HWM
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Hemington Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Hemington Wealth Management’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
Q3 		$3.64M Sell
25,518
-321
-1% -$44.5K 0.47% 27
2025
Q2 		$3.47M Sell
25,839
-242
-0.9% -$29.9K 0.5% 24
2025
Q1 		$3.01M Hold
26,081
– – 0.47% 25
2024
Q4 		$2.98M Sell
26,081
-788
-3% -$94.7K 0.75% 24
2024
Q3 		$3.23M Sell
26,869
-31
-0.1% -$3.74K 0.87% 22
2024
Q2 		$3.16M Sell
26,900
-1,801
-6% -$211K 1.07% 18
2024
Q1 		$3.35M Sell
28,701
-4,174
-13% -$472K 1.22% 15
2023
Q4 		$3.78M Sell
32,875
-11
-0% -$1.18K 1.46% 13
2023
Q3 		$3.49M Sell
32,886
-4,632
-12% -$514K 1.66% 12
2023
Q2 		$4.14M Sell
37,518
-13,127
-26% -$1.45M 1.68% 12
2023
Q1 		$5.53M Sell
50,645
-2,197
-4% -$239K 2.23% 10
2022
Q4 		$5.43M Sell
52,842
-2,249
-4% -$226K 2.33% 10
2022
Q3 		$5.11M Sell
55,091
-959
-2% -$99.7K 2.23% 9
2022
Q2 		$5.79M Sell
56,050
-1,442
-3% -$164K 2.29% 9
2022
Q1 		$7.12M Sell
57,492
-12,849
-18% -$1.61M 2.39% 9
2021
Q4 		$8.57M Buy
70,341
+11,699
+20% +$1.58M 3.97% 6
2021
Q3 		$7.84M Buy
58,642
+250
+0.4% +$34.4K 2.89% 8
2021
Q2 		$7.97M Sell
58,392
-9,214
-14% -$1.25M 3.4% 6
2021
Q1 		$8.68M Sell
67,606
-2,735
-4% -$347K 3.68% 6
2020
Q4 		$8.57M Buy
+70,341
New +$7.96M 3.97% 6

Other funds holding VSS

Empower Advisory Group
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
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hemington Wealth Management's VSS Position: Q3 2025 in Review

Hemington Wealth Management reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.2% in Q3 2025, selling an estimated $44.5K and leaving 25,518 shares worth $3.64M. The position accounts for 0.47% of the portfolio, ranked #27.

Hemington Wealth Management first reported a position in VSS in Q4 2020 and has held it in 20 quarters since. The position peaked at $8.68M in Q1 2021. 668 funds tracked by Wall St. Rank hold VSS as of Q3 2025.

  • Hemington Wealth Management held 25,518 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.64M as of Q3 2025.
  • Hemington Wealth Management sold 321 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2025, an estimated $44.5K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.47% of Hemington Wealth Management's portfolio in Q3 2025, its #27 holding.
  • Hemington Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and has held it in 20 quarters since.
  • Hemington Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $8.68M in Q1 2021.
  • 668 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.