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

FSA Wealth Management’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
2025 Q3	$68K	Sell	477 -6	-1%	-$831	0.02%	132
2025 Q2	$64.8K	Buy	483 +3	+0.6%	+$370	0.03%	128
2025 Q1	$55.5K	Hold	480	–	–	0.02%	143
2024 Q4	$54.9K	Buy	480 +10	+2%	+$1.2K	0.02%	144
2024 Q3	$59.2K	Buy	+470	New	+$56.7K	0.02%	139
2024 Q1	$54.3K	Hold	464	–	–	0.02%	142
2023 Q4	$53K	Buy	+464	New	+$49.9K	0.03%	136
2021 Q1	–	Sell	-1,157	Closed	-$141K	–	233
2020 Q4	$141K	Buy	+1,157	New	+$131K	0.07%	68
2020 Q3	–	Sell	-1,813	Closed	-$175K	–	353
2020 Q2	$175K	Sell	1,813 -1,536	-46%	-$137K	0.12%	56
2020 Q1	$262K	Sell	3,349 -533	-14%	-$53K	0.22%	33
2019 Q4	$431K	Buy	+3,882	New	+$414K	0.3%	26

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSA Wealth Management's VSS Position: Q3 2025 in Review

FSA Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.2% in Q3 2025, selling an estimated $831 and leaving 477 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #132.

FSA Wealth Management first reported a position in VSS in Q4 2019 and has held it in 11 quarters since. The position peaked at $431K in Q4 2019. 669 funds tracked by Wall St. Rank hold VSS as of Q3 2025.

FSA Wealth Management held 477 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $68K as of Q3 2025.
FSA Wealth Management sold 6 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2025, an estimated $831.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of FSA Wealth Management's portfolio in Q3 2025, its #132 holding.
FSA Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $431K in Q4 2019.
669 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.