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 Q3	$677K	Hold	4,360	–	–	0.23%	95
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%	+$9.9K	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

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

Lodestone Wealth Management's VSS Position: Q3 2026 in Review

Lodestone Wealth Management held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q3 2026 at 4,360 shares worth $677K. The position accounts for 0.23% of the portfolio, ranked #95.

Lodestone Wealth Management first reported a position in VSS in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.59M in Q1 2024. 307 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Lodestone Wealth Management held 4,360 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $677K as of Q3 2026.
Lodestone Wealth Management left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q3 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.23% of Lodestone Wealth Management's portfolio in Q3 2026, its #95 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 16 quarters since.
Lodestone Wealth Management's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.59M in Q1 2024.
307 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.