Ground Swell Capital’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Ground Swell Capital’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 Q4	–	Sell	-8,013	Closed	-$1.14M	–	185
2025 Q3	$1.14M	Buy	+8,013	New	+$1.11M	2.5%	7
2024 Q4	–	Sell	-5,050	Closed	-$636K	–	266
2024 Q3	$636K	Buy	+5,050	New	+$609K	0.56%	27

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

Align Financial Hermantown, Minnesota $176M AUM

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ground Swell Capital's VSS Position: Q4 2025 in Review

Ground Swell Capital sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2025, closing a stake of 8,013 shares — an estimated $1.14M sold.

Ground Swell Capital first reported a position in VSS in Q3 2024 and held it in 2 quarters. The position peaked at $1.14M in Q3 2025. 681 funds tracked by Wall St. Rank hold VSS as of Q4 2025.

Ground Swell Capital reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2025 after selling out during the quarter.
Ground Swell Capital sold 8,013 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2025, an estimated $1.14M.
Ground Swell Capital first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2024 and held it in 2 quarters.
Ground Swell Capital's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.14M in Q3 2025.
681 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.