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VSS icon

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

LPWM LLC’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 		$3.75M Buy
25,743
+308
+1% +$46.6K 0.95% 20
2025
Q4 		$3.65M Buy
25,435
+478
+2% +$68.1K 0.92% 22
2025
Q3 		$3.56M Buy
24,957
+378
+2% +$52.3K 0.95% 21
2025
Q2 		$3.3M Sell
24,579
-2,192
-8% -$270K 0.96% 21
2025
Q1 		$3.09M Buy
26,771
+777
+3% +$90.3K 1% 23
2024
Q4 		$2.98M Buy
25,994
+3,362
+15% +$404K 0.96% 23
2024
Q3 		$2.81M Buy
22,632
+461
+2% +$55.6K 0.92% 23
2024
Q2 		$2.65M Buy
22,171
+412
+2% +$48.4K 0.91% 23
2024
Q1 		$2.52M Buy
21,759
+377
+2% +$42.7K 0.93% 23
2023
Q4 		$2.41M Buy
21,382
+818
+4% +$87.9K 0.95% 22
2023
Q3 		$2.15M Buy
20,564
+578
+3% +$64.2K 0.97% 21
2023
Q2 		$2.22M Sell
19,986
-925
-4% -$102K 0.98% 21
2023
Q1 		$2.28M Buy
20,911
+309
+1% +$33.6K 1.1% 18
2022
Q4 		$2.21M Sell
20,602
-1,175
-5% -$118K 1.19% 18
2022
Q3 		$2.02M Buy
21,777
+384
+2% +$39.9K 1.2% 17
2022
Q2 		$2.21M Sell
21,393
-638
-3% -$72.4K 1.23% 17
2022
Q1 		$2.7M Buy
22,031
+182
+0.8% +$22.8K 1.34% 15
2021
Q4 		$2.93M Buy
21,849
+1,368
+7% +$185K 1.55% 9
2021
Q3 		$2.75M Buy
20,481
+791
+4% +$109K 1.63% 9
2021
Q2 		$2.71M Buy
19,690
+1,347
+7% +$182K 1.63% 9
2021
Q1 		$2.39M Buy
18,343
+687
+4% +$87K 1.61% 9
2020
Q4 		$2.15M Buy
17,656
+326
+2% +$36.9K 1.61% 8
2020
Q3 		$1.85M Sell
17,330
-32
-0.2% -$3.33K 1.5% 11
2020
Q2 		$1.68M Sell
17,362
-2,195
-11% -$196K 1.53% 9
2020
Q1 		$1.53M Buy
19,557
+640
+3% +$63.7K 1.67% 11
2019
Q4 		$2.1M Buy
+18,917
New +$2.02M 1.94% 9

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
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
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPWM LLC's VSS Position: Q1 2026 in Review

LPWM LLC increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.2% in Q1 2026, buying an estimated $46.6K and bringing the position to 25,743 shares worth $3.75M. The position accounts for 0.95% of the portfolio, ranked #20.

LPWM LLC first reported a position in VSS in Q4 2019 and has held it in 26 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • LPWM LLC held 25,743 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $3.75M as of Q1 2026.
  • LPWM LLC bought 308 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $46.6K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.95% of LPWM LLC's portfolio in Q1 2026, its #20 holding.
  • LPWM LLC first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2019 and has held it in 26 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 LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.