First National Bank of Mount Dora’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

First National Bank of Mount Dora’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 Q2	$324K	Hold	2,100	–	–	0.06%	111
2026 Q1	$306K	Hold	2,100	–	–	0.07%	107
2025 Q4	$301K	Hold	2,100	–	–	0.07%	110
2025 Q3	$299K	Hold	2,100	–	–	0.07%	108
2025 Q2	$282K	Hold	2,100	–	–	0.06%	111
2025 Q1	$243K	Hold	2,100	–	–	0.06%	121
2024 Q4	$240K	Hold	2,100	–	–	0.06%	122
2024 Q3	$265K	Hold	2,100	–	–	0.06%	123
2024 Q2	$247K	Hold	2,100	–	–	0.06%	123
2024 Q1	$245K	Hold	2,100	–	–	0.06%	118
2023 Q4	$242K	Hold	2,100	–	–	0.06%	110
2023 Q3	$223K	Hold	2,100	–	–	0.07%	113
2023 Q2	$232K	Hold	2,100	–	–	0.07%	114
2023 Q1	$229K	Hold	2,100	–	–	0.07%	116
2022 Q4	$216K	Buy	+2,100	New	+$211K	0.07%	116
2022 Q3	–	Sell	-2,100	Closed	-$217K	–	131
2022 Q2	$217K	Hold	2,100	–	–	0.07%	115
2022 Q1	$260K	Hold	2,100	–	–	0.08%	111
2021 Q4	$281K	Hold	2,100	–	–	0.08%	105
2021 Q3	$281K	Hold	2,100	–	–	0.09%	100
2021 Q2	$286K	Hold	2,100	–	–	0.09%	97
2021 Q1	$269K	Buy	+2,100	New	+$266K	0.09%	99

Other funds holding VSS

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

First National Bank of Mount Dora's VSS Position: Q2 2026 in Review

First National Bank of Mount Dora held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 2,100 shares worth $324K. The position accounts for 0.06% of the portfolio, ranked #111.

First National Bank of Mount Dora first reported a position in VSS in Q1 2021 and has held it in 21 quarters since. 328 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

First National Bank of Mount Dora held 2,100 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $324K as of Q2 2026.
First National Bank of Mount Dora left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.06% of First National Bank of Mount Dora's portfolio in Q2 2026, its #111 holding.
First National Bank of Mount Dora first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and has held it in 21 quarters since.
328 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.