Guardian Wealth Management (Illinois)’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-270	Closed	-$31.2K	–	209
2025 Q1	$31.2K	Buy	270 +12	+5%	+$1.4K	0.02%	125
2024 Q4	$29.5K	Buy	258 +1	+0.4%	+$120	0.02%	135
2024 Q3	$32.4K	Buy	257 +11	+4%	+$1.33K	0.02%	130
2024 Q2	$28.9K	Hold	246	–	–	0.02%	127
2024 Q1	$28.7K	Hold	246	–	–	0.02%	127
2023 Q4	$28.3K	Buy	246 +1	+0.4%	+$107	0.02%	126
2023 Q3	$26K	Buy	245 +1	+0.4%	+$111	0.02%	127
2023 Q2	$27K	Hold	244	–	–	0.02%	128
2023 Q1	$26.6K	Buy	244 +19	+8%	+$2.06K	0.03%	130
2022 Q4	$23.1K	Buy	225 +185	+463%	+$18.6K	0.02%	137
2022 Q3	$4K	Buy	+40	New	+$4.16K	﹤0.01%	199

Other funds holding VSS

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

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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 $49B AUM 17.78% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s VSS Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2025, closing a stake of 270 shares — an estimated $31.2K sold.

Guardian Wealth Management (Illinois) first reported a position in VSS in Q3 2022 and held it in 11 quarters. The position peaked at $32.4K in Q3 2024. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 270 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $31.2K.
Guardian Wealth Management (Illinois) first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2022 and held it in 11 quarters.
Guardian Wealth Management (Illinois)'s Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $32.4K in Q3 2024.
648 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.