Miller Equity Capital Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Miller Equity Capital 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
2025 Q1	–	Sell	-16,035	Closed	-$1.84M	–	47
2024 Q4	$1.84M	Sell	16,035 -8,300	-34%	-$997K	0.7%	33
2024 Q3	$3.07M	Hold	24,335	–	–	1.2%	24
2024 Q2	$2.86M	Sell	24,335 -3,905	-14%	-$458K	1.19%	23
2024 Q1	$3.3M	Hold	28,240	–	–	1.36%	22
2023 Q4	$3.25M	Hold	28,240	–	–	1.47%	20
2023 Q3	$3M	Sell	28,240 -125	-0.4%	-$13.9K	1.55%	21
2023 Q2	$3.13M	Buy	28,365 +19,785	+231%	+$2.18M	1.59%	21
2023 Q1	$937K	Buy	+8,580	New	+$932K	0.52%	37

Other funds holding VSS

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Miller Equity Capital Advisors's VSS Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q1 2025, closing a stake of 16,035 shares — an estimated $1.84M sold.

Miller Equity Capital Advisors first reported a position in VSS in Q1 2023 and held it in 8 quarters. The position peaked at $3.3M in Q1 2024. 621 funds tracked by Wall St. Rank hold VSS as of Q1 2025.

Miller Equity Capital Advisors reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 16,035 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2025, an estimated $1.84M.
Miller Equity Capital Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2023 and held it in 8 quarters.
Miller Equity Capital Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $3.3M in Q1 2024.
621 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.