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 Q3	$5.49M	Buy	35,381 +1	+0%	+$156	2.77%	15
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Family CFO Los Altos, California $258M AUM 21.69% 1-Year Est. Return

LAM Group's VSS Position: Q3 2026 in Review

LAM Group increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0% in Q3 2026, buying an estimated $156 and bringing the position to 35,381 shares worth $5.49M. The position accounts for 2.77% of the portfolio, ranked #15.

LAM Group first reported a position in VSS in Q4 2022 and has held it in 16 quarters since. 302 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

LAM Group held 35,381 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $5.49M as of Q3 2026.
LAM Group bought 1 Vanguard FTSE All-World ex-US Small-Cap Index Fund share in Q3 2026, an estimated $156.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 2.77% of LAM Group's portfolio in Q3 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 16 quarters since.
302 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on LAM Group's 13F filing for Q3 2026, filed 26 Oct 2026.