MIAS
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Mason Investment Advisory Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Mason Investment Advisory Services’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 		$294M Sell
1,902,746
-2,468
-0.1% -$387K 11.17% 3
2026
Q1 		$278M Sell
1,905,214
-32,484
-2% -$4.91M 12.83% 3
2025
Q4 		$278M Buy
1,937,698
+39,350
+2% +$5.6M 13.18% 3
2025
Q3 		$271M Sell
1,898,348
-37,820
-2% -$5.24M 13.48% 3
2025
Q2 		$260M Buy
1,936,168
+1,038
+0.1% +$128K 14.19% 2
2025
Q1 		$224M Buy
1,935,130
+6,136
+0.3% +$713K 13.5% 3
2024
Q4 		$221M Buy
1,928,994
+72,746
+4% +$8.74M 12.95% 3
2024
Q3 		$234M Buy
1,856,248
+10,436
+0.6% +$1.26M 13.66% 3
2024
Q2 		$217M Buy
1,845,812
+24,949
+1% +$2.93M 13.43% 3
2024
Q1 		$213M Sell
1,820,863
-254
-0% -$28.7K 14.71% 3
2023
Q4 		$209M Buy
1,821,117
+39,671
+2% +$4.26M 15.42% 3
2023
Q3 		$189M Sell
1,781,446
-74,344
-4% -$8.25M 17.39% 3
2023
Q2 		$205M Buy
1,855,790
+7,476
+0.4% +$824K 17.69% 3
2023
Q1 		$202M Sell
1,848,314
-8,687
-0.5% -$944K 18.39% 2
2022
Q4 		$191M Buy
1,857,001
+55,111
+3% +$5.54M 19.41% 2
2022
Q3 		$167M Sell
1,801,890
-36,815
-2% -$3.83M 19.2% 2
2022
Q2 		$190M Buy
1,838,705
+193,352
+12% +$21.9M 19.54% 2
2022
Q1 		$204M Buy
1,645,353
+12,112
+0.7% +$1.52M 17.58% 2
2021
Q4 		$219M Buy
1,633,241
+51,063
+3% +$6.91M 18.07% 2
2021
Q3 		$212M Sell
1,582,178
-34,551
-2% -$4.76M 21.84% 2
2021
Q2 		$221M Buy
1,616,729
+20,969
+1% +$2.84M 22.31% 2
2021
Q1 		$205M Buy
1,595,760
+4,716
+0.3% +$598K 21.38% 2
2020
Q4 		$194M Sell
1,591,044
-21,093
-1% -$2.39M 23.27% 2
2020
Q3 		$170M Sell
1,612,137
-9,048
-0.6% -$943K 24.34% 2
2020
Q2 		$157M Sell
1,621,185
-113,705
-7% -$10.2M 23.26% 2
2020
Q1 		$136M Buy
1,734,890
+171,507
+11% +$17.1M 23% 2
2019
Q4 		$174M Buy
1,563,383
+26,632
+2% +$2.84M 25.54% 2
2019
Q3 		$157M Buy
1,536,751
+68,507
+5% +$7.03M 25.1% 2
2019
Q2 		$155M Buy
1,468,244
+78,329
+6% +$8.17M 25.7% 2
2019
Q1 		$145M Buy
+1,389,915
New +$141M 40.01% 1

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mason Investment Advisory Services's VSS Position: Q2 2026 in Review

Mason Investment Advisory Services reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 0.13% in Q2 2026, selling an estimated $387K and leaving 1,902,746 shares worth $294M. The position accounts for 11.17% of the portfolio, ranked #3.

Mason Investment Advisory Services first reported a position in VSS in Q1 2019 and has held it in 30 quarters since. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

  • Mason Investment Advisory Services held 1,902,746 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $294M as of Q2 2026.
  • Mason Investment Advisory Services sold 2,468 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2026, an estimated $387K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 11.17% of Mason Investment Advisory Services's portfolio in Q2 2026, its #3 holding.
  • Mason Investment Advisory Services first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2019 and has held it in 30 quarters since.
  • 722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.