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 Q2	$364K	Buy	2,358 +1,013	+75%	+$159K	0.1%	185
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 $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hazlett, Burt & Watson's VSS Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 75% in Q2 2026, buying an estimated $159K and bringing the position to 2,358 shares worth $364K. The position accounts for 0.1% of the portfolio, ranked #185.

Hazlett, Burt & Watson first reported a position in VSS in Q2 2023 and has held it in 12 quarters since. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Hazlett, Burt & Watson held 2,358 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $364K as of Q2 2026.
Hazlett, Burt & Watson bought 1,013 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $159K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.1% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #185 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 12 quarters since.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.