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 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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Matthew Hamilton Rosenberg's VSS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) position steady in Q2 2026 at 5 shares worth $771. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Matthew Hamilton Rosenberg first reported a position in VSS in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.02K in Q3 2024. 722 funds tracked by Wall St. Rank hold VSS as of Q2 2026.

Matthew Hamilton Rosenberg held 5 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $771 as of Q2 2026.
Matthew Hamilton Rosenberg left its Vanguard FTSE All-World ex-US Small-Cap Index Fund share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #763 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 11 quarters since.
Matthew Hamilton Rosenberg's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $2.02K in Q3 2024.
722 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.