Focus Partners Wealth
VSS icon

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

Focus Partners Wealth’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 		$7.58M Buy
51,907
+5,945
+13% +$899K 0.01% 806
2025
Q4 		$6.59M Buy
45,962
+12,925
+39% +$1.84M 0.01% 852
2025
Q3 		$4.71M Sell
33,037
-7,601
-19% -$1.05M 0.01% 759
2025
Q2 		$5.46M Sell
40,638
-988
-2% -$122K 0.01% 651
2025
Q1 		$4.81M Buy
41,626
+8,506
+26% +$989K 0.01% 639
2024
Q4 		$3.79M Buy
33,120
+4,774
+17% +$574K 0.01% 686
2024
Q3 		$3.57M Buy
28,346
+9,434
+50% +$1.14M 0.01% 641
2024
Q2 		$2.22M Buy
18,912
+10,057
+114% +$1.18M 0.01% 632
2024
Q1 		$1.03M Buy
8,855
+4,342
+96% +$491K 0.01% 592
2023
Q4 		$519K Buy
+4,513
New +$485K 0.01% 571

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MIAS
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Natixis Advisors
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return