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

Lowe Wealth Advisors’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
2025
Q3 		$29.1K Hold
204
– – 0.01% 182
2025
Q2 		$27.4K Hold
204
– – 0.01% 181
2025
Q1 		$23.6K Hold
204
– – 0.01% 184
2024
Q4 		$23.4K Buy
+204
New +$24.5K 0.01% 173

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lowe Wealth Advisors's VSS Position: Q3 2025 in Review

Lowe Wealth Advisors held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q3 2025 at 204 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #182.

Lowe Wealth Advisors first reported a position in VSS in Q4 2024 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold VSS as of Q3 2025.

  • Lowe Wealth Advisors held 204 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $29.1K as of Q3 2025.
  • Lowe Wealth Advisors left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q3 2025.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #182 holding.
  • Lowe Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 4 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.