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

Fourth Dimension 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	–	Sell	-2,027	Closed	-$291K	–	631
2025 Q4	$291K	Sell	2,027 -157	-7%	-$22.4K	0.11%	109
2025 Q3	$311K	Buy	2,184 +195	+10%	+$27K	0.12%	97
2025 Q2	$267K	Sell	1,989 -2,044	-51%	-$252K	0.11%	105
2025 Q1	$466K	Buy	4,033 +4,022	+36,564%	+$467K	0.23%	74
2024 Q4	$1.25K	Buy	+11	New	+$1.32K	﹤0.01%	568

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fourth Dimension Wealth's VSS Position: Q1 2026 in Review

Fourth Dimension Wealth sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2026, closing a stake of 2,027 shares — an estimated $291K sold.

Fourth Dimension Wealth first reported a position in VSS in Q4 2024 and held it in 5 quarters. The position peaked at $466K in Q1 2025. 701 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Fourth Dimension Wealth reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2026 after selling out during the quarter.
Fourth Dimension Wealth sold 2,027 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $291K.
Fourth Dimension Wealth first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and held it in 5 quarters.
Fourth Dimension Wealth's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $466K in Q1 2025.
701 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.