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Forvis Mazars Wealth Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Forvis Mazars Wealth Advisors’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 		$474K Sell
3,251
-224
-6% -$33.9K 0.01% 291
2025
Q4 		$498K Hold
3,475
– – 0.01% 286
2025
Q3 		$495K Buy
+3,475
New +$481K 0.01% 284
2025
Q1 		– Sell
-3,178
Closed -$364K – 430
2024
Q4 		$364K Sell
3,178
-2,433
-43% -$292K 0.01% 350
2024
Q3 		$707K Hold
5,611
– – 0.02% 266
2024
Q2 		$659K Sell
5,611
-182
-3% -$21.4K 0.02% 246
2024
Q1 		$677K Sell
5,793
-372
-6% -$42.1K 0.02% 250
2023
Q4 		$709K Sell
6,165
-6,831
-53% -$734K 0.02% 238
2023
Q3 		$1.38M Sell
12,996
-1,486
-10% -$165K 0.04% 180
2023
Q2 		$1.6M Sell
14,482
-526
-4% -$58K 0.05% 183
2023
Q1 		$1.64M Sell
15,008
-2,363
-14% -$257K 0.05% 164
2022
Q4 		$1.79M Buy
17,371
+625
+4% +$62.8K 0.06% 156
2022
Q3 		$1.55M Buy
16,746
+5,320
+47% +$553K 0.06% 159
2022
Q2 		$1.18M Sell
11,426
-1,210
-10% -$137K 0.05% 175
2022
Q1 		$1.56M Buy
+12,636
New +$1.59M 0.07% 124
2016
Q1 		– Sell
-5,860
Closed -$544K – 206
2015
Q4 		$544K Sell
5,860
-745
-11% -$70.3K 0.08% 107
2015
Q3 		$599K Sell
6,605
-2,061
-24% -$197K 0.11% 90
2015
Q2 		$883K Sell
8,666
-2,625
-23% -$275K 0.13% 82
2015
Q1 		$1.12M Sell
11,291
-649
-5% -$63.3K 0.16% 76
2014
Q4 		$1.14M Buy
11,940
+4
+0% +$392 0.19% 68
2014
Q3 		$1.22M Sell
11,936
-266
-2% -$28.8K 0.21% 59
2014
Q2 		$1.36M Sell
12,202
-156
-1% -$17K 0.23% 56
2014
Q1 		$1.32M Sell
12,358
-113
-0.9% -$11.8K 0.23% 64
2013
Q4 		$1.28M Buy
12,471
+19
+0.2% +$1.93K 0.24% 64
2013
Q3 		$1.24M Buy
+12,452
New +$1.19M 0.25% 64

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
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 $109B 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

Forvis Mazars Wealth Advisors's VSS Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 6.4% in Q1 2026, selling an estimated $33.9K and leaving 3,251 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #291.

Forvis Mazars Wealth Advisors first reported a position in VSS in Q3 2013 and has held it in 25 quarters since. The position peaked at $1.79M in Q4 2022. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 3,251 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $474K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 224 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $33.9K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #291 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2013 and has held it in 25 quarters since.
  • Forvis Mazars Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.79M in Q4 2022.
  • 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.