth $6.53M. The position accounts for 4.39% of the portfolio, ranked #9.

Fiduciary Advisors Inc first reported a position in VSS in Q4 2024 and has held it in 8 quarters since. 519 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Fiduciary Advisors Inc held 42,049 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $6.53M as of Q3 2026.
Fiduciary Advisors Inc bought 12,397 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $1.94M.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 4.39% of Fiduciary Advisors Inc's portfolio in Q3 2026, its #9 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 8 quarters since.
519 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q3 2026, filed 16 Oct 2026.