HR
VSS icon

Howe & Rusling’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Howe & Rusling’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 		$62.1K Hold
426
– – ﹤0.01% 353
2025
Q4 		$61.1K Hold
426
– – ﹤0.01% 357
2025
Q3 		$60.7K Hold
426
– – ﹤0.01% 343
2025
Q2 		$57.3K Buy
426
+415
+3,773% +$51.2K ﹤0.01% 343
2025
Q1 		$1.27K Buy
+11
New +$1.28K ﹤0.01% 427
2024
Q4 		– Sell
-5
Closed -$630 – 465
2024
Q3 		$630 Sell
5
-425
-99% -$51.2K ﹤0.01% 403
2024
Q2 		$50.5K Sell
430
-273
-39% -$32K ﹤0.01% 292
2024
Q1 		$82.2K Buy
703
+307
+78% +$34.7K 0.01% 272
2023
Q4 		$45.6K Buy
396
+384
+3,200% +$41.3K ﹤0.01% 284
2023
Q3 		$1.27K Buy
12
+8
+200% +$888 ﹤0.01% 313
2023
Q2 		$442 Buy
+4
New +$441 ﹤0.01% 332
2022
Q4 		– Sell
-351
Closed -$33K – 1031
2022
Q3 		$33K Buy
+351
New +$36.5K ﹤0.01% 363
2022
Q1 		– Sell
-79
Closed -$11K – 1089
2021
Q4 		$11K Hold
79
– – ﹤0.01% 526
2021
Q3 		$11K Buy
+79
New +$10.9K ﹤0.01% 505
2020
Q4 		– Sell
-742
Closed -$78K – 1007
2020
Q3 		$78K Sell
742
-593
-44% -$61.8K 0.01% 224
2020
Q2 		$129K Buy
1,335
+29
+2% +$2.59K 0.02% 173
2020
Q1 		$102K Buy
1,306
+159
+14% +$15.8K 0.02% 193
2019
Q4 		$127K Hold
1,147
– – 0.02% 216
2019
Q3 		$117K Sell
1,147
-40
-3% -$4.1K 0.02% 227
2019
Q2 		$125K Sell
1,187
-8
-0.7% -$835 0.02% 229
2019
Q1 		$124K Buy
1,195
+64
+6% +$6.51K 0.02% 222
2018
Q4 		$107K Buy
1,131
+836
+283% +$84.8K 0.02% 199
2018
Q3 		$33K Buy
+295
New +$33.6K 0.01% 324
2016
Q3 		– Sell
-75
Closed -$7K – 1131
2016
Q2 		$7K Buy
+75
New +$7.11K ﹤0.01% 558

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
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
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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Howe & Rusling's VSS Position: Q1 2026 in Review

Howe & Rusling held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2026 at 426 shares worth $62.1K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Howe & Rusling first reported a position in VSS in Q2 2016 and has held it in 24 quarters since. The position peaked at $129K in Q2 2020. 697 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Howe & Rusling held 426 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $62.1K as of Q1 2026.
  • Howe & Rusling left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q1 2026.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #353 holding.
  • Howe & Rusling first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2016 and has held it in 24 quarters since.
  • Howe & Rusling's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $129K in Q2 2020.
  • 697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.