Mendota Financial Group’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Mendota Financial Group’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 Q4	–	Sell	-68	Closed	-$9.69K	–	114
2025 Q3	$9.69K	Buy	+68	New	+$9.42K	0.01%	100
2024 Q4	–	Sell	-10	Closed	-$1.26K	–	1145
2024 Q3	$1.26K	Buy	+10	New	+$1.21K	﹤0.01%	341
2024 Q1	–	Sell	-1,111	Closed	-$128K	–	390
2023 Q4	$128K	Buy	+1,111	New	+$119K	0.1%	125

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

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

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mendota Financial Group's VSS Position: Q4 2025 in Review

Mendota Financial Group sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q4 2025, closing a stake of 68 shares — an estimated $9.69K sold.

Mendota Financial Group first reported a position in VSS in Q4 2023 and held it in 3 quarters. The position peaked at $128K in Q4 2023. 684 funds tracked by Wall St. Rank hold VSS as of Q4 2025.

Mendota Financial Group reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q4 2025 after selling out during the quarter.
Mendota Financial Group sold 68 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q4 2025, an estimated $9.69K.
Mendota Financial Group first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2023 and held it in 3 quarters.
Mendota Financial Group's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $128K in Q4 2023.
684 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q4 2025.

Based on Mendota Financial Group's 13F filing for Q4 2025, filed 20 Jan 2026.