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

Lodestone 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
2026 Q2	$673K	Hold	4,360	–	–	0.24%	96
2026 Q1	$636K	Hold	4,360	–	–	0.25%	88
2025 Q4	$625K	Hold	4,360	–	–	0.25%	88
2025 Q3	$622K	Hold	4,360	–	–	0.28%	85
2025 Q2	$586K	Sell	4,360 -62	-1%	-$7.65K	0.29%	85
2025 Q1	$511K	Sell	4,422 -22	-0.5%	-$2.56K	0.27%	90
2024 Q4	$509K	Hold	4,444	–	–	0.26%	94
2024 Q3	$560K	Sell	4,444 -625	-12%	-$75.3K	0.28%	81
2024 Q2	$596K	Sell	5,069 -17,076	-77%	-$2M	0.31%	75
2024 Q1	$2.59M	Buy	22,145 +944	+4%	+$107K	1.36%	25
2023 Q4	$2.44M	Buy	21,201 +92	+0.4%	+$9.89K	1.41%	21
2023 Q3	$2.24M	Buy	21,109 +2,249	+12%	+$250K	1.57%	17
2023 Q2	$2.08M	Buy	18,860 +1,750	+10%	+$193K	1.43%	19
2023 Q1	$1.87M	Buy	17,110 +1,497	+10%	+$163K	1.44%	18
2022 Q4	$1.61M	Buy	+15,613	New	+$1.57M	1.29%	28

Other funds holding VSS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

25 LLC St. Louis, Missouri $365M AUM 18.53% 1-Year Est. Return

Lodestone Wealth Management's VSS Position: Q2 2026 in Review

Lodestone Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 4,360 shares worth $673K. The position accounts for 0.24% of the portfolio, ranked #96.

Lodestone Wealth Management first reported a position in VSS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.59M in Q1 2024. 296 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Lodestone Wealth Management held 4,360 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $673K as of Q2 2026.
Lodestone Wealth Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.24% of Lodestone Wealth Management's portfolio in Q2 2026, its #96 holding.
Lodestone Wealth Management 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.
Lodestone Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.59M in Q1 2024.
296 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.