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

Marshall & Sterling 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 		– Sell
-33
Closed -$4.43K – 684
2025
Q2 		$4.43K Hold
33
– – ﹤0.01% 494
2025
Q1 		$3.81K Hold
33
– – ﹤0.01% 505
2024
Q4 		$3.78K Buy
+33
New +$3.96K ﹤0.01% 274

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

Marshall & Sterling Wealth Advisors's VSS Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2025, closing a stake of 33 shares — an estimated $4.43K sold.

Marshall & Sterling Wealth Advisors first reported a position in VSS in Q4 2024 and held it in 3 quarters. The position peaked at $4.43K in Q2 2025. 670 funds tracked by Wall St. Rank hold VSS as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 33 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2025, an estimated $4.43K.
  • Marshall & Sterling Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $4.43K in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.