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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LAM Group's VSS Position: Q2 2026 in Review

LAM Group reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.34% in Q2 2026, selling an estimated $18.8K and leaving 35,380 shares worth $5.46M. The position accounts for 2.71% of the portfolio, ranked #15.

LAM Group first reported a position in VSS in Q4 2022 and has held it in 15 quarters since. 725 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

LAM Group held 35,380 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $5.46M as of Q2 2026.
LAM Group sold 120 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $18.8K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 2.71% of LAM Group's portfolio in Q2 2026, its #15 holding.
LAM Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2022 and has held it in 15 quarters since.
725 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.