Laird Norton Wetherby Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Laird Norton Wetherby 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	$772K	Hold	5,419	–	–	0.03%	447
2025 Q2	$728K	Buy	+5,419	New	+$668K	0.03%	451
2024 Q4	$620K	Buy	5,415 +13	+0.2%	+$1.56K	0.03%	464
2024 Q3	$680K	Buy	5,402 +3	+0.1%	+$362	0.03%	466
2024 Q2	$634K	Buy	5,399 +4	+0.1%	+$469	0.03%	477
2024 Q1	$630K	Buy	5,395 +1,841	+52%	+$208K	0.03%	488
2023 Q4	$409K	Sell	3,554 -3,490	-50%	-$375K	0.02%	620
2023 Q3	$748K	Buy	7,044 +152	+2%	+$16.9K	0.04%	401
2023 Q2	$761K	Buy	6,892 +1,905	+38%	+$210K	0.04%	406
2023 Q1	$545K	Sell	4,987 -246	-5%	-$26.7K	0.03%	503
2022 Q4	$538K	Buy	5,233 +4	+0.1%	+$402	0.03%	497
2022 Q3	$485K	Buy	5,229 +2,431	+87%	+$253K	0.03%	506
2022 Q2	$289K	Buy	+2,798	New	+$317K	0.02%	698
2020 Q3	–	Sell	-2,575	Closed	-$249K	–	748
2020 Q2	$249K	Buy	+2,575	New	+$230K	0.02%	579

Other funds holding VSS

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 Boston, Massachusetts $71.9B AUM 28.03% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Laird Norton Wetherby Wealth Management's VSS Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q3 2025 at 5,419 shares worth $772K. The position accounts for 0.03% of the portfolio, ranked #447.

Laird Norton Wetherby Wealth Management first reported a position in VSS in Q2 2020 and has held it in 14 quarters since. 668 funds tracked by Wall St. Rank hold VSS as of Q3 2025.

Laird Norton Wetherby Wealth Management held 5,419 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $772K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q3 2025.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #447 holding.
Laird Norton Wetherby Wealth Management first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2020 and has held it in 14 quarters since.
668 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.