Ironwood Financial’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Ironwood Financial’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 Q1	–	Sell	-1,750	Closed	-$200K	–	164
2024 Q4	$200K	Sell	1,750 -197	-10%	-$23.7K	0.04%	155
2024 Q3	$245K	Hold	1,947	–	–	0.05%	139
2024 Q2	$229K	Hold	1,947	–	–	0.05%	139
2024 Q1	$227K	Hold	1,947	–	–	0.05%	142
2023 Q4	$224K	Sell	1,947 -70	-3%	-$7.52K	0.05%	139
2023 Q3	$214K	Hold	2,017	–	–	0.06%	138
2023 Q2	$223K	Hold	2,017	–	–	0.06%	133
2023 Q1	$220K	Hold	2,017	–	–	0.06%	134
2022 Q4	$207K	Buy	+2,017	New	+$203K	0.06%	135
2022 Q3	–	Sell	-2,017	Closed	-$208K	–	117
2022 Q2	$208K	Sell	2,017 -15	-0.7%	-$1.7K	0.07%	114
2022 Q1	$252K	Buy	+2,032	New	+$255K	0.07%	109
2021 Q4	–	Sell	-130	Closed	-$17K	–	534
2021 Q3	$17K	Hold	130	–	–	0.01%	299
2021 Q2	$18K	Hold	130	–	–	0.01%	295
2021 Q1	$17K	Hold	130	–	–	0.01%	287
2020 Q4	$16K	Hold	130	–	–	0.01%	279
2020 Q3	$14K	Hold	130	–	–	0.01%	235
2020 Q2	$13K	Hold	130	–	–	0.01%	229
2020 Q1	$10K	Hold	130	–	–	0.01%	213
2019 Q4	$14K	Hold	130	–	–	0.01%	239
2019 Q3	$13K	Hold	130	–	–	0.01%	244
2019 Q2	$14K	Hold	130	–	–	0.01%	240
2019 Q1	$14K	Hold	130	–	–	0.01%	232
2018 Q4	$12K	Hold	130	–	–	0.01%	226
2018 Q3	$15K	Hold	130	–	–	0.01%	219
2018 Q2	$15K	Buy	+130	New	+$15.6K	0.01%	169
2015 Q3	$0	Hold	5	–	–	﹤0.01%	385
2015 Q2	$1K	Hold	5	–	–	﹤0.01%	317
2015 Q1	$0	Sell	5 -13,388	-100%	-$1.31M	﹤0.01%	447
2014 Q4	$510K	Buy	+13,393	New	+$1.31M	0.28%	46

Other funds holding VSS

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ironwood Financial's VSS Position: Q1 2025 in Review

Ironwood Financial sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2025, closing a stake of 1,750 shares — an estimated $200K sold.

Ironwood Financial first reported a position in VSS in Q4 2014 and held it in 29 quarters. The position peaked at $510K in Q4 2014. 618 funds tracked by Wall St. Rank hold VSS as of Q1 2025.

Ironwood Financial reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2025 after selling out during the quarter.
Ironwood Financial sold 1,750 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2025, an estimated $200K.
Ironwood Financial first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2014 and held it in 29 quarters.
Ironwood Financial's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $510K in Q4 2014.
618 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2025.

Based on Ironwood Financial's 13F filing for Q1 2025, filed 15 Apr 2025.