Hazlett, Burt & Watson’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Hazlett, Burt & Watson’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 Q1	$196K	Buy	1,345 +1,310	+3,743%	+$198K	0.06%	254
2025 Q4	$5K	Buy	35 +28	+400%	+$3.99K	﹤0.01%	790
2025 Q3	$1K	Buy	+7	New	+$969	﹤0.01%	862
2025 Q2	–	Sell	-8	Closed	-$1K	–	866
2025 Q1	$1K	Hold	8	–	–	﹤0.01%	774
2024 Q4	$1K	Hold	8	–	–	﹤0.01%	742
2024 Q3	$1K	Hold	8	–	–	﹤0.01%	714
2024 Q2	$1K	Hold	8	–	–	﹤0.01%	694
2024 Q1	$1K	Hold	8	–	–	﹤0.01%	694
2023 Q4	$1K	Hold	8	–	–	﹤0.01%	672
2023 Q3	$1K	Hold	8	–	–	﹤0.01%	702
2023 Q2	$1K	Buy	+8	New	+$882	﹤0.01%	662

Other funds holding VSS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Hazlett, Burt & Watson's VSS Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3,743% in Q1 2026, buying an estimated $198K and bringing the position to 1,345 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #254.

Hazlett, Burt & Watson first reported a position in VSS in Q2 2023 and has held it in 11 quarters since. 697 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Hazlett, Burt & Watson held 1,345 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $196K as of Q1 2026.
Hazlett, Burt & Watson bought 1,310 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $198K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.06% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #254 holding.
Hazlett, Burt & Watson first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2023 and has held it in 11 quarters since.
697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.