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

FSM 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 Q2	$821K	Buy	5,324 +48	+0.9%	+$7.53K	0.09%	126
2026 Q1	$769K	Buy	5,276 +951	+22%	+$144K	0.1%	118
2025 Q4	$620K	Buy	4,325 +801	+23%	+$114K	0.08%	137
2025 Q3	$502K	Hold	3,524	–	–	0.07%	176
2025 Q2	$470K	Buy	3,524 +565	+19%	+$69.7K	0.08%	164
2025 Q1	$342K	Buy	+2,959	New	+$344K	0.08%	143

Other funds holding VSS

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $191M AUM 12.84% 1-Year Est. Return