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

Gladwyn Financial 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	$7.49M	Buy	48,568 +689	+1%	+$108K	4.69%	7
2026 Q1	$6.98M	Sell	47,879 -1,301	-3%	-$197K	4.86%	7
2025 Q4	$7.05M	Buy	49,180 +807	+2%	+$115K	4.95%	7
2025 Q3	$6.9M	Buy	48,373 +918	+2%	+$127K	4.95%	7
2025 Q2	$6.38M	Buy	+47,455	New	+$5.85M	4.93%	7

Other funds holding VSS

Empirical Wealth Management Seattle, Washington $6.82B 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

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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return