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

LAM Group’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
Q2 		$5.46M Sell
35,380
-120
-0.3% -$18.8K 2.71% 15
2026
Q1 		$5.18M Hold
35,500
– – 2.84% 13
2025
Q4 		$5.09M Buy
35,500
+17
+0% +$2.42K 2.91% 12
2025
Q3 		$5.06M Buy
35,483
+4
+0% +$554 3.14% 9
2025
Q2 		$4.77M Sell
35,479
-1
-0% -$123 3.19% 10
2025
Q1 		$4.1M Buy
35,480
+17
+0% +$1.98K 3.02% 12
2024
Q4 		$4.06M Hold
35,463
– – 2.9% 11
2024
Q3 		$4.47M Buy
35,463
+8
+0% +$964 3.16% 9
2024
Q2 		$4.17M Sell
35,455
-445
-1% -$52.2K 3.51% 9
2024
Q1 		$4.19M Hold
35,900
– – 3.42% 10
2023
Q4 		$4.13M Sell
35,900
-1,513
-4% -$163K 3.76% 8
2023
Q3 		$3.97M Sell
37,413
-270
-0.7% -$30K 3.9% 10
2023
Q2 		$4.16M Sell
37,683
-259
-0.7% -$28.5K 3.87% 9
2023
Q1 		$4.14M Sell
37,942
-4,005
-10% -$435K 4.06% 8
2022
Q4 		$4.31M Buy
+41,947
New +$4.22M 4.43% 6

Other funds holding VSS

EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $191M AUM 12.84% 1-Year Est. Return