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 Q3	$511K	Buy	3,294 +43	+1%	+$6.72K	0.01%	294
2026 Q2	$502K	Hold	3,251	–	–	0.01%	305
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

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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Family CFO Los Altos, California $258M AUM 21.69% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VSS Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.3% in Q3 2026, buying an estimated $6.72K and bringing the position to 3,294 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #294.

Forvis Mazars Wealth Advisors first reported a position in VSS in Q3 2013 and has held it in 27 quarters since. The position peaked at $1.79M in Q4 2022. 307 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Forvis Mazars Wealth Advisors held 3,294 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $511K as of Q3 2026.
Forvis Mazars Wealth Advisors bought 43 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $6.72K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #294 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 27 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.
307 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.