MeadowBrook Investment Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

MeadowBrook Investment Advisors’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
2025 Q2	–	Sell	-63	Closed	-$7.28K	–	295
2025 Q1	$7.28K	Hold	63	–	–	0.01%	264
2024 Q4	$7.21K	Hold	63	–	–	0.01%	269
2024 Q3	$7.93K	Sell	63 -9,920	-99%	-$1.2M	0.01%	257
2024 Q2	$437K	Buy	9,983 +9,920	+15,746%	+$1.16M	0.41%	57
2024 Q1	$7.36K	Hold	63	–	–	0.01%	254
2023 Q4	$7.25K	Buy	+63	New	+$6.77K	0.01%	262

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MeadowBrook Investment Advisors's VSS Position: Q2 2025 in Review

MeadowBrook Investment Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q2 2025, closing a stake of 63 shares — an estimated $7.28K sold.

MeadowBrook Investment Advisors first reported a position in VSS in Q4 2023 and held it in 6 quarters. The position peaked at $437K in Q2 2024. 648 funds tracked by Wall St. Rank hold VSS as of Q2 2025.

MeadowBrook Investment Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q2 2025 after selling out during the quarter.
MeadowBrook Investment Advisors sold 63 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q2 2025, an estimated $7.28K.
MeadowBrook Investment Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and held it in 6 quarters.
MeadowBrook Investment Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $437K in Q2 2024.
648 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q2 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.