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

McAdam 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 Q3	$396K	Buy	2,549 +157	+7%	+$24.5K	0.01%	328
2026 Q2	$369K	Sell	2,392 -1,405	-37%	-$220K	0.01%	333
2026 Q1	$553K	Buy	3,797 +124	+3%	+$18.7K	0.02%	230
2025 Q4	$526K	Buy	3,673 +603	+20%	+$85.9K	0.02%	227
2025 Q3	$438K	Sell	3,070 -255	-8%	-$35.3K	0.02%	232
2025 Q2	$447K	Sell	3,325 -267	-7%	-$32.9K	0.02%	222
2025 Q1	$415K	Buy	3,592 +142	+4%	+$16.5K	0.03%	213
2024 Q4	$395K	Buy	3,450 +165	+5%	+$19.8K	0.02%	231
2024 Q3	$414K	Sell	3,285 -235	-7%	-$28.3K	0.02%	212
2024 Q2	$414K	Buy	3,520 +391	+12%	+$45.9K	0.02%	195
2024 Q1	$366K	Buy	3,129 +1,179	+60%	+$133K	0.02%	202
2023 Q4	$224K	Buy	+1,950	New	+$210K	0.02%	251
2018 Q4	–	Sell	-4	Closed	–	–	608
2018 Q3	$0	Hold	4	–	–	﹤0.01%	739
2018 Q2	$1K	Hold	4	–	–	﹤0.01%	600
2018 Q1	$1K	Buy	+4	New	+$483	﹤0.01%	710

Other funds holding VSS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

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

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

McAdam LLC's VSS Position: Q3 2026 in Review

McAdam LLC increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 6.6% in Q3 2026, buying an estimated $24.5K and bringing the position to 2,549 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #328.

McAdam LLC first reported a position in VSS in Q1 2018 and has held it in 15 quarters since. The position peaked at $553K in Q1 2026. 257 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

McAdam LLC held 2,549 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $396K as of Q3 2026.
McAdam LLC bought 157 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $24.5K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #328 holding.
McAdam LLC first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2018 and has held it in 15 quarters since.
McAdam LLC's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $553K in Q1 2026.
257 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.