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

Legacy Bridge’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 Q1	$20.4K	Hold	140	–	–	0.01%	249
2025 Q4	$20.1K	Hold	140	–	–	0.01%	254
2025 Q3	$20K	Hold	140	–	–	0.01%	236
2025 Q2	$18.8K	Hold	140	–	–	0.01%	229
2025 Q1	$16.2K	Hold	140	–	–	0.01%	227
2024 Q4	$16K	Hold	140	–	–	0.01%	244
2024 Q3	$17.6K	Hold	140	–	–	0.01%	238
2024 Q2	$16.4K	Hold	140	–	–	0.01%	231
2024 Q1	$16.4K	Hold	140	–	–	0.01%	251
2023 Q4	$16.1K	Hold	140	–	–	0.01%	244
2023 Q3	$14.9K	Hold	140	–	–	0.01%	240
2023 Q2	$15.5K	Hold	140	–	–	0.01%	238
2023 Q1	$15.3K	Hold	140	–	–	0.01%	242
2022 Q4	$14.4K	Hold	140	–	–	0.01%	249
2022 Q3	$13K	Hold	140	–	–	0.01%	237
2022 Q2	$14K	Hold	140	–	–	0.01%	235
2022 Q1	$17K	Hold	140	–	–	0.01%	238
2021 Q4	$19K	Hold	140	–	–	0.01%	241
2021 Q3	$19K	Hold	140	–	–	0.01%	233
2021 Q2	$19K	Hold	140	–	–	0.01%	239
2021 Q1	$18K	Hold	140	–	–	0.01%	240
2020 Q4	$17K	Hold	140	–	–	0.01%	235
2020 Q3	$15K	Hold	140	–	–	0.01%	226
2020 Q2	$14K	Hold	140	–	–	0.02%	228
2020 Q1	$11K	Hold	140	–	–	0.01%	231
2019 Q4	$16K	Hold	140	–	–	0.01%	234
2019 Q3	$14K	Hold	140	–	–	0.01%	239
2019 Q2	$15K	Hold	140	–	–	0.01%	241
2019 Q1	$15K	Hold	140	–	–	0.02%	240
2018 Q4	$13K	Buy	+140	New	+$14.2K	0.02%	197

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Legacy Bridge's VSS Position: Q1 2026 in Review

Legacy Bridge held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q1 2026 at 140 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #249.

Legacy Bridge first reported a position in VSS in Q4 2018 and has held it in 30 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Legacy Bridge held 140 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $20.4K as of Q1 2026.
Legacy Bridge left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q1 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Legacy Bridge's portfolio in Q1 2026, its #249 holding.
Legacy Bridge first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2018 and has held it in 30 quarters since.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.