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

Midwestern Financial’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
Q3 		– Sell
-1,538
Closed -$207K – 55
2025
Q2 		$207K Buy
+1,538
New +$190K 0.19% 53

Other funds holding VSS

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MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Midwestern Financial's VSS Position: Q3 2025 in Review

Midwestern Financial sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2025, closing a stake of 1,538 shares — an estimated $207K sold.

Midwestern Financial first reported a position in VSS in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 670 funds tracked by Wall St. Rank hold VSS as of Q3 2025.

  • Midwestern Financial reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2025 after selling out during the quarter.
  • Midwestern Financial sold 1,538 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2025, an estimated $207K.
  • Midwestern Financial first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q2 2025 and held it in 1 quarter.
  • Midwestern Financial's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $207K in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2025.

Based on Midwestern Financial's 13F filing for Q3 2025, filed 14 Nov 2025.