Midwest Trust’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Midwest Trust’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	$527K	Buy	3,615 +53	+1%	+$8.01K	0.01%	431
2025 Q4	$511K	Buy	3,562 +265	+8%	+$37.7K	0.01%	428
2025 Q3	$470K	Sell	3,297 -77	-2%	-$10.7K	0.01%	433
2025 Q2	$453K	Buy	+3,374	New	+$416K	0.01%	434

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

Midwest Trust's VSS Position: Q1 2026 in Review

Midwest Trust increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.5% in Q1 2026, buying an estimated $8.01K and bringing the position to 3,615 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #431.

Midwest Trust first reported a position in VSS in Q2 2025 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

Midwest Trust held 3,615 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $527K as of Q1 2026.
Midwest Trust bought 53 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $8.01K.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.01% of Midwest Trust's portfolio in Q1 2026, its #431 holding.
Midwest Trust first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2025 and has held it in 4 quarters since.
696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.