KSWA
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Kathleen S. Wright Associates’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Kathleen S. Wright Associates’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 		$2.15M Sell
15,100
-484
-3% -$67K 0.8% 29
2025
Q2 		$2.09M Sell
15,584
-541
-3% -$66.7K 0.82% 29
2025
Q1 		$1.86M Sell
16,125
-718
-4% -$83.5K 0.77% 30
2024
Q4 		$1.93M Sell
16,843
-42
-0.2% -$5.05K 0.8% 30
2024
Q3 		$2.13M Sell
16,885
-127
-0.7% -$15.3K 0.88% 30
2024
Q2 		$2M Sell
17,012
-1,475
-8% -$173K 0.92% 27
2024
Q1 		$2.16M Sell
18,487
-890
-5% -$101K 1.02% 25
2023
Q4 		$2.23M Sell
19,377
-1,612
-8% -$173K 1.13% 21
2023
Q3 		$2.23M Sell
20,989
-159
-0.8% -$17.7K 1.25% 21
2023
Q2 		$2.34M Buy
21,148
+462
+2% +$50.9K 1.49% 18
2023
Q1 		$2.26M Buy
20,686
+30
+0.1% +$3.26K 1.48% 18
2022
Q4 		$2.12M Buy
20,656
+222
+1% +$22.3K 1.44% 19
2022
Q3 		$1.9M Buy
20,434
+8,810
+76% +$916K 1.54% 19
2022
Q2 		$1.2M Buy
11,624
+360
+3% +$40.8K 1.01% 30
2022
Q1 		$1.4M Buy
11,264
+3,430
+44% +$430K 1.02% 30
2021
Q4 		$1.05M Buy
+7,834
New +$1.06M 0.77% 33

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

Kathleen S. Wright Associates's VSS Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 3.1% in Q3 2025, selling an estimated $67K and leaving 15,100 shares worth $2.15M. The position accounts for 0.8% of the portfolio, ranked #29.

Kathleen S. Wright Associates first reported a position in VSS in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.34M in Q2 2023. 668 funds tracked by Wall St. Rank hold VSS as of Q3 2025.

  • Kathleen S. Wright Associates held 15,100 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.15M as of Q3 2025.
  • Kathleen S. Wright Associates sold 484 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2025, an estimated $67K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.8% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #29 holding.
  • Kathleen S. Wright Associates first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.34M in Q2 2023.
  • 668 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.