ML
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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
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

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MIAS
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Natixis Advisors
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return