Matthew Hamilton Rosenberg’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Matthew Hamilton Rosenberg’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	$776	Hold	5	–	–	﹤0.01%	788
2026 Q2	$771	Hold	5	–	–	﹤0.01%	763
2026 Q1	$729	Hold	5	–	–	﹤0.01%	771
2025 Q4	$717	Sell	5 -7	-58%	-$997	﹤0.01%	776
2025 Q3	$1.71K	Hold	12	–	–	﹤0.01%	756
2025 Q2	$1.61K	Sell	12 -4	-25%	-$493	﹤0.01%	790
2025 Q1	$1.85K	Hold	16	–	–	﹤0.01%	766
2024 Q4	$1.83K	Hold	16	–	–	﹤0.01%	755
2024 Q3	$2.02K	Buy	+16	New	+$1.93K	﹤0.01%	747
2024 Q2	–	Sell	-16	Closed	-$1.87K	–	873
2024 Q1	$1.87K	Buy	16 +4	+33%	+$453	﹤0.01%	756
2023 Q4	$1.38K	Hold	12	–	–	﹤0.01%	776
2023 Q3	$1.27K	Buy	+12	New	+$1.33K	﹤0.01%	775

Other funds holding VSS

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Matthew Hamilton Rosenberg's VSS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q3 2026 at 5 shares worth $776. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Matthew Hamilton Rosenberg first reported a position in VSS in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.02K in Q3 2024. 39 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Matthew Hamilton Rosenberg held 5 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $776 as of Q3 2026.
Matthew Hamilton Rosenberg 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 ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #788 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q3 2023 and has held it in 12 quarters since.
Matthew Hamilton Rosenberg's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.02K in Q3 2024.
39 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.