HCA
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Harpswell Capital Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Harpswell Capital 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
Q3 		$2.3M Sell
14,831
-8,544
-37% -$1.33M 1.51% 13
2026
Q2 		$3.61M Buy
23,375
+5,287
+29% +$829K 2.31% 10
2026
Q1 		$2.64M Sell
18,088
-465
-3% -$70.3K 1.96% 11
2025
Q4 		$2.66M Sell
18,553
-8,359
-31% -$1.19M 2.11% 10
2025
Q3 		$3.84M Buy
+26,912
New +$3.73M 3.66% 7

Other funds holding VSS

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Harpswell Capital Advisors's VSS Position: Q3 2026 in Review

Harpswell Capital Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 37% in Q3 2026, selling an estimated $1.33M and leaving 14,831 shares worth $2.3M. The position accounts for 1.51% of the portfolio, ranked #13.

Harpswell Capital Advisors first reported a position in VSS in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.84M in Q3 2025. 41 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Harpswell Capital Advisors held 14,831 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.3M as of Q3 2026.
  • Harpswell Capital Advisors sold 8,544 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $1.33M.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.51% of Harpswell Capital Advisors's portfolio in Q3 2026, its #13 holding.
  • Harpswell Capital Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2025 and has held it in 5 quarters since.
  • Harpswell Capital Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.84M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.