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

Gries Financial’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	$692K	Hold	4,856	–	–	0.11%	156
2025 Q2	$653K	Hold	4,856	–	–	0.12%	147
2025 Q1	$561K	Sell	4,856 -20	-0.4%	-$2.33K	0.11%	153
2024 Q4	$558K	Hold	4,876	–	–	0.1%	157
2024 Q3	$614K	Hold	4,876	–	–	0.11%	152
2024 Q2	$573K	Hold	4,876	–	–	0.12%	140
2024 Q1	$570K	Buy	4,876 +113	+2%	+$12.8K	0.1%	160
2023 Q4	$548K	Hold	4,763	–	–	0.12%	120
2023 Q3	$506K	Hold	4,763	–	–	0.14%	117
2023 Q2	$526K	Hold	4,763	–	–	0.15%	111
2023 Q1	$520K	Hold	4,763	–	–	0.15%	114
2022 Q4	$490K	Sell	4,763 -838	-15%	-$84.3K	0.16%	102
2022 Q3	$520K	Hold	5,601	–	–	0.22%	95
2022 Q2	$578K	Hold	5,601	–	–	0.28%	78
2022 Q1	$694K	Hold	5,601	–	–	0.26%	90
2021 Q4	$750K	Hold	5,601	–	–	0.31%	88
2021 Q3	$749K	Hold	5,601	–	–	0.24%	96
2021 Q2	$775K	Hold	5,601	–	–	0.25%	89
2021 Q1	$738K	Buy	+5,601	New	+$710K	0.24%	96

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

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

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

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Gries Financial's VSS Position: Q3 2025 in Review

Gries Financial held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q3 2025 at 4,856 shares worth $692K. The position accounts for 0.11% of the portfolio, ranked #156.

Gries Financial first reported a position in VSS in Q1 2021 and has held it in 19 quarters since. The position peaked at $775K in Q2 2021. 670 funds tracked by Wall St. Rank hold VSS as of Q3 2025.

Gries Financial held 4,856 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $692K as of Q3 2025.
Gries Financial left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q3 2025.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.11% of Gries Financial's portfolio in Q3 2025, its #156 holding.
Gries Financial first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2021 and has held it in 19 quarters since.
Gries Financial's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $775K in Q2 2021.
670 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.