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

Iron Horse 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 Q2	$8.06K	Buy	60 +10	+20%	+$1.23K	﹤0.01%	315
2025 Q1	$5.78K	Hold	50	–	–	﹤0.01%	340
2024 Q4	$5.72K	Hold	50	–	–	﹤0.01%	293
2024 Q3	$6.3K	Hold	50	–	–	﹤0.01%	279
2024 Q2	$5.88K	Hold	50	–	–	﹤0.01%	260
2024 Q1	$5.84K	Hold	50	–	–	﹤0.01%	244
2023 Q4	$5.75K	Hold	50	–	–	﹤0.01%	249
2023 Q3	$5.31K	Buy	+50	New	+$5.55K	﹤0.01%	252

Other funds holding VSS

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Iron Horse Wealth Management's VSS Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 20% in Q2 2025, buying an estimated $1.23K and bringing the position to 60 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Iron Horse Wealth Management first reported a position in VSS in Q3 2023 and has held it in 8 quarters since. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

Iron Horse Wealth Management held 60 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $8.06K as of Q2 2025.
Iron Horse Wealth Management bought 10 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $1.23K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #315 holding.
Iron Horse Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2023 and has held it in 8 quarters since.
648 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.