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

Medallion Wealth 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
2026 Q1	$74.9K	Sell	514 -71	-12%	-$10.7K	0.02%	404
2025 Q4	$83.9K	Buy	585 +16	+3%	+$2.28K	0.03%	379
2025 Q3	$81.1K	Buy	569 +10	+2%	+$1.39K	0.03%	387
2025 Q2	$75K	Sell	559 -10	-2%	-$1.23K	0.03%	396
2025 Q1	$66K	Buy	569 +5	+0.9%	+$581	0.03%	377
2024 Q4	$64.6K	Buy	+564	New	+$67.8K	0.03%	366

Other funds holding VSS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MIAS

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

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Medallion Wealth Advisors's VSS Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 12% in Q1 2026, selling an estimated $10.7K and leaving 514 shares worth $74.9K. The position accounts for 0.02% of the portfolio, ranked #404.

Medallion Wealth Advisors first reported a position in VSS in Q4 2024 and has held it in 6 quarters since. The position peaked at $83.9K in Q4 2025. 697 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Medallion Wealth Advisors held 514 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $74.9K as of Q1 2026.
Medallion Wealth Advisors sold 71 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $10.7K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #404 holding.
Medallion Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $83.9K in Q4 2025.
697 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.