MFPI
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Midwest Financial Partners Investments’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Midwest Financial Partners Investments’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 		$4.08M Buy
26,273
+3,549
+16% +$554K 1.57% 18
2026
Q2 		$3.51M Buy
22,724
+3,838
+20% +$602K 1.46% 17
2026
Q1 		$2.75M Buy
18,886
+3,559
+23% +$538K 1.46% 17
2025
Q4 		$2.2M Buy
+15,327
New +$2.18M 1.22% 18

Other funds holding VSS

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Midwest Financial Partners Investments's VSS Position: Q3 2026 in Review

Midwest Financial Partners Investments increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 16% in Q3 2026, buying an estimated $554K and bringing the position to 26,273 shares worth $4.08M. The position accounts for 1.57% of the portfolio, ranked #18.

Midwest Financial Partners Investments first reported a position in VSS in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

  • Midwest Financial Partners Investments held 26,273 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $4.08M as of Q3 2026.
  • Midwest Financial Partners Investments bought 3,549 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $554K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 1.57% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #18 holding.
  • Midwest Financial Partners Investments first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.